Interact + JobTread
Create JobTread customers from new Interact leads with ease
Efficiently manage your leads and customer information with this seamless workflow. When a new lead comes in from the Interact app, their information will be instantly transferred to JobTread, creating a new customer profile within the app. This automation helps you save time, ensures consistency in data entry, and allows you to focus on building valuable relationships with your customers.
Efficiently manage your leads and customer information with this seamless workflow. When a new lead comes in from the Interact app, their information will be instantly transferred to JobTread, creating a new customer profile within the app. This automation helps you save time, ensures consistency in data entry, and allows you to focus on building valuable relationships with your customers.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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