Jills Office + Yardbook

Create Yardbook leads from new action items in Jill's Office

Activate this Zap to keep your contact details up to date across platforms while avoiding duplicate data entry chores. When a customer calls into Jill's Office and an admin fills out the contact form for the customer in the Jill's Office app, a contact will be created in Yardbook automatically.

When this happens...
New Action ItemTriggers when a new action item is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with Jills Office and Yardbook

Discover other triggers and actions you can use with Jills Office and Yardbook

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
  Required
- Source
  Required
- More information
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
Try It
New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
Try It
New Survey Received
Trigger
Polling
Try It

New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
Try It
- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
Try It
New Business Profile Message
Trigger
Polling
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Polling
Try It
New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
Try It
- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

About Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

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Related categories

CRM (Customer Relationship Management)

About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

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Related categories

CRM (Customer Relationship Management)

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