Databox + Workiz
Increase counters in Databox when new leads are logged in Workiz
Easily keep track of new leads in real-time with this Workiz to Databox workflow. Whenever a new lead is captured in Workiz, it automatically increments a designated counter in Databox. This ensures you always have an accurate, constantly updated count of your leads, providing valuable insight for your sales strategy. No manual data entry needed, just a seamless data flow to empower your business decisions.
Easily keep track of new leads in real-time with this Workiz to Databox workflow. Whenever a new lead is captured in Workiz, it automatically increments a designated counter in Databox. This ensures you always have an accurate, constantly updated count of your leads, providing valuable insight for your sales strategy. No manual data entry needed, just a seamless data flow to empower your business decisions.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Increase Counter
Increment a specified metric by 1 every time this action happens.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Metric NameRequired
Value
Title
Date / Timestamp
Every Row Has Unique Data
