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Contractor+ + OpenPhone

Manage new Contractor+ leads by creating or updating contacts in OpenPhone

This workflow kicks in every time you gain a new lead in Contractor+. It smoothly transfers the information to OpenPhone, updating or creating a contact accordingly. Simplify and streamline your lead management process, eliminating the need to manually input data. It makes communication with your potential customers easier and more efficient, freeing up more time for you to focus on your valuable work.

This workflow kicks in every time you gain a new lead in Contractor+. It smoothly transfers the information to OpenPhone, updating or creating a contact accordingly. Simplify and streamline your lead management process, eliminating the need to manually input data. It makes communication with your potential customers easier and more efficient, freeing up more time for you to focus on your valuable work.

  1. When this happens...
    Contractor+Contractor+
    New Lead

    Triggers when a new lead is added.

    TriggerInstant
  2. automatically do this!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Contractor+ triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • Contractor+ triggers, actions, and search

    New Lead

    Triggers when a new lead is added.

    Trigger
    Instant
    Try It

    • Salutation

    • FirstnameRequired

    • Lastname

    • Company

    • Client Type

    • Leadid

    • Website

    • Is Client Tax Exempt

    • Tax Exemption Number

    • Billing Street

    • Billing Street 2

    • Billing Country

    • Billing State Id

    • Billing City

    • Billing Zip

    • Pa Same As Ba

    • Property Tenant Email

    • Property Tenant Phone

    • Property Tenant Phone Code

    • Property Tenant Name

    • Property Street

    • Property Street 2

    • Property Country

    • Property State Id

    • Property City

    • Property Zip

    • Gate Code

    • Lockbox Code

    • Pcode

    • Pvalue

    • Ptype

    • Pis Primary

    • Evalue

    • Etype

    • Eis Primary

    Action
    Write

    • Salutation

    • First NameRequired

    • Last Name

    • Title

    • Description

    • Source

    • Company

    • Website

    • Address

    • Address 2

    • Country

    • State

    • City

    • Zip

    • Tags

    • Assigned

    • Is Public

    • Pvalue

    • Pis Primary

    • Pcode

    • Evalue

    • Eis Primary

    Action
    Write
contractor-plus logo
contractor-plus logo

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

  • Scheduling & Booking
openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS

Related Zap Templates

  • Create or update OpenPhone contacts when new clients are added in Contractor+

Related Zap Templates

  • Create or update OpenPhone contacts when new clients are added in Contractor+