The Customer Factor Integrations

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LeadConnector

Marketing Automation

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

NiceJob

Marketing Automation

Facebook Lead Ads

Ads & Conversion

Mailchimp

Email Newsletters

Gmail

Email, Google

Xero

Accounting

LeadConnector

Marketing Automation

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

NiceJob

Marketing Automation

Facebook Lead Ads

Ads & Conversion

LeadConnector

Marketing Automation

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

NiceJob

Marketing Automation

Facebook Lead Ads

Ads & Conversion

Mailchimp

Email Newsletters

Gmail

Email, Google

Xero

Accounting

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Quickly automate The Customer Factor integrations with Zapier's templates

Create or update contacts in Constant Contact for new customers in The Customer Factor
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The Customer Factor + Constant Contact
Create or update Mailchimp subscribers for new customers in The Customer Factor
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The Customer Factor + Mailchimp
Add new The Customer Factor customers to NiceJob as persons
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The Customer Factor + NiceJob
Add new The Customer Factor customers as SendJim contacts
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The Customer Factor + SendJim
Create or update Mailchimp subscribers for new prospects in The Customer Factor
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The Customer Factor + Mailchimp

Enroll contacts in NiceJob when new payments are made in The Customer Factor
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The Customer Factor + NiceJob

Create or update contacts in Constant Contact for new customers in The Customer Factor

The Customer Factor + Constant Contact

Create or update Mailchimp subscribers for new customers in The Customer Factor

The Customer Factor + Mailchimp

Add new The Customer Factor customers to NiceJob as persons

The Customer Factor + NiceJob

Add new The Customer Factor customers as SendJim contacts

The Customer Factor + SendJim

Create or update Mailchimp subscribers for new prospects in The Customer Factor

The Customer Factor + Mailchimp

Enroll contacts in NiceJob when new payments are made in The Customer Factor

The Customer Factor + NiceJob

Supported triggers and actions

What does this mean?

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Related categories

Databases

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Popular The Customer Factor Integrations