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Groundwork + JobTread

Create JobTread customers from new Groundwork videoleads submitted

Streamline your sales process and improve customer management with this efficient workflow between Groundwork and JobTread. When a new video lead is submitted in Groundwork, a new customer will be created in JobTread, saving you time and ensuring your sales efforts remain organized. Focus on closing deals rather than manual data entry with this seamless automation.

Streamline your sales process and improve customer management with this efficient workflow between Groundwork and JobTread. When a new video lead is submitted in Groundwork, a new customer will be created in JobTread, saving you time and ensuring your sales efforts remain organized. Focus on closing deals rather than manual data entry with this seamless automation.

  1. When this happens...
    GroundworkGroundwork
    New VideoLead Submitted

    Triggers when a lead has submitted a project video.

    TriggerScheduled
  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?
    • Survey

    Trigger
    Scheduled
    Try It
    • SurveyRequired

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • PhoneRequired

    • Defer Survey

    • Send Survey At

    • Street Number 1

    • Street Number 2

    • City

    • State

    • Zip

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
groundwork logo
groundwork logo

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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