DripJobs workflow automation is incredibly powerful. Based off of specific actions taken by either you (the User) or your customers, DripJobs will move deals automatically.
Here's a list of the Deal Movement & Creation Automations
Deal Created Automatically in "New Leads" when a Lead is sent to DripJobs via API (Zapier)
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
Painter's Choice
Facebook Leads
ManyChat Messenger Leads
Remember: You must have a Zapier PRO account in order to integrate leads.
Trigger: When a new deal is created through Zapier
Action 1: Contact Created in DripJobs
Action 2: Deal Created in New Leads Stage
Action 3: New Lead Drip Sequence Activated
Action 4: User Notified of New Lead Through Email Notification
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.
Deal in "New Lead" or "Estimate Pending" stage that uses the "Customer Portal" to Request an Appointment will move to Estimate Requested Automatically Once Request is Made
This automation is great for Drip emails that string out to a New Lead that hasn't committed to an appointment yet.
Trigger: When a customer with a Deal in New Lead or Estimate Pending uses their Customer Portal to request an estimate
Action 1: DripJobs Moves Deal to Estimate Requested Stage
Action 2: User Notified of Request Via Email Notification
Action 3: Appointment Request Created in Appointments Tab
Action 4: Estimate Requested Drip Sequence Activated
Step 1: Customer has a Deal in New Leads Category
Step 2: Drip sends with a "Schedule" link attached to it
Step 3: Customer opens the link which will lead to their Customer Portal, they use the "New Appointment" form to request an appointment date & time.
Step 4: DripJobs recognizes the new request, and moves the deal to the "Estimate Requested" Deal Stage automatically
Important: In order for the automation to flow correctly, the customer has to be in a Deal Stage prior to "Estimate Requested" (New Lead or Estimate Pending Stage)
Appointments Requested through Unique Booking URL Creates deal Automatically in Estimate Requested Stage
Trigger: Customer uses Unique URL to Request an Appointment
Action 1: Contact is Created in DripJobs
Action 2: Deal is Created in Estimate Requested Deal Stage
Action 3: Appointment Request Created in Appointments Tab
Action 4: User Notified Via Email of the Request
Action 5: Drip Sequence for Estimate Requested Stage is Activated
The DripJobs Booking Link is a great way to streamline appointment requests and will allow you to input customer information into DripJobs automatically.
First, find your DripJobs Booking Link inside of Settings. It will be next to the sub header that says "Subdomain"
Common places this link can be utilized:
On your website
Sent through text or email
On ads or other marketing channels
When someone clicks on the link, they'll be taken to your Appointment Request Form. From here, they have the ability to submit a request for an appointment by choosing two dates that they prefer:
Once a request is submitted, a Deal for this contact will be created in the "Estimate Requested" Deal Stage automatically.
You'll get a notification in your email informing you of the request:
Inside of DripJobs, you'll see the NEW Appointment Request inside of your Appointments Tab:
Appointments Booked with a Deal in Estimate Requested stage will move to Estimate Scheduled Stage
Trigger: When an Appointment Request is Scheduled
Action 1: Move Deal to Estimate Scheduled Deal Stage
Action 2: Estimate Scheduled Drip Sequence is Activated
Action 3: Add Event to Appointments Calendar
To review and Book the Request, click here:
A form like this will populate with the request details and the ability to schedule:
Schedule the Appointment, hit Save:
Once you schedule the appointment, the Deal will automatically move from "Estimate Requested" to "Estimate Scheduled"
Appointment Scheduled through internal Appointment Scheduler will Create a Deal in Estimate Scheduled
When fielding phone calls, you have the ability to book an Appointment directly through DripJobs.
Trigger: When a New Appointment is Booked Internally
Action 1: Create Contact in DripJobs
Action 2: Create New Deal in Estimate Scheduled Stage
Action 3: Drip Sequence for Estimate Scheduled is Activated
Step 1: Go to the Appointments Tab and select "New Appointment"
Step 2: Add Appointment Details
Important: If there's an overlap in the schedule, you'll get a notification indicating what days and times are currently unavailable or currently booked before you Save the booking.
Step 3: Once booked, DripJobs will create a New Deal inside of the "Estimate Scheduled" Deal Stage
Proposal Created using Deal Command Center will Move any Deal in a prior stage before "Proposal Pending Delivery" to Proposal Pending Delivery Stage
Trigger: If a Deal is in (New Leads, Estimate Pending, Estimate Requested, Estimate Scheduled) and a Proposal is Created using the Deal Command Center
Action 1: DripJobs will move the Deal to Proposal Pending Delivery Stage
Action 2: Drip Sequence for Proposal Pending Delivery Stage Activated
Action 3: Proposal Logged inside of Deal Command Center
Step 1: Open Deal Command Center, hit "Create Proposal"
Step 2: Save a Proposal as a Draft
Note: When a Proposal is Created, it will automatically Save as a Draft until it is Sent.
Step 3: DripJobs will automatically Move the Deal to Proposal Pending Delivery
Step 4: The Deal Command Center will populate the Proposal that was generated inside of the Proposals / Jobs box to be accessed when you're ready to finish it.
When a Proposal is sent, if the Deal is in a stage prior to Proposal Sent, the Deal will move to Proposal Sent
Trigger: When there's a Deal in a Stage prior to "Proposal Sent", once a Proposal is Sent
Action 1: Move the Deal to Proposal Sent
Action 2: Proposal Sent Drip Sequence Activated
Step 1: Add Line Items to Create a Proposal
Step 2: Send the Proposal
Step 3: DripJobs moves the Deal to Proposal Sent Stage from any Prior Stage
Important: DripJobs will NOT move the deal here if the deal or job is beyond the Proposal Sent stage in order to avoid the wrong sequence sending, or duplicate drip sequences sending.
When a Customer Signs and Accepts a Proposal, the Deal will move to the Jobs Pipeline under stage "Project Pending Schedule"
Trigger: When a customer signs or places a deposit on a proposal
Action 1: DripJobs recognizes this is a "Job" and moves the Deal to "Jobs Pending Schedule" Stage
Action 2: Drip Sequence for "Project Pending Schedule" Activates
Action 3: User Notification Sent through Email
Step 1: Your customer signs the proposal through their Customer Portal
Step 2: The "Deal" is no categorized as a "Job" in the Jobs Pipeline under the Project Pending Schedule Job Stage
When a "Job" is scheduled through the Deal Command Center, the "Job" will move to Project Scheduled from the Project Pending Schedule Job Stage.
Trigger: When a "Job" is Scheduled
Action 1: DripJobs Moves Deal to Project Scheduled Job Stage
Action 2: DripJobs Adds Job to Jobs Calendar
Action 3: Drip Sequence For "Project Scheduled" Job Stage Activated
Step 1: Open the Deal Command Center for the Job you are wanting to Schedule. Select "Schedule Job" on the "Quick Actions" Menu.
Step 2: Select the Accepted Proposal that you're wanting to schedule and choose a Date & Time for the Project to be Scheduled
Important: DripJobs will notify you of any overlapping events if you choose a date with an event already scheduled.
Step 3: DripJobs will automatically move the Job from "Project Pending Scheduled" to "Project Scheduled"
When an Appointment is scheduled with a Deal that is in "New Leads" or "Estimate Pending" by using the "Schedule Apt" button in the Deal Command Center, the Deal will automatically move to "Estimate Scheduled"
Trigger: When a "Appointment" is Scheduled
Action 1: DripJobs Moves Deal to Estimate Scheduled Stage
Action 2: DripJobs Adds Appointment to Appointments Calendar
Action 3: Drip Sequence For "Estimate Scheduled" is Activated
Step 1: Locate a Deal inside of "New Leads" or "Estimate Pending" Deal Stage
Step 2: Open up the Deal Command Center and select "Schedule Apt" Quick Action
Step 3: Choose a Date & a Time for the Appointment and hit "Save"
Step 4: Deal Moves automatically to Estimate Scheduled!