JobTread + Upscale
Create new Upscale prospects from new JobTread customers
Whenever a new customer is added in JobTread, this workflow ensures their information is instantly recorded as a prospect in Upscale. This efficient process eliminates manual data entry, saving time and enhancing the accuracy of customer information. Experience smoother business operations and improved customer relationship management with this seamless integration.
Whenever a new customer is added in JobTread, this workflow ensures their information is instantly recorded as a prospect in Upscale. This efficient process eliminates manual data entry, saving time and enhancing the accuracy of customer information. Experience smoother business operations and improved customer relationship management with this seamless integration.
- When this happens...Customer Created
Triggers when a customer is created.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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