Jills Office + Yardbook
Create Yardbook leads from new action items in Jill's Office
Activate this Zap to keep your contact details up to date across platforms while avoiding duplicate data entry chores. When a customer calls into Jill's Office and an admin fills out the contact form for the customer in the Jill's Office app, a contact will be created in Yardbook automatically.
Activate this Zap to keep your contact details up to date across platforms while avoiding duplicate data entry chores. When a customer calls into Jill's Office and an admin fills out the contact form for the customer in the Jill's Office app, a contact will be created in Yardbook automatically.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Lead
Creates a new lead and a prospect in Yardbook
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New Action Item
Triggers when a new action item is created.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
More information
SourceRequired
Estimate Approved
Triggers when an estimate has been approved.
Try ItNew Customer
Triggers when a new customer (not prospect) is created.
Try It
