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ClickFunnels Classic + JobTread

Create new JobTread customers from new contact activity in ClickFunnels Classic

Streamline your contact management process with this customized workflow. When a new activity from a contact is noted in ClickFunnels Classic, the workflow will immediately create a customer profile for them in JobTread. This ensures an organized and efficient way of keeping track of new interactions, saving you time and making customer management a breeze. Boost your productivity and stay on top of every client interaction with this efficient contact management process.

Streamline your contact management process with this customized workflow. When a new activity from a contact is noted in ClickFunnels Classic, the workflow will immediately create a customer profile for them in JobTread. This ensures an organized and efficient way of keeping track of new interactions, saving you time and making customer management a breeze. Boost your productivity and stay on top of every client interaction with this efficient contact management process.

  1. When this happens...
    ClickFunnels ClassicClickFunnels Classic
    New Contact Activity

    Triggers when Contact activity record is created.

    TriggerInstant
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Funnel

    • Funnel Step

    Trigger
    Instant
    Try It
    • ListRequired

    • EmailRequired

    Action
    Write
    • FunnelRequired

    • Funnel StepRequired

    • PageRequired

    • EmailRequired

    Action
    Write
    • ListRequired

    • EmailRequired

    Action
    Write
clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

Related categories

  • Marketing Automation

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About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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