Quo + Workiz
Update Quo contacts when Workiz leads status change occurs
Ensure that your sales activities stay well-coordinated across your team with this beneficial workflow. The moment a lead's status changes in Workiz, this process will either create or update contact details in Quo. This automatic sharing of information will not only keep everyone in the loop but will also improve response times, thus helping you maintain excellent customer relations.
Ensure that your sales activities stay well-coordinated across your team with this beneficial workflow. The moment a lead's status changes in Workiz, this process will either create or update contact details in Quo. This automatic sharing of information will not only keep everyone in the loop but will also improve response times, thus helping you maintain excellent customer relations.
- When this happens...Lead Status Change
Triggers when a lead status is changed
- automatically do this!Create or Update Contact
Creates a contact 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
Select Phone NumbersRequired
Try It