SalesRabbit + The Customer Factor Integrations
How to connect SalesRabbit + The Customer Factor
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New/Updated LeadTriggers when when a lead is created and/or updated.Trigger- Form SubmittedSend form data to Zapier when form is submitted in SalesRabbit.Trigger
- Create LeadCreates a lead.Action
- Display Form ResultDisplays the result of a submitted form and gives the option to update the lead associated with that form.Action
- Update LeadUpdates a lead.Action
Estimate EmailedTriggered when an estimate is emailed in The Customer FactorTrigger- Job CompletedTriggers when a job is marked as completed in The Customer Factor.Trigger
- New CustomerTriggers when a new customer is added to The Customer Factor.Trigger
- The Customer Factor
Triggered when a new estimate is scheduled in The Customer Factor
Instant
Trigger
- The Customer Factor
Triggers when new invoice is created in The Customer Factor.
Instant
Trigger
- The Customer Factor
Triggered when a new job is scheduled in The Customer Factor
Instant
Trigger
- The Customer Factor
Triggers when an invoice is paid in The Customer Factor.
Instant
Trigger
- The Customer Factor
Triggers when you add a new prospect in The Customer Factor.
Instant
Trigger
- The Customer Factor
Triggered when a new recurring job is scheduled in The Customer Factor
Instant
Trigger
- The Customer Factor
Triggered when a recurring job is canceled in The Customer Factor
Instant
Trigger
- The Customer Factor
This action will create a customer in The Customer Factor
Scheduled
Action
- The Customer Factor
This action will create an estimate in The Customer Factor
Scheduled
Action
- The Customer Factor
This action will create a job with or without invoice in The Customer Factor
Scheduled
Action
- The Customer Factor
This action will make the invoice as paid in The Customer Factor
Scheduled
Action
- The Customer Factor
This action will create the prospect in The Customer Factor
Scheduled
Action
How SalesRabbit + The Customer Factor Integrations Work
- Step 1: Authenticate SalesRabbit and The Customer Factor.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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