JobTread + Keap

Create JobTread customers from new Keap contacts

Effortlessly manage your contacts and customers with this easy-to-use Keap and JobTread automation. When a new contact is added in Keap, this workflow will create a customer in JobTread, streamlining your client management process. Save time and keep your contact information up-to-date across both platforms with this efficient solution.

Effortlessly manage your contacts and customers with this easy-to-use Keap and JobTread automation. When a new contact is added in Keap, this workflow will create a customer in JobTread, streamlining your client management process. Save time and keep your contact information up-to-date across both platforms with this efficient solution.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  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

  • Keap triggers, actions, and search

    New Affiliate

    For Ulimate users, triggers when a new affiliate is added.

    Trigger
    Polling
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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
keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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