DripJobs + Trade Analytics Pro

DripJobs + Trade Analytics Pro integrations

Track new DripJobs estimates in Trade Analytics Pro

When estimates aren't tied to your ad spend data, you have no way of knowing which campaigns are actually getting people to show up for appointments. When a new estimate is scheduled in DripJobs, this integration automatically sends the event to Trade Analytics Pro with the customer details and estimated job value. You'll be able to see your true Cost Per Estimate Set across every campaign, so you know exactly where your marketing dollars are converting into booked appointments.

When this happens...
On-Site Estimate ScheduledTriggers when an on-site estimate scheduled appointment is created in dripjobs.
TriggerInstant
automatically do this!
Send Estimate to Trade Analytics ProSends an estimate/appointment event to Trade Analytics Pro. Tracks Cost Per Estimate Set.
ActionWrite

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More things you can do with DripJobs and Trade Analytics Pro

Discover other triggers and actions you can use with DripJobs and Trade Analytics Pro

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Proposal Viewed
Triggers when a proposal is viewed by customer
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Project Completed
Triggers when a project is marked completed in dripjobs.
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- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Start Time
  Required
- End Time
  Required
- Appointment Details
  Required
- Assign To
- Send Email Reminders
  Required
- Send Sms Reminders
  Required
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write

- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write
- Contact Identifier
  Required
- Contact Identifier Type
- Message Content
  Required
- Sender
Action
Write
- Email
  Required
- Phone
Action
Search
- CRM Record ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Job Zip Code
- Lead Source
- Job Revenue ($)
- Date Booked
Action
Write
- CRM Record ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Job Zip Code
- Lead Source
- Date Created
Action
Write

Card Label Changed
Triggers when a card label is changed
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Job Costing Completed
Triggers when a job costing is marked complete.
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New Lead Created
Triggers when a new lead is created in dripjobs.
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
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Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Appointment Details
  Required
- Lead Source
  Required
- Preferred Date
  Required
- Another Date
- Preferred Time
  Required
- Assign To
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Id
  Required
- Destination Stage
  Required
- Drip Sequence
- Pause Drips
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone
  Required
- Job Address
- Job City
- Job State
- Job Zip
- Start Time
  Required
- End Time
  Required
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
- Send Email Notification
- Send Sms Notification
Action
Write
- CRM Record ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Job Zip Code
- Lead Source
- Estimate Amount ($)
- Date Scheduled
Action
Write
- CRM Record ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Job Zip Code
- Lead Source
- Final Job Revenue ($)
- Date Completed
Action
Write

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Trade Analytics Pro

Trade Analytics Pro is a marketing analytics platform for contractors. It tracks leads, estimates, and booked jobs from your CRM and calculates key KPIs.

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Related categories

Beta

Marketing Automation

Related Zap Templates

Track new DripJobs leads in Trade Analytics Pro

Track newly-accepted DripJobs proposals in Trade Analytics Pro

Track newly completed DripJobs projects in Trade Analytics Pro