SendJim + Workiz
Create new SendJim contacts for new Workiz leads
Generate a fresh contact in SendJim whenever a new lead is added to Workiz. This streamlined workflow takes the hassle out of manual data-entry, allowing you to focus more on nurturing these new leads. It's an efficient, time-saving solution for ensuring a seamless transition of lead information between your Workiz and SendJim platforms.
Generate a fresh contact in SendJim whenever a new lead is added to Workiz. This streamlined workflow takes the hassle out of manual data-entry, allowing you to focus more on nurturing these new leads. It's an efficient, time-saving solution for ensuring a seamless transition of lead information between your Workiz and SendJim platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Create a contact
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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
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Tags