Add new Outgrow leads as customers in JobTread instantly
Effortlessly manage your leads and grow your customer base with this Outgrow to JobTread automation. When a new lead is generated in Outgrow, this workflow will create a customer within JobTread, ensuring a seamless transition and allowing your team to focus on nurturing relationships. Stay organized and streamline your lead management process with this efficient time-saving solution.
Effortlessly manage your leads and grow your customer base with this Outgrow to JobTread automation. When a new lead is generated in Outgrow, this workflow will create a customer within JobTread, ensuring a seamless transition and allowing your team to focus on nurturing relationships. Stay organized and streamline your lead management process with this efficient time-saving solution.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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