Tradify integrationwith a manual lead handoff.
When your team is ready, Strelve emails the lead details to your configured Tradify enquiries address. Tradify adds the enquiry to your inbox.
Lead captured and qualified
You choose when to send it
Tradify enquiries email
Strelve emails the lead details to your configured Tradify enquiries address.
How it works
Connect. Handoff.Send when ready.
Manual handoff
Choose a lead to send
Send it from its Strelve lead record whenever your team is ready.
Tradify enquiries email
Strelve emails the lead details to your configured Tradify enquiries address.
When available, the handoff includes contact and site details, the price estimate, estimate-form questions and answers, and any notes.
Tradify vs. Simpro and Fergus
Compare the integrationsfor lead handoff.
When your team is ready, Strelve emails the lead details to your configured Tradify enquiries address. The enquiry appears in Tradify's inbox.
- Lead handoff
- Manual
- Quote values sync back
- No
- Won values sync back
- No
- Job completion sync back
- No
- Trigger review and referral emails
- No
Tradify's available capabilities only allow Strelve to send enquiries one way. Tradify does not provide the quote, won-value or job-completion updates needed to send those details back to Strelve.
If you use another job management platform, , and we will see how we can implement it to work around your workflow.
Push leads into Tradifywhen your team is ready.
Capture the lead in Strelve, then email its details to your Tradify enquiries address when your team is ready to quote.
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