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Pipedrive logoPipedrive logo

JobTread + Pipedrive

JobTread + Pipedrive

JobTread + Pipedrive integrations

Create new JobTread customers from matched Pipedrive activities

Streamline your sales and customer management by connecting Pipedrive to JobTread with this workflow. As soon as a certain activity matches your designated filter in Pipedrive, a new customer is instantly created in JobTread. This automated process not only speeds up your workflow but also reduces manual data entry errors and helps you focus more on closing deals and enhancing customer relationships.

  1. When this happens...
    Activity Matching Filter
    Activity Matching Filter
    Activity Matching FilterTriggers when an activity newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreate a new customer including optional contacts, locations, and jobs.
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More things you can do with Pipedrive and JobTread

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    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
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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