LeadQuiz + Workiz
Create Workiz leads from new LeadQuiz form submissions
Streamline your lead management process with this efficient integration. When a new form submission is received in LeadQuiz, a lead is automatically created in Workiz, ensuring that no potential client is missed. This integration allows you to quickly follow up on new leads and keep your workflow organized, making it an ideal solution for businesses looking to enhance their lead tracking and response time.
Streamline your lead management process with this efficient integration. When a new form submission is received in LeadQuiz, a lead is automatically created in Workiz, ensuring that no potential client is missed. This integration allows you to quickly follow up on new leads and keep your workflow organized, making it an ideal solution for businesses looking to enhance their lead tracking and response time.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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Form IDRequired
Try ItJob 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
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