The Customer Factor Integrations

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Create or update contacts in Constant Contact for new customers in The Customer Factor
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The Customer Factor + Constant Contact
Add new The Customer Factor customers to NiceJob as persons
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The Customer Factor + NiceJob
Create prospects in The Customer Factor from new form entries in WPForms
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WPForms + The Customer Factor
Create new estimates in The Customer Factor when pipeline stages change in LeadConnector
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LeadConnector + The Customer Factor

Create prospects in The Customer Factor from new Squarespace form submissions
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Squarespace + The Customer Factor

Add new The Customer Factor customers as SendJim contacts
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The Customer Factor + SendJim

Create or update contacts in Constant Contact for new customers in The Customer Factor

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The Customer Factor + Constant Contact

Add new The Customer Factor customers to NiceJob as persons

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The Customer Factor + NiceJob

Create prospects in The Customer Factor from new form entries in WPForms

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WPForms + The Customer Factor

Create new estimates in The Customer Factor when pipeline stages change in LeadConnector

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LeadConnector + The Customer Factor

Create prospects in The Customer Factor from new Squarespace form submissions

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Squarespace + The Customer Factor

Add new The Customer Factor customers as SendJim contacts

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The Customer Factor + SendJim

Supported triggers and actions

What does this mean?

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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New Customer
Triggers when a new customer is added to The Customer Factor.
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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New Payment
Triggers when an invoice is paid in The Customer Factor.
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

The Customer Factor Integrations

Do more with The Customer Factor integrations

LeadConnector

Google Sheets

NiceJob

Facebook Lead Ads

ClickUp

Mailchimp

MailerLite

monday.com

Gravity Forms

LeadConnector

Google Sheets

NiceJob

Facebook Lead Ads

ClickUp

Mailchimp

LeadConnector

Google Sheets

NiceJob

Facebook Lead Ads

ClickUp

Mailchimp

MailerLite

monday.com

Gravity Forms

Join millions worldwide who automate their work using Zapier

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to NiceJob as persons

Create prospects in The Customer Factor from new form entries in WPForms

Create new estimates in The Customer Factor when pipeline stages change in LeadConnector

Create prospects in The Customer Factor from new Squarespace form submissions

Add new The Customer Factor customers as SendJim contacts

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to NiceJob as persons

Create prospects in The Customer Factor from new form entries in WPForms

Create new estimates in The Customer Factor when pipeline stages change in LeadConnector

Create prospects in The Customer Factor from new Squarespace form submissions

Add new The Customer Factor customers as SendJim contacts

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

About The Customer Factor

Related categories

Popular The Customer Factor Integrations

Popular The Customer Factor Integrations