Birdeye + Simpro

Create Birdeye customers from new Simpro jobs

Streamline your customer management process with this workflow. When a new job is added in Simpro, it creates a customer profile in Birdeye, ensuring all your customer information is consolidated in both platforms. This efficient cross-platform automation keeps your customer records consistent and up-to-date, increasing customer satisfaction and saving time.

Streamline your customer management process with this workflow. When a new job is added in Simpro, it creates a customer profile in Birdeye, ensuring all your customer information is consolidated in both platforms. This efficient cross-platform automation keeps your customer records consistent and up-to-date, increasing customer satisfaction and saving time.

  1. When this happens...
    SimproSimpro
    New Job

    Triggers when a job is created.

    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
birdeye logo
birdeye logo

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.
Learn more

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.

Related categories

  • Project Management