1.Maps new booking lead fields
Integrate Workiz and contact mapping tools to map booking fields to first name, last name, primary phone, and email.
Create call-center lead from new service booking instantly
Automatically monitor new booking leads across Workiz and create qualified records in Convoso. Create and update when leads qualify through filtering and dedupeβso you can clean contact data, insert call-center leads, and prioritize outreach without manual lead entry.
How this automation creates call-center leads
When new booking leads arrive, delays can stall same-day outreach and cause missed opportunities. This automation maps lead fields, filters and cleans details, and inserts qualified leads into Convosoβso your team can reach prospects fast.
Workizor swap with your favorite app
2.Qualifies lead records
Integrate Filter by Zapier and routing rules logic to continue only for qualifying records that match owner and region rules.
Filter by Zapieror swap with your favorite app
3.Cleans and normalizes contact data
Integrate Formatter by Zapier and data sanitation tools to replace ampersands and normalize name, address, and notes fields.
Formatter by Zapieror swap with your favorite app
4.Inserts lead into call list
Integrate Convoso and call-center list setup to insert the lead, map contact fields, and set phone-based dedupe and priority.
Convosoor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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