Groundwork + JobTread
Create JobTread customers from new Groundwork kickoff forms submitted
Effortlessly streamline your customer onboarding process with this automation between Groundwork and JobTread. Each time a new kickoff form is submitted in Groundwork, this workflow will create a customer in JobTread, helping you save time and keep your client information organized in one place. Stay focused on delivering excellent service while maintaining accurate customer records.
Effortlessly streamline your customer onboarding process with this automation between Groundwork and JobTread. Each time a new kickoff form is submitted in Groundwork, this workflow will create a customer in JobTread, helping you save time and keep your client information organized in one place. Stay focused on delivering excellent service while maintaining accurate customer records.
- When this happens...New Kickoff Form Submitted
Triggers when a lead kickoff form is completed.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
- Free forever for core features
- 14 day trial for premium features & apps
