SendJim + The Customer Factor
Add new The Customer Factor customers as SendJim contacts
With current integrations between The Customer Factor and SendJim, new contacts cannot be added into SendJim until a mailer has been sent to that address. This integration adds new The Customer Factor customers as SendJim contacts to keep accounts up-to-date without sending a mailing to a new client before a job has been completed.
With current integrations between The Customer Factor and SendJim, new contacts cannot be added into SendJim until a mailer has been sent to that address. This integration adds new The Customer Factor customers as SendJim contacts to keep accounts up-to-date without sending a mailing to a new client before a job has been completed.
- When this happens...New Customer
Triggers when a new customer is added to The Customer Factor.
- automatically do this!Create Contact
Create a contact
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It