Create new Zoho Books customers from new JobProgress customers
Keep your financial records up to date with this seamless connection between JobProgress and Zoho Books. Whenever a new customer is added in JobProgress, their details will be added in Zoho Books simultaneously. This smooth workflow ensures that you don't have to manually enter your customer's data twice, saving you precious time you can devote to growing your business.
Keep your financial records up to date with this seamless connection between JobProgress and Zoho Books. Whenever a new customer is added in JobProgress, their details will be added in Zoho Books simultaneously. This smooth workflow ensures that you don't have to manually enter your customer's data twice, saving you precious time you can devote to growing your business.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Customer
Creates a new customer.
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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
OrganizationRequired
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
OrganizationRequired
Try It