Jellyreach + simPRO Integration

Connect Jellyreach to simPRO - Automate your workflows in 1-click

Set up Jellyreach automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of simPRO automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Jellyreach + simPRO integration.

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Ready Workflows For Jellyreach + simPRO Integration

Just click on the workflow you want to automate

Create Jellyreach contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Jellyreach to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding contact will automatically be created in Jellyreach.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update Jellyreach contact from new simPRO individual customer

simPRO + Jellyreach Integration

Activate

When Individual customer created in simPRO > Check condition > Create contact in Jellyreach

simPRO + Jellyreach Integration

Activate

1of1

Create Your Own Jellyreach & simPRO Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Job is created in simPRO
Triggers the automation whenever a new job is created
Instant
Company customer created in simPRO
Triggers the automation whenever a new customer is created within the company's database
Instant
Job is updated in simPRO
Triggers the automation whenever a job is updated
Instant
Company customer updated in simPRO
Triggers the automation whenever a company's customer information is updated
Instant
Site is created in simPRO
Triggers the automation whenever a new site is created
Instant
Site is updated in simPRO
Triggers the automation whenever a site is updated
Instant
Individual customer created in simPRO
Triggers the automation whenever a new individual customer is added
Instant
Individual customer updated in simPRO
Triggers the automation whenever a customer's information is updated
Instant
Quote is created in simPRO
Triggers the automation whenever a new quote is created
Instant
Quote is updated in simPRO
Triggers the automation whenever any quote is updated
Instant

Create contact in Jellyreach
Automatically adds a new contact to the database
Update contact in Jellyreach
Automatically updates contact information with new details
Unsubscribe contact in Jellyreach
Automatically removes contact from mailing list
Delete contact in Jellyreach
Automatically removes a contact from the address book
Add event in Jellyreach
Automatically schedule an event
Create individual customer in simPRO
Automatically creates a new individual customer record
Search individual customer in simPRO
Automatically searches for an individual customer
Search company customer in simPRO
Automatically searches for a company customer
Create contact in simPRO
Automatically adds a new contact to the database
Create company customer in simPRO
Automatically creates a new company customer record
Create service job in simPRO
Automatically generates a new service job
Search job in simPRO
Automatically searches for a job
Create site in simPRO
Automatically generates a new site entry
Search contact in simPRO
Automatically finds and retrieves contact information
Search site in simPRO
Automatically searches for a site
Create service quote in simPRO
Automatically generates a new service quote
Search quote in simPRO
Automatically searches for a quote
Create activity schedule block in simPRO
Automatically creates a new activity schedule block

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Jellyreach & simPRO In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Jellyreach or simPRO With 1200+ Other Apps

Jellyreach is a targeted, automated messaging platform that helps ecommerce merchants deliver targeted messages to customers based on their behavior and preferences.

See Jellyreach Integrations

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

See simPRO Integrations