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JobTread + Pipedrive

JobTread + Pipedrive

JobTread + Pipedrive integrations

Create JobTread customer contacts from updated deal stages in Pipedrive

Easily streamline your sales and customer contact process with this handy workflow. When a deal stage is updated in Pipedrive, a new customer contact is created in JobTread, keeping your customer information consistent and up-to-date. This automation ensures your JobTread contacts reflect the latest changes in your Pipedrive deals, efficiently solving the problem of manual data entry and potential information disparity between the two platforms.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Customer Contact
    Create Customer Contact
    Create Customer ContactCreate a new contact for a customer.
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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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