Workiz + Zoho Inventory
Create contacts in Zoho Inventory for new leads in Workiz
Streamline your lead management process with this workflow. Whenever a new lead pops up in Workiz, a contact is instantly established in Zoho Inventory. It saves you the trouble of manually importing data, freeing you up to focus on other important tasks. Efficient and time-saving, this automation enhances overall productivity in managing your leads.
Streamline your lead management process with this workflow. Whenever a new lead pops up in Workiz, a contact is instantly established in Zoho Inventory. It saves you the trouble of manually importing data, freeing you up to focus on other important tasks. Efficient and time-saving, this automation enhances overall productivity in managing your leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new 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
OrganizationRequired
Try It