DripJobs + OpenPhone
Manage new scheduled DripJobs estimates by creating or updating OpenPhone contacts
Keep your contacts updated the moment you schedule an on-site estimate in DripJobs. With this workflow, each time an on-site estimate is booked in DripJobs, it will effortlessly generate or refresh the relevant contact details in OpenPhone. It keeps information streamlined, ensuring you stay organized and maintain vital client details all in one place. Experience the comfort of smart contact management.
Keep your contacts updated the moment you schedule an on-site estimate in DripJobs. With this workflow, each time an on-site estimate is booked in DripJobs, it will effortlessly generate or refresh the relevant contact details in OpenPhone. It keeps information streamlined, ensuring you stay organized and maintain vital client details all in one place. Experience the comfort of smart contact management.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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Card Label Changed
Triggers when a card label is changed
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try It
Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
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