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JobTread + Surefire Local Platform

Turn new Surefire Local Platform leads into JobTread customers

Automate your workflow by instantly turning new leads from Surefire Local Platform into customers in JobTread. This integration aids in efficient data transfer, ensuring no lead slips through the cracks while saving valuable time in data entry. Capitalize on each potential customer with more precise and timely follow-up.

Automate your workflow by instantly turning new leads from Surefire Local Platform into customers in JobTread. This integration aids in efficient data transfer, ensuring no lead slips through the cracks while saving valuable time in data entry. Capitalize on each potential customer with more precise and timely follow-up.

  1. When this happens...
    Surefire Local PlatformSurefire Local Platform
    New Lead Received

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Surefire Local Platform triggers, actions, and search

    New Lead Received

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Client

    • First Name

    • Last Name

    • Email

    • Phone

    • Address

    • Address2

    • Address3

    • City

    • State

    • Country

    • Zip

    • Notes

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It
jobtread logo
jobtread logo

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
Learn more

Related categories

  • Project Management
surefire-local-platform logo
surefire-local-platform logo

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

Related categories