The Customer Factor Integrations

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LeadConnector

Marketing Automation

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

NiceJob

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

ClickUp

Project Management

LeadConnector

Marketing Automation

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

NiceJob

Marketing Automation

LeadConnector

Marketing Automation

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

NiceJob

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

ClickUp

Project Management

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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
Enroll contacts in NiceJob when new payments are made in The Customer Factor
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The Customer Factor + NiceJob
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
Generate estimates in The Customer Factor for new invitees in Calendly
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Calendly + The Customer Factor

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

The Customer Factor + Constant Contact

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

The Customer Factor + NiceJob

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

Generate estimates in The Customer Factor for new invitees in Calendly

Calendly + The Customer Factor

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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- 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
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Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
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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.
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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

Popular The Customer Factor Integrations