JobTread + Zoho Forms
Create JobTread customers from new Zoho Forms entries
Easily streamline your customer onboarding process with this automation. Whenever you receive a new form entry in Zoho Forms, this workflow will create a customer in JobTread, so you can maintain accurate records and improve your client management. Keep your client base organized and up-to-date without any manual input, saving time and effort.
Easily streamline your customer onboarding process with this automation. Whenever you receive a new form entry in Zoho Forms, this workflow will create a customer in JobTread, so you can maintain accurate records and improve your client management. Keep your client base organized and up-to-date without any manual input, saving time and effort.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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