JobTread + LinkedPhone
Create new JobTread customers from new LinkedPhone contact calls
Streamline your customer management with this efficient workflow. When a new contact call happens in LinkedPhone, a new customer entry is created in JobTread swiftly and seamlessly. This automation enhances your client tracking, saving you precious time and minimizing manual data entry. Cast away the hassle and let this workflow keep your customer data organized and up to date.
Streamline your customer management with this efficient workflow. When a new contact call happens in LinkedPhone, a new customer entry is created in JobTread swiftly and seamlessly. This automation enhances your client tracking, saving you precious time and minimizing manual data entry. Cast away the hassle and let this workflow keep your customer data organized and up to date.
- When this happens...New Contact Call
Triggers at the end of a call from someone not in your LinkedPhone contacts list.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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