JobTread + LeadConnector
"update JobTread customers when LeadConnector pipeline stages change"
Improve your customer management process by linking LeadConnector and JobTread. When the pipeline stage changes in LeadConnector, it prompts an update in a corresponding customer's details in JobTread. This seamless workflow saves you time, reduces manual data entry, and ensures your customer information remains up-to-date across both platforms.
Improve your customer management process by linking LeadConnector and JobTread. When the pipeline stage changes in LeadConnector, it prompts an update in a corresponding customer's details in JobTread. This seamless workflow saves you time, reduces manual data entry, and ensures your customer information remains up-to-date across both platforms.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Customer
Update an existing customer.
- Free forever for core features
- 14 day trial for premium features & apps
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
