Workiz integration with AnswerForce

AnswerForce + Workiz

How does the integration work?

Built by field service professionals, Workiz is trusted by over 110,000 pros to manage leads, jobs, and more.

Capture more leads and book jobs 24/7 by connecting your AnswerForce and Workiz accounts. Focus on winning the work that will scale your business.

The Trigger

Call taken

The receptionist takes a call and logs the caller's information in our system.

The Action

Data received

The information automatically appears in your Workiz account.

Add AnswerForce to your Workiz call flow and set
when you want virtual receptionists to take your calls.

Your AnswerForce receptionists will use customized scripts to capture leads, book new jobs, and more.

See calls, messages, jobs, and work booked into your calendar by our receptionists in your Workiz account.

1
Choose your integration
Find the Workiz under Integrations in your
AnswerForce App.
2
Pick your actions
Choose a resulting action from the other app.
3
Choose your data
Select the data you want to send from AnswerForce to Workiz.

What kind of information can I get with the Workiz AnswerForce integration?
You can get a range of different caller information, including:
- New caller contact details
- Nature of caller's inquiry
- Updated information for existing contacts
How does the integration work?
The integration connects AnswerForce with your Workiz account. After taking a call, your virtual receptionists record all the call information in the AnswerForce software and send it to you via email, SMS and the app. With the integration active, that information is also sent to your Workiz CRM, where it appears in the fields you specified when setting up the integration.
Can I customize the information I receive?
Yes. You can designate the fields you want the integration to populate in your Workiz account upon setup.