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.
- When this happens...Lead Created
Triggers when a new lead is created.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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Comment Deleted
Triggers when a comment is deleted.
Try ItLead Deleted
Triggers when a lead is deleted. A hidden lead can be restored later, your app can be aleted to this using the 'Lead Restored' trigger.
Try ItAction Created
Triggers when a new action request is created.
Try ItComment Created
Triggers when a new comment is created.
Try It
