AnswerConnect + Workiz
Create leads in Workiz from new messages in AnswerConnect
Turn your AnswerConnect new messages into fresh leads on Workiz instantly. With this workflow, every new message you receive in AnswerConnect is directly used to create a lead in Workiz, helping to boost your productivity, save time, and optimize your lead management system. Take advantage of this seamless communication bridge that keeps your lead data updated and relevant.
Turn your AnswerConnect new messages into fresh leads on Workiz instantly. With this workflow, every new message you receive in AnswerConnect is directly used to create a lead in Workiz, helping to boost your productivity, save time, and optimize your lead management system. Take advantage of this seamless communication bridge that keeps your lead data updated and relevant.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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New Message
Triggers when a new message is taken.
Try ItJob 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
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