DripJobs + Zoho Books
Create Zoho Books customers from new DripJobs leads
Turn every new lead from DripJobs into a customer in Zoho Books with this seamless automation. The moment a fresh lead is captured in DripJobs, this workflow instantly sets up a new customer in your Zoho Books. It simplifies your client onboarding process, helps you maintain complete financial records, and saves you valuable time so that you can focus on building relationships with your prospects.
Turn every new lead from DripJobs into a customer in Zoho Books with this seamless automation. The moment a fresh lead is captured in DripJobs, this workflow instantly sets up a new customer in your Zoho Books. It simplifies your client onboarding process, helps you maintain complete financial records, and saves you valuable time so that you can focus on building relationships with your prospects.
- When this happens...New Lead Created
Triggers when a new lead is created in dripjobs.
- automatically do this!Create Customer
Creates a new customer.
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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.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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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 ItProposal Viewed
Triggers when a proposal is viewed by customer
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