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JobProgress + SalesRabbit

Create JobProgress leads for new or updated leads in SalesRabbit

Following up quickly with leads is imperative to earning new business - automate it and save time. This integration helps automatically bring a new lead from SalesRabbit into JobProgress as a lead with all the details. Now you can assign leads to any representative for quick, efficient follow up.

Following up quickly with leads is imperative to earning new business - automate it and save time. This integration helps automatically bring a new lead from SalesRabbit into JobProgress as a lead with all the details. Now you can assign leads to any representative for quick, efficient follow up.

  1. When this happens...
    SalesRabbitSalesRabbit
    New/Updated Lead

    Triggers when when a lead is created and/or updated.

    TriggerInstant
  2. automatically do this!
    JobProgressJobProgress
    Create Lead

    Creates a Lead on the APP

    ActionWrite
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Supported triggers and actions

What does this mean?
    • EventRequired

    • StatusRequired

    Trigger
    Instant
    Try It
    • Lead OwnerRequired

    • StatusRequired

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Created

    Action
    Write
    • Lead IDRequired

    • Lead Owner

    • Status

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Modified

    Action
    Write
  • JobProgress triggers, actions, and search

    New Lead

    New Lead from JobProgress

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormDataIDRequired

    • Form Result

    • Form State

    • Form Status Description

    • Form Status Color

    • Lead Owner

    • Status

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Modified

    Action
    Write
    • Lead Id

    • Job Id / Job Number (8888-9999-01)

    • Documents ListRequired

    Action
    Write
jobprogress logo
jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors
Help

Related categories

  • CRM (Customer Relationship Management)

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salesrabbit logo

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