Convoso + Workiz
Create new Convoso leads from new Workiz leads
This workflow streamlines your lead management process by automatically transferring new leads from Workiz to Convoso. Every time a new lead is added in Workiz, this automation ensures their information is immediately inserted as a lead in Convoso. It helps in ensuring timely follow-ups, increasing efficiency and fostering productivity.
This workflow streamlines your lead management process by automatically transferring new leads from Workiz to Convoso. Every time a new lead is added in Workiz, this automation ensures their information is immediately inserted as a lead in Convoso. It helps in ensuring timely follow-ups, increasing efficiency and fostering productivity.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Lead: Insert
This is to create a new lead in convoso
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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
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Try It