DripJobs + M1

Create on-site estimates in DripJobs for new leads in M1

Upgrade your efficiency when processing new leads in M1. With this workflow, once a fresh lead is identified in M1, an on-site estimate is instantly created in DripJobs. No need for manual intervention—this automation keeps your pipeline moving smoothly and ensures you never miss an opportunity to quote a potential client. Enjoy seamless communication between M1 and DripJobs, saving you time and effort while growing your business.

When this happens...
Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
TriggerInstant
automatically do this!
Create On-Site Estimate
Creates a contact, estimate, and deal in the Sales Pipeline
ActionWrite

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Supported triggers and actions

- Direction
- InboxRequired
Trigger
Instant
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- Direction
- InboxRequired
Trigger
Instant
Try It
- InboxRequired
Trigger
Instant
Try It
Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job AddressRequired
- Job CityRequired
- Job StateRequired
- Job ZipRequired
- Start TimeRequired
- End TimeRequired
- Appointment DetailsRequired
- Assign To
- Send Email RemindersRequired
- Send Sms RemindersRequired
Action
Write
- Contact IdentifierRequired
- Contact Identifier Type
- Message ContentRequired
- Sender
Action
Write

- StatusRequired
- InboxRequired
Trigger
Instant
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- InboxRequired
Trigger
Instant
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
Write