JobTread + LeadConnector
Create new JobTread customers when LeadConnector pipeline stages change
Speed up your customer creation processes with this efficient workflow. When a stage change happens in LeadConnector, this automation promptly creates a new customer in JobTread. This way, you can swiftly transfer key lead information and ensure you're always up-to-date with pipeline updates. No manual input required, helping you save significant time and energy.
Speed up your customer creation processes with this efficient workflow. When a stage change happens in LeadConnector, this automation promptly creates a new customer in JobTread. This way, you can swiftly transfer key lead information and ensure you're always up-to-date with pipeline updates. No manual input required, helping you save significant time and energy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
OrganizationRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
OrganizationRequired
Try It
