Airtable + JobProgress

Manage new JobProgress leads by creating or updating records in Airtable

This workflow streamlines your lead management by promptly transferring new lead information from JobProgress to Airtable. As soon as a new lead is detected in JobProgress, the workflow generates or updates the corresponding record in your Airtable base. This seamless integration of apps not only ensures that your records are always up-to-date but also facilitates efficient lead tracking and management.

This workflow streamlines your lead management by promptly transferring new lead information from JobProgress to Airtable. As soon as a new lead is detected in JobProgress, the workflow generates or updates the corresponding record in your Airtable base. This seamless integration of apps not only ensures that your records are always up-to-date but also facilitates efficient lead tracking and management.

  1. When this happens...
    JobProgressJobProgress
    New Lead

    New Lead from JobProgress

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Updates an existing record if one exists, otherwise creates a new record.

    ActionWrite
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Supported triggers and actions

  • JobProgress triggers, actions, and search

    New Customer

    New Customer from jobprogress

    Trigger
    Scheduled
    Try It
    • Lead Id

    • Job Id / Job Number (8888-9999-01)

    • Documents ListRequired

    Action
    Write
    • Lead IdRequired

    • Value

    • Latitude

    • Longitude

    • Address

    • City

    • House Number

    • Street

    • Zip Code

    • State

    • Country

    • Company

    • Documents List

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    • Salesman / Customer Rep

    • Job Rep / Estimator

    • Job Description

    • Referral

    Action
    Write
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
  • JobProgress triggers, actions, and search

    New Lead

    New Lead from JobProgress

    Trigger
    Scheduled
    Try It
    • IDRequired

    • First NameRequired

    • Last Name

    • PhoneRequired

    • EmailRequired

    • Company Name

    • Address

    • City

    • State

    • Zip Code

    • Country

    Action
    Write
    • Lead IdRequired

    • Value

    • Latitude

    • Longitude

    • Address

    • City

    • House Number

    • Street

    • Zip Code

    • State

    • Country

    • Company

    • Documents List

    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

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  • Databases

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jobprogress logo
jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors

Related categories

  • CRM (Customer Relationship Management)

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