Manage new JobProgress leads by creating or updating persons in NiceJob
Capture new leads quicker and enhance business with this easy automation process. Whenever a fresh lead materializes in JobProgress, the information is seamlessly created or updated for a person's profile in NiceJob. This workflow enables swift lead management, saving you valuable time and ensuring a smooth engagement process.
Capture new leads quicker and enhance business with this easy automation process. Whenever a fresh lead materializes in JobProgress, the information is seamlessly created or updated for a person's profile in NiceJob. This workflow enables swift lead management, saving you valuable time and ensuring a smooth engagement process.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
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New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
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