SendJim + Workiz

Create new SendJim contacts for new Workiz leads

Generate a fresh contact in SendJim whenever a new lead is added to Workiz. This streamlined workflow takes the hassle out of manual data-entry, allowing you to focus more on nurturing these new leads. It's an efficient, time-saving solution for ensuring a seamless transition of lead information between your Workiz and SendJim platforms.

Generate a fresh contact in SendJim whenever a new lead is added to Workiz. This streamlined workflow takes the hassle out of manual data-entry, allowing you to focus more on nurturing these new leads. It's an efficient, time-saving solution for ensuring a seamless transition of lead information between your Workiz and SendJim platforms.

  1. When this happens...
    WorkizWorkiz
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    SendJimSendJim
    Create Contact

    Create a contact in SendJim

    ActionWrite
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Supported triggers and actions

    • First 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

    Action
    Write
    • TimingRequired

    • Templates

    Trigger
    Instant
    Try It
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About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
Learn more

Related categories

  • Marketing
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workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Learn more

Related categories

  • Scheduling & Booking