Create JobTread customers from new Gravity Forms submissions
Effortlessly streamline your new customer onboarding process with this powerful workflow. When a form submission occurs in Gravity Forms, a customer will be created in JobTread for seamless data management. Save time by eliminating manual data entry and ensuring a smooth transition for your incoming clients.
Effortlessly streamline your new customer onboarding process with this powerful workflow. When a form submission occurs in Gravity Forms, a customer will be created in JobTread for seamless data management. Save time by eliminating manual data entry and ensuring a smooth transition for your incoming clients.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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