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JobProgress + SalesRabbit

Update Leads from SalesRabbit

This Zap template will help to update the leads that come from SalesRabbit, sync those details within JobProgress and later can be assigned to any representative so that they can follow up instead. Use this SalesRabbit and Zapier integration that will take care of the whole thing.

This Zap template will help to update the leads that come from SalesRabbit, sync those details within JobProgress and later can be assigned to any representative so that they can follow up instead. Use this SalesRabbit and Zapier integration that will take care of the whole thing.

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

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

    TriggerInstant
  2. automatically do this!
    JobProgressJobProgress
    Update Lead

    Update a Lead which is already created

    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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