JobTread + WhatConverts
Create JobTread customers from new WhatConverts leads
Streamline your customer management process with this WhatConverts and JobTread workflow. Every time a new lead is detected in WhatConverts, a customer profile is immediately created in JobTread. This efficient process saves time on manual data entry, ensures accurate record-keeping, and allows your team to focus on nurturing the lead rather than administrative tasks.
Streamline your customer management process with this WhatConverts and JobTread workflow. Every time a new lead is detected in WhatConverts, a customer profile is immediately created in JobTread. This efficient process saves time on manual data entry, ensures accurate record-keeping, and allows your team to focus on nurturing the lead rather than administrative tasks.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
- Free forever for core features
- 14 day trial for premium features & apps
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try ItProfile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
Lead IDRequired
Quotable
Quote Value
Sales Value
Lead Page
Additional Fields
ProfileRequired
Lead ID
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
Send Notification
Date & Time
WC Client Current
IP Address
Phone Number
Gclid
Msclkid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Name
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
AppointmentsRequired
OtherRequired
ProfileRequired
Try ItLead TypeRequired
Send Notification
Profile
Date & Time
Quotable
Quote Value
Sales Value
WC Client Current
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Email Address
Phone Number
User ID
Gclid
Msclkid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Number
Caller Name
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
ProfileRequired
Lead ID
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
ProfileRequired
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Send Notification
Date & Time
WC Client Current
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Email Address
Phone Number
User ID
Gclid
Msclkid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Number
Caller Name
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
Related categories
About WhatConverts
WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
