Create DripJobs leads from new Surefire Local Platform leads
When a new lead is received in the Surefire Local Platform, this workflow promptly creates a corresponding lead within the DripJobs app. Keeping your sales pipeline full and organized has never been easier. Boost your productivity by allowing your apps to seamlessly share important marketing information and focus on what truly matters — closing those deals.
When a new lead is received in the Surefire Local Platform, this workflow promptly creates a corresponding lead within the DripJobs app. Keeping your sales pipeline full and organized has never been easier. Boost your productivity by allowing your apps to seamlessly share important marketing information and focus on what truly matters — closing those deals.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new Lead
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New Lead Received
Triggers when a new lead is created.
Try ItBooking 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.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try It
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try It