The Customer Factor + Wix

Create new prospects in The Customer Factor when new forms are completed in Wix

When a form is filled out in Wix, transform that information immediately into a new prospect in The Customer Factor, fostering efficient client management. This seamless workflow ensures your leads never fall through the cracks, powering effective lead nurturing and ultimately, business growth.

When this happens...
Forms
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Prospect
This action will create the prospect in The Customer Factor
ActionWrite

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Supported triggers and actions

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
- Event startsRequired
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write