JobProgress + Zapier Tables
Create records in Zapier Tables from new leads in JobProgress
When a new lead is registered in JobProgress, instantly transfer and store this relevant data in Zapier Tables. This workflow ensures you have immediate, organized access to fresh lead information which streamlines your follow-up and client engagement process. It significantly saves your time and boosts efficiency.
When a new lead is registered in JobProgress, instantly transfer and store this relevant data in Zapier Tables. This workflow ensures you have immediate, organized access to fresh lead information which streamlines your follow-up and client engagement process. It significantly saves your time and boosts efficiency.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Record
Creates a new record on a table.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It
