JobTread + Wingmate

Create new JobTread customers from new Wingmate leads

Easily keep track of your leads with this convenient workflow between Wingmate and JobTread. As soon as a new lead is generated in Wingmate, the workflow will promptly create a customer in JobTread. The automation not only saves time but ensures no lead goes unnoticed in your customer management process. It's the perfect solution for a seamless connection between your sales and customer management.

Easily keep track of your leads with this convenient workflow between Wingmate and JobTread. As soon as a new lead is generated in Wingmate, the workflow will promptly create a customer in JobTread. The automation not only saves time but ensures no lead goes unnoticed in your customer management process. It's the perfect solution for a seamless connection between your sales and customer management.

  1. When this happens...
    WingmateWingmate
    Lead Created

    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

jobtread logo
jobtread logo

About JobTread

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

Related categories

  • Project Management
wingmate logo
wingmate logo

About Wingmate

Grow, engage & simplify with the #1 in-field solution. Wingmate makes it easy for your people on-the-go to capture information and bridge communication.

Related categories

  • CRM (Customer Relationship Management)

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