involve.me + Yardbook

Create Yardbook leads from new involve.me submissions

Effortlessly streamline your lead generation process with this involve.me to Yardbook workflow. Whenever a new completed submission is received in involve.me, a lead will be created in Yardbook. Save time, stay organized, and improve your sales process with this seamless automation.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead and a prospect in Yardbook
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
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Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- address_line1Required
- cityRequired
- stateRequired
- postal_codeRequired
- countryRequired
- emailRequired
- phone
- full_nameRequired
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write