Overview

Connect your Sweep&Go Account with NiceJob

Note: If you would like NiceJob to set up reviews automation for you using their own Zapier account, you may contact William Matthews https://calendly.com/williamnicejob/18min or william@nicejob.com  For more info, please visit https://get.nicejob.com/ 

Requirements:

  • Sweep&Go account (POOfessional Plan)
  • Zapier Account (Starter Plan or Higher)
  • NiceJob Account

Step #1: Connect Zapier to Sweep&Go Webhooks

See tutorial Zapier + Sweep&Go via webhooks

You will need to choose the event: client:client_onboarding_recurring in the linked tutorial.

Step #2: Test Trigger in Zapier

After you finish connecting Sweep&Go with Zapier, please send some data to Zapier webhook to continue building the integration.

Log in to your Sweep&Go Employee Portal and add a new client using dummy data (Please refer to Residential Clients Tutorial if you’re not sure how to create a new client via Employee Portal)

Go to your Zapier webhooks and click on “Test Trigger” and you should see the data that you entered within your client onboarding form.

Step #3: Add NiceJob to Your Zap

Click on the plus icon under the webhooks and search for NiceJob

Option #1

Use “Create or Update Person” to just add new user to the CRM

Option #2

Use “Enroll Contact” to just automatically add new client to one of your existing campaigns

On the next step, select the NiceJob account you want to use or add a new one

After your NiceJob account is connected, you will see a new “Set up action” step

You may now fill out all the fields you need. If you need Sweep&Go data, it will be shown when you click on any of the fields, press “Show all options” to see all webhook data.

Step #4: Test and Publish Your Zap

After finishing the action step, you will be switched to “Test action”, click “Test & continue” and after that you will be able to publish the Zap and this will automatically send all new leads to your NiceJob account.

To be sure that the integration is working, click “Test & continue” and check your NiceJob account to see your test submission.