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Pipedrive logoPipedrive logo

JobTread + Pipedrive

JobTread + Pipedrive

JobTread + Pipedrive integrations

Create new JobTread customers from new Pipedrive deals

Effortlessly streamline your workflow with this automation. Whenever a new deal is secured in Pipedrive, a new customer is immediately created in JobTread. This user-friendly integration ensures you can focus on what's important, like growing your business and nurturing relationships, instead of getting bogged down with manual data entry.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  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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