Create new leads in Workiz when new leads are created in LSArespond
This workflow springs into action whenever there's a new lead in the LSArespond app, instantly creating a corresponding lead in the Workiz app. This seamless process ensures better lead management and follow-ups, saving you the hassle of manual entry. Perfect for businesses seeking an efficient method for tracking and managing new leads in real-time.
- When this happens...New Lead CreatedTriggers when a new lead is created.
- automatically do this!Create LeadSchedules a new lead in your Workiz account.
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More things you can do with LSArespond and Workiz
Discover other triggers and actions you can use with LSArespond and Workiz
- New Lead Created
Triggers when a new lead is created.
Try ItTriggerInstant - 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
- 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
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