Microsoft Outlook + Workiz
Create Microsoft Outlook events when lead statuses change in Workiz
When a lead status changes in Workiz, let this workflow take care of scheduling an event in Microsoft Outlook for you. It immediately sets up a new event over at Microsoft Outlook using the details from the Workiz lead status change, saving you the time and effort of manual data entry. A convenient way to remain organized and on top of your lead management.
When a lead status changes in Workiz, let this workflow take care of scheduling an event in Microsoft Outlook for you. It immediately sets up a new event over at Microsoft Outlook using the details from the Workiz lead status change, saving you the time and effort of manual data entry. A convenient way to remain organized and on top of your lead management.
- When this happens...Lead Status Change
Triggers when a lead status is changed
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
