JobTread + Popl
Create new JobTread customers from new leads in Popl
Start transforming new leads into actionable tasks seamlessly. When a new lead emerges in the Popl app, this workflow quickly turns them into a new customer in the JobTread app. It’s a straightforward, time-saving solution for businesses aiming to streamline their lead management process, helping you focus on nurturing relationships rather than data entry.
Start transforming new leads into actionable tasks seamlessly. When a new lead emerges in the Popl app, this workflow quickly turns them into a new customer in the JobTread app. It’s a straightforward, time-saving solution for businesses aiming to streamline their lead management process, helping you focus on nurturing relationships rather than data entry.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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