Create new JobTread customers from new entries in Cognito Forms
Streamline your workflow by directly transforming new entries in your Cognito Forms into customer profiles in JobTread. This efficient automation handles data transfer smoothly, eliminating the need for manual input and ensuring seamless integration. Enjoy enhanced productivity solutions and the relief of an organized process that paves the way for improved customer relationship management.
Streamline your workflow by directly transforming new entries in your Cognito Forms into customer profiles in JobTread. This efficient automation handles data transfer smoothly, eliminating the need for manual input and ensuring seamless integration. Enjoy enhanced productivity solutions and the relief of an organized process that paves the way for improved customer relationship management.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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