Create detailed events in Google Calendar for new leads in Workiz
Save time and stay organized by letting this automation connect your Workiz app with Google Calendar. Whenever there's a new lead in Workiz, it will create a detailed event in your Google Calendar. No more manual entries, allowing you to focus more on nurturing leads and less on scheduling. Enhance your productivity by making sure every new prospect from Workiz is promptly reflected in your calendar.
Save time and stay organized by letting this automation connect your Workiz app with Google Calendar. Whenever there's a new lead in Workiz, it will create a detailed event in your Google Calendar. No more manual entries, allowing you to focus more on nurturing leads and less on scheduling. Enhance your productivity by making sure every new prospect from Workiz is promptly reflected in your calendar.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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
New Calendar
Triggers when a calendar is created.
Try It