Automation can save you time and keep your business running efficiently. DripJobs integrates with Zapier, allowing you to connect your account with hundreds of other apps — from calendars and CRMs to marketing tools and communication platforms.
Below are some of the most used Zaps by DripJobs customers, along with their triggers, actions, and practical use cases:
1. Exporting New Leads from DripJobs to a Spreadsheet
Trigger: New Lead Created (Instant)
Action: Add Row in Google Sheets
Use Case:
Automatically logs new leads into a spreadsheet for tracking and reporting.
Helps with lead management and follow-up.
Provides a backup of lead data outside DripJobs.
2. Creating a New Lead from a Spreadsheet (e.g., D2D Leads)
Trigger: New Row in Google Sheets
Action: Create New Lead in DripJobs
Use Case:
Allows businesses to collect leads manually (e.g., from door-to-door sales) and have them automatically entered into DripJobs.
Reduces manual data entry and improves efficiency.
3. Scheduling an On-Site Estimate in a Google Calendar Different from the One Synced with DripJobs
Trigger: On-Site Estimate Scheduled (Instant)
Action: Create Event in Google Calendar
Use Case:
Syncs scheduled estimates to a different calendar, useful for teams managing multiple calendars.
Keeps calendars organized by department or region.
4. Sending an Email Notification When a Proposal is Viewed
Trigger: Proposal Viewed (Instant)
Action: Send Email via Gmail or Outlook
Use Case:
Notifies the sales team when a client views a proposal.
Enables quick follow-ups to help close deals faster.
Can also be used to send automated follow-up emails.
5. Automating Emails Based on Assigned Tags
a) Work Order Email to Crew Leader or Project Manager
Trigger: Tag Assigned (e.g., Crew Leader or PM name)
Action: Send Email with Work Order and Job Details
Use Case:
Ensures timely delivery of work orders to the right team members.
Keeps everyone informed and on schedule.
b) Sending a Color Consultation Form to Clients
Trigger: Tag Assigned (e.g., “Color Consultation”)
Action: Send Email with Consultation Form
Use Case:
Automatically sends a form with consultation questions when the tag is added.
Streamlines the process and gathers important client details.
Interested in setting up one of these Zaps? 🚀
Schedule a session with our Zapier expert and get everything up and running smoothly:
👉 Book your DripJobs Zapier Setup Session
We’ll walk you through the process step by step and make sure your automations work exactly how you need them to. ⚙️✨