DripJobs + OpenPhone

Create new DripJobs leads from completed OpenPhone calls

Never miss a potential lead with this efficient workflow between OpenPhone and DripJobs. When an incoming call concludes within the OpenPhone application, it kicks off a process to generate a new lead in DripJobs. This quick and simple process ensures that every call is turned into an opportunity, boosting your customer base and maximizing your business potential.

When this happens...
Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
TriggerInstant
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Create Lead
Creates a new Lead
ActionWrite

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Supported triggers and actions

- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
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Instant
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- Select Phone NumbersRequired
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Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write
Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
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Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
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Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job Address
- Job City
- Job State
- Job Zip
- Start TimeRequired
- End TimeRequired
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
Action
Write

- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
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Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
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Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
Write