Birdeye + Simpro

Create customers in Birdeye when jobs are updated in Simpro

When any job updates occur in Simpro, this workflow ensures the relevant data is swiftly inputted into Birdeye as a new customer. The process not only eliminates data entry errors but also helps keep your Birdeye customer database timely and accurate. Utilizing the same terminology as within the apps themselves, this workflow streamlines your operations, ensuring seamless customer interactions and efficient service delivery.

When any job updates occur in Simpro, this workflow ensures the relevant data is swiftly inputted into Birdeye as a new customer. The process not only eliminates data entry errors but also helps keep your Birdeye customer database timely and accurate. Utilizing the same terminology as within the apps themselves, this workflow streamlines your operations, ensuring seamless customer interactions and efficient service delivery.

  1. When this happens...
    SimproSimpro
    Job Updated

    Triggers when a job is updated.

    TriggerInstant
  2. automatically do this!
    BirdeyeBirdeye
    Create Customer

    Creates a new customer for a specified business.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Job Updated

    Triggers when a job is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Quote Updated

    Triggers when a quote is updated.

    Trigger
    Instant
    Try It
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About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.
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Related categories

  • Reviews
simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Help

Related categories

  • Project Management