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Tidio + Workiz

Tidio + Workiz

Tidio + Workiz integrations

Turn new Tidio bot-sent contacts into leads in Workiz

Streamline your lead capture process by connecting Tidio and Workiz. With this workflow, whenever a new contact message is sent from a bot in Tidio, a new lead is created in Workiz promptly. This ensures your sales team can follow up with potential customers without delay, enhancing your customer relations and conversion rates.

  1. When this happens...
    Contact Sent From Bot
    Contact Sent From Bot
    Contact Sent From BotTriggers when a contact is sent from the chosen node in your bot.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadSchedules a new lead in your Workiz account.
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More things you can do with Tidio and Workiz

Discover other triggers and actions you can use with Tidio and Workiz

    • Send to Zapier Node
      Required
    Trigger
    Instant
    Try It
  • Workiz triggers, actions, and search
    Job Status Change

    Triggers when a job status is changed

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last name
    • Phone
    • Address
      Required
    • City
      Required
    • State
    • PostalCode
      Required
    • Jobs start time
      Required
    • Job Type
      Required
    • Service Area
    • Email address
    • Job source
    • JobNotes
    • Company
    • Phone Ext
    • Second Phone
    • Second Phone Ext
    • Unit
    • Job End Date Time
    • Client Id
    Action
    Write
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About Tidio
Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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