DripJobs + SendJim
Create SendJim contacts when new estimates are scheduled in DripJobs
Once a new estimate has been scheduled in DripJobs, a contact will be created in SendJim without mailing anything to the client. This helps keep your address list up-to-date inside SendJim without a manual address import.
Once a new estimate has been scheduled in DripJobs, a contact will be created in SendJim without mailing anything to the client. This helps keep your address list up-to-date inside SendJim without a manual address import.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Contact
Create a contact in SendJim
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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