1.Detect new job created
Integrate JobTread and job tracking tools to detect when a new job is created and start lead capture.
Add new job details to your lead tracker
Automatically monitor JobTread job created events across JobTread and Google Sheets. Create and update lead rows when new job created, customer details arrive, or job location is providedβso you can qualify leads, schedule visits, and keep details current without manual data entry.
How this automation builds lead-tracking rows
When JobTread job created events happen, lead details can sit in inboxes and estimators can lose time qualifying prospects. This automation finds or creates customers, pulls job details, and appends a formatted lead row in your spreadsheetβso your team can qualify faster.
JobTreador swap with your favorite app
2.Find or create customer
Integrate JobTread and customer matching to look up or create a customer record from the job customer info.
3.Get job details
Integrate JobTread and project metadata tools to pull job created date, type, lead source, status, and location.
4.Format job created date
Integrate Formatter by Zapier and date formatting tools to convert the job timestamp into a readable date.
Formatter by Zapieror swap with your favorite app
5.Create spreadsheet row
Integrate Google Sheets and spreadsheet automation to append a lead-tracking row with mapped contact, project, source, status, and city.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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