RingCentral + Workiz
Create contacts in RingCentral for new leads in Workiz
Ensure that your leads from Workiz are promptly followed up by creating a new contact in your RingCentral app as soon as a new lead comes in. This automation seamlessly transfers new lead information from Workiz to RingCentral, enhancing your response time and efficiency. It's an ideal solution for businesses looking to streamline their lead management and increase productivity.
Ensure that your leads from Workiz are promptly followed up by creating a new contact in your RingCentral app as soon as a new lead comes in. This automation seamlessly transfers new lead information from Workiz to RingCentral, enhancing your response time and efficiency. It's an ideal solution for businesses looking to streamline their lead management and increase productivity.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new external contact in personal address book.
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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
Description
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try It