JobProgress + Setmore Appointments
Create new Setmore Appointments contacts from new JobProgress customers
Easily streamline your client onboarding process with this simple workflow. Whenever you add a new customer in the JobProgress app, it will create a corresponding contact in Setmore Appointments. This seamless integration delivers fluid customer management, helping to ensure no client falls through the cracks and that scheduling appointments is a breeze.
Easily streamline your client onboarding process with this simple workflow. Whenever you add a new customer in the JobProgress app, it will create a corresponding contact in Setmore Appointments. This seamless integration delivers fluid customer management, helping to ensure no client falls through the cracks and that scheduling appointments is a breeze.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Contact
Create a new contact.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Appointment Deleted
Triggers when a appointment is deleted.
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Delete Contact
Triggers when a contact is deleted.
Try It
