Check Cherry + Workiz
Create leads in Check Cherry for new jobs in Workiz
Streamline your lead management process with this efficient workflow. As soon as a new job springs up in Workiz, a parallel lead is created in Check Cherry. This not only helps you respond swiftly to fresh job opportunities but also ensures your leads are systematically organized. Opt for this workflow and boost your productivity, while saving valuable time.
Streamline your lead management process with this efficient workflow. As soon as a new job springs up in Workiz, a parallel lead is created in Check Cherry. This not only helps you respond swiftly to fresh job opportunities but also ensures your leads are systematically organized. Opt for this workflow and boost your productivity, while saving valuable time.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Lead
Adds a new lead to your Check Cherry account.
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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
Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try It
