Once a lead is sent to DripJobs, it will automatically be created in the "Cold Leads" stage. IMPORTANT: If you have a Drip message triggered to send automatically in this stage, the drip message will trigger as soon as the lead is entered into DripJobs.
After you follow this process, Angi will need to do some setup to send leads to DripJobs. This takes a few days. When they have this set up they will email you to confirm, and they usually send a test lead into DripJobs.
1. Click on "Company Settings"
2. Click on "Integrations"
3. See "Angi Leads" integration and click "Copy"
4. Send the Angi Integrations team the following email:
Send the email to this email: Crmintegrations@angi.com
Subject: CRM Integration - (Your company name)
Body: Hi, please send my leads to the following webhook:
(Here is where you insert the web hook you copied from company settings)
My name is (insert your name here) with (insert your company name here) and my Angi Leads account number is (insert your angi leads account number here)
Thank you!
Here is an example below:
5. Wait for a response
Typically it takes the integrations team 2-3 business days to send a response. They will inform you of a successful sync.
6. Check your DripJobs account
Once a lead enters your DripJobs account, you should see them in the "Cold Leads" deal stage. The system will automatically assign the "Angi Leads" lead source to the customer. The information of the request will be found in "Notes"
After you follow this process, Angi will need to do some setup to send leads to DripJobs. This takes a few days. When they have this set up they will email you to confirm, and they usually send a test lead into DripJobs.
Remember: If you have a drip set to send immediately in the Cold Leads stage, DripJobs will send it as soon as the lead enters into the system. In most cases, this is a good thing seeing as though the default Drip messages that come with your DripJobs account include a call-to-action for your lead to book an appointment. If you need help with setup, please send a message to the DripJobs help desk.