LeadConnector + Workiz
Create and manage new Workiz jobs by adding or updating contacts in LeadConnector
When a new job is created in Workiz, this workflow helps in seamlessly updating or adding the associated contact in LeadConnector. It eliminates the manual task of data entry, saving you time and ensuring that your contact list in LeadConnector is always up-to-date. Ideal for work management and lead tracking, this integration streamlines your process, making it more efficient.
When a new job is created in Workiz, this workflow helps in seamlessly updating or adding the associated contact in LeadConnector. It eliminates the manual task of data entry, saving you time and ensuring that your contact list in LeadConnector is always up-to-date. Ideal for work management and lead tracking, this integration streamlines your process, making it more efficient.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
In PipelineRequired
Moved to Stage
Try It
