Auto leads allow you to automatically create leads from lead sources you know. Workiz will parse the Email or text message you receive and create a new lead.

  1. Click on the upper-left gear and then on “Marketplace”

2. Search for the "Leads" add-on by scrolling down, using the search bar, or by clicking on one of the categories and click on "Learn More".

3. From the upper-right side slide the toggle to "Active."

4. Click on "Go To Leads Settings"

5. Click '+Add New' to create a new Auto lead

6. Name your new rule

7. Enter the Email address or Text message number these leads are coming from.

8. Specify where to forward these messages to (Optional)

9. Add an auto-response like: "Ok got it!" (Optional)

10. Select how to pick up data

10.1 By custom formula - Type in the pattern that our messages usually come in as, Press # to use shortcodes
For example Name: {{job.fullName}} Tell Workiz that after Name: We will find the customers name

10.2 Automatic - Workiz will search your messages for common patterns: Name, formatted US address (123 w main st San Diego, CA 92109) and phone numbers

11. Save and your new rule is ready to work.

Getting your rules to work

Notify your lead provider to start sending new leads to your Workiz Email (accountXXX@msg.workiz.com) Or your Workiz SMS number and leads will start automatically create from there.

Auto Identify External Companies

If the Email address or phone number the message is coming from matches one of your external companies the lead will be auto-assigned to that company.

Need more help? See related articles below:

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How to Get More Jobs from Your Facebook Business Page
Better Tracking for Your Online Booking

Setting Up Custom Fields by Job Type

Customizing Your Invoice and Estimates

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