Constant Contact + Workiz
Create clients in Constant Contact from new jobs in Workiz
Every new job scheduled in Workiz will create a new contact.
Every new job scheduled in Workiz will create a new contact.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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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
Job 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
New Contact
Triggers when a new contact is added to your account.
Try It
