Create or update WebFX deals when new Jobber quotes are approved
Once a quote gets approved in Jobber, this workflow seamlessly creates or updates a deal in WebFX. This automation ensures a streamlined way to keep your deals up to date, minimizing manual data entry and maximizing efficiency. Stay organized and effortlessly manage your sales process with this Jobber to WebFX workflow.
Once a quote gets approved in Jobber, this workflow seamlessly creates or updates a deal in WebFX. This automation ensures a streamlined way to keep your deals up to date, minimizing manual data entry and maximizing efficiency. Stay organized and effortlessly manage your sales process with this Jobber to WebFX workflow.
- When this happens...Quote Approved
Triggers when a quote is approved
- automatically do this!Create or Update Deal
Create a deal or update it if one already exists.
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