DripJobs is designed to help automate follow-ups and your workflow. One way to streamline this process is to avoid having to manually enter lead information. In this help article, we're going to discuss how to automatically send your leads to DripJobs by way of our Zapier Integration.
Zapier API
Zapier is the easiest way to get leads inside of DripJobs. In order to do so, you must ensure that your lead provider can send leads to Zapier. Here's a list of a few that we are certain can come from HomeAdvisor:
HomeAdvisor
Angie's List
Facebook Leads
ManyChat Messenger Leads
Remember: You must have a Zapier PRO account in order to integrate leads.
You now have all these NEW following options to Zap into DripJobs
Create Appointment Request & Deal: Creates a Contact, Appointment Request, and a Deal in the Sales Pipeline "Estimate Requested" Stage
Create Lead: Creates a new Lead
Create On-Site Estimate & Deal: Creates a Contact, Estimate Appointment, and a related Deal in the Sales Pipeline in the Estimate Scheduled Deal Stage
Move Deal or Job: Moves a Deal or Job to a new stage
Send Chat Message: Sends a Text Message Through DripJobs Chat Feature
Update Appointment: Updates The Upcoming Appointment Date & Time For The Contact
Find Most Recent Deal or Job: Finds the most recent deal or job for a customer by their email or phone number. Choose whether to return their latest deal or latest job, and we'll send back the newest active one.
Step 1: Define a Trigger
Step 2: Define a Trigger Event for the associated App or Service you are pulling leads in from
Step 3: Test your Trigger to ensure you pulled in the correct data
Step 4: Find DripJobs and Select the "Create Lead in DripJobs" Action
Important: Currently, there is only one Deal Stage this will default to, which is "New Leads"
Step 5: Copy & Paste your Unique Zapier API Code found in the "Settings - Integrations" Tab of your DripJobs Account
Step 6: Set up the action - find the data from your trigger and input them into the DripJobs Values listed
Step 7: Turn on your new Zap
Step 8: Hit "Test & Continue"
Step 9: Visit the Deals Dashboard of your DripJobs account and confirm the new lead has been added to the "New Leads" stage.
Important: If you have a drip to be sent "Immediately" for Deals created in the New Lead Stage, this lead will receive it.
