Create JobProgress leads from new Thryv clients
Streamline your client onboarding process by connecting Thryv and JobProgress. With this workflow, each time you add a new client in Thryv, a lead will be created in JobProgress, ensuring your team always has up-to-date information. Boost your efficiency and keep your leads organized effortlessly with this easy-to-use automation.
Streamline your client onboarding process by connecting Thryv and JobProgress. With this workflow, each time you add a new client in Thryv, a lead will be created in JobProgress, ensuring your team always has up-to-date information. Boost your efficiency and keep your leads organized effortlessly with this easy-to-use automation.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Lead
Creates a Lead on the APP
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired