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JobTread + LeadConnector

JobTread + LeadConnector

JobTread + LeadConnector integrations

Create new JobTread jobs when pipeline stages change in LeadConnector

Boost efficiency and stay organized with this streamlined workflow between LeadConnector and JobTread. When a stage change occurs in your lead flow in LeadConnector, a job is immediately created in JobTread. This systematic process not only reduces manual work but also ensures that your project pipeline is always updated and aligned with your lead generation activities. Watch your productivity soar with this convenient and effective automation.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
  2. automatically do this!
    Create Job
    Create Job
    Create JobCreate a new job.
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More things you can do with LeadConnector and JobTread

Discover other triggers and actions you can use with LeadConnector and JobTread

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
    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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
    Try It
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About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
Related categories
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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