DashClicks + Service Provider Pro
Create new Service Provider Pro clients from new DashClicks persons
Enjoy seamless task coordination with this workflow whenever you add a new contact in DashClicks. Instantly, a new client appears in Service Provider Pro, aligning your sales and service duties. This workflow not only saves time but also minimizes the potential for oversights and errors in your operations.
Enjoy seamless task coordination with this workflow whenever you add a new contact in DashClicks. Instantly, a new client appears in Service Provider Pro, aligning your sales and service duties. This workflow not only saves time but also minimizes the potential for oversights and errors in your operations.
- When this happens...New Person (Contacts)
Triggers when a new person is added to the Contacts App.
- automatically do this!Create Client
Create a new client account.
- Free forever for core features
- 14 day trial for premium features & apps
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try It
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try ItWhich funnel should we watch for optins?Required
When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Try It