RepCard + SubcontractorHub

RepCard + SubcontractorHub integrations

Set appointments in RepCard and create new leads in SubcontractorHub crm

Set an appointment in RepCard and immediately generate a new lead within SubcontractorHub. This streamlined workflow saves time by updating your CRM without the need for manual data entry, ensuring no potential clients fall through the cracks. Efficient and prompt, this process lets you focus more on your customer relationships and less on administrative tasks.

When this happens...
Appointment SetTriggers when a new Appointment is created for any contact.
TriggerInstant
automatically do this!
Create Lead in CRMCreate Lead in Subcontractorhub
ActionWrite

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More things you can do with RepCard and SubcontractorHub

Discover other triggers and actions you can use with RepCard and SubcontractorHub

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write

- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

Select Active Users
get the list of active users for the selected organization
Trigger
Polling
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Material Name
- Description
- Delivery Type
- Manufacturer
  Required
- SKU
  Required
- Part Number
  Required
- Type
  Required
- Job Type
  Required
- Pack Size
  Required
- Quantity
  Required
- Active
- No Of Item
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
- Country Code
- Job Type
  Required
- Organization
  Required
- Lead Source
- Lead Sub Source
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Qualifying Representative
- Campaign Number
- Lead Score
- Custom Fields
- Select Owner
- Owner Email
Action
Write
- Job Type
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Module Name
  Required
- Module Watts
  Required
- Module Total Panels
  Required
- Battery Name
  Required
- Battery Price
  Required
- Battery Size (kwh)
  Required
- Battery Quantity
  Required
- Organization
  Required
- External Id
  Required
- Territory
  Required
- Finance Partner
- Finance Rate
- Finance Term
- Finance Escalator
- Down Payment
- Contract Amount
- Financed Amount
- Utility Company
- System Size
- Annual Usage
- Annual Production
- Contract URL
- Shade Report URL
- Design URL
- Contract Signed Date
- Sales Rep Full Name
- Sales Rep Email
- Sales Rep First Name
- Sales Rep Last Name
- Owner Email
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Module Manufacturer
- Battery Manufacturer
- Price Per Watt
- Customer Phone
Action
Write
- Unique Id
  Required
- Finance Partner
- Finance Term Year
- Finance Rate
- Finance PPW
- Finance Monthly Payment
- Organization
  Required
- Contract Signed URL
- County
- Country
- Latitude
- Longitude
- Downpayment
- Discounts Total
- Base System Cost
- Battery Total
- Adders Total
- Dealer Fee
- Contract Amount
- Utility Company
- Utility Bill
- Module Manufacturer
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Annual Production
- Annual Usage
- System Size (KW)
- Finance Type
- Contract Type
- Finance Escalator Rate
- Last Name
- Phone
- Owner Email
- Sales Representation Name
- Current Stage
- Sales Representation Email
- First Name
- Email
Action
Write
- Unique Id
  Required
- Organization
- Fields [0] Field Key
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Action
Write

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event below
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write
- Organization
Trigger
Polling
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Job Type
  Required
- Type
  Required
- Category
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Street
  Required
- City
- State
  Required
- Postal Code
  Required
- Country
- County
  Required
- Latitude
- Longitude
- Job Type
  Required
- Setter Email
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Email
- Sales Rep Phone
- Sales Rep His Number
- Lead Source
- Lead Sub Source
- Lead Score
- Notes
- Organization
  Required
- Company
- Description
- From Url
- Status
- Annual Revenue
- Employees
- Email Opt Out
- Utm Campaign
- Utm Source
- Utm Medium
- Utm Content
- Utm Term
- website
- Engagement History
- Spanish
- Preferred Contact Method
- Referred By
- Do Not Call
- Do Not Text
- Legal
- Default Timezone
- External Lead Id
- state
- Territory
Action
Write
- Unique Id
  Required
- Organization
  Required
Action
Write
- First Name
- Last Name
- Phone
- Email
- Country Code
- County
- State
- Street
- City
- Country
- Postal Code
- Job Type
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Lead Score
- Latitude
- Longitude
- Language
- Lead Source
- Lead Sub Source
- Stage
- Organization
  Required
- Id
  Required
- Qualifying Representative
- Custom Fields
Action
Write

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About SubcontractorHub

SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.

HelpHelp

Related categories

CRM (Customer Relationship Management)