Heyflow + Workiz
Create new leads in Workiz for every new response in Heyflow
Create leads in Workiz directly from new responses in Heyflow with this streamlined workflow. This efficient process transfers your Heyflow responses into Workiz as leads, saving you valuable time and strengthening your response management at your fingertips. It's an ideal solution for businesses looking to enhance their lead generation and management in a seamless, productive manner.
Create leads in Workiz directly from new responses in Heyflow with this streamlined workflow. This efficient process transfers your Heyflow responses into Workiz as leads, saving you valuable time and strengthening your response management at your fingertips. It's an ideal solution for businesses looking to enhance their lead generation and management in a seamless, productive manner.
- When this happens...New Response
Triggers when a new response is created.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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Heyflow IDRequired
Try ItJob 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
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