Freshsales Suite + JobTread

Create customers in JobTread from new contacts in Freshsales Suite

Effortlessly streamline your customer management process with this Freshsales Suite and JobTread automation. When you add a new contact in Freshsales Suite, it will instantly create a customer in JobTread, saving you valuable time and ensuring accurate data across both platforms. Enhance your sales and customer service experience by keeping your information up-to-date and organized with this simple yet effective workflow.

Effortlessly streamline your customer management process with this Freshsales Suite and JobTread automation. When you add a new contact in Freshsales Suite, it will instantly create a customer in JobTread, saving you valuable time and ensuring accurate data across both platforms. Enhance your sales and customer service experience by keeping your information up-to-date and organized with this simple yet effective workflow.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerPolling
  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

    • Filter NameRequired

    • Include Contact Details

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
jobtread logo
jobtread logo

About JobTread

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

Related categories

  • Project Management