🗨️ Create a Custom Stage in DripJobs
In this example, we will create a stage for Commercial Leads.
1. Click on Drips
2. Click on + Add Custom Stage
3. Name the stage
4. Click on Save
5. The stage will be created
6. Click and Drag the stage to any position before the Estimate Requested stage
🗨️ Setting up the Zap in Zapier
7. Choose the Lead Source and provide the needed data.
See this article for more information on fully setting up the lead automation.
8. Click on Action
9. Click on DripJobs
10. Choose Create Lead as the Event
11. Sign into your DripJobs Account using your Zapier API
This is located in Company Settings under Integrations.
12. Click on Action and fill in the desired information.
13. You can now choose the newly customized Deal Stage to direct the Zap to.
14. Once the Zap is published, leads coming in through the Zap will be put in the custom Deal Stage automatically and begin receiving targeted Drips.
See this article for more on Drips.
