Contractor+ + OpenPhone
Manage new Contractor+ leads by creating or updating contacts in OpenPhone
This workflow kicks in every time you gain a new lead in Contractor+. It smoothly transfers the information to OpenPhone, updating or creating a contact accordingly. Simplify and streamline your lead management process, eliminating the need to manually input data. It makes communication with your potential customers easier and more efficient, freeing up more time for you to focus on your valuable work.
This workflow kicks in every time you gain a new lead in Contractor+. It smoothly transfers the information to OpenPhone, updating or creating a contact accordingly. Simplify and streamline your lead management process, eliminating the need to manually input data. It makes communication with your potential customers easier and more efficient, freeing up more time for you to focus on your valuable work.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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New Client
Triggers when a new client is added.
Try ItNew Invoice
Triggers when a new invoice is added.
Try ItNew Work Order
Triggers when a new work order is added.
Try ItExpense TitleRequired
Expense Category IdRequired
Expense DateRequired
Expense AmountRequired
Description
Reimburse Id
Payment Mode Id
Reference No
Job Or Client
Is Tax Included
Tax Id
New Expense
Triggers when a new expense is added.
Try ItNew Lead
Triggers when a new lead is added.
Try ItSalutation
FirstnameRequired
Lastname
Company
Client Type
Leadid
Website
Is Client Tax Exempt
Tax Exemption Number
Billing Street
Billing Street 2
Billing Country
Billing State Id
Billing City
Billing Zip
Pa Same As Ba
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Street
Property Street 2
Property Country
Property State Id
Property City
Property Zip
Gate Code
Lockbox Code
Pcode
Pvalue
Ptype
Pis Primary
Evalue
Etype
Eis Primary
Salutation
First NameRequired
Last Name
Title
Description
Source
Company
Website
Address
Address 2
Country
State
City
Zip
Tags
Assigned
Is Public
Pvalue
Pis Primary
Pcode
Evalue
Eis Primary