DripJobs + SalesRabbit
Create new appointments in DripJobs for new or updated leads in SalesRabbit
Boost your sales process with this workflow. When there's a new or updated lead in SalesRabbit, it triggers an appointment creation in DripJobs. This enables you to seamlessly move newly-qualified leads directly into your appointment schedule, ensuring you don't skip a beat in your sales process and improve engagement with potential customers.
Boost your sales process with this workflow. When there's a new or updated lead in SalesRabbit, it triggers an appointment creation in DripJobs. This enables you to seamlessly move newly-qualified leads directly into your appointment schedule, ensuring you don't skip a beat in your sales process and improve engagement with potential customers.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create On-Site Estimate
Creates a contact, estimate, and deal in the Sales Pipeline
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Card Label Changed
Triggers when a card label is changed
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FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
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