SendJim + Workiz
SendJim + Workiz
SendJim + Workiz integrations
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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create ContactCreate a contact in SendJim
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More things you can do with Workiz and SendJim
Discover other triggers and actions you can use with Workiz and SendJim
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First 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
ActionWrite- TimingRequired
- Templates
Try ItTriggerInstant
About SendJim
SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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