CallRail + JobTread
Create new JobTread customers from captured CallRail forms
Streamline your customer management process with this seamless workflow. When a form is captured in CallRail, it will instantly create a new customer in your JobTread system. This automation saves time and eliminates the need for manual entry, allowing you to focus more on customer service and less on data transfer.
Streamline your customer management process with this seamless workflow. When a form is captured in CallRail, it will instantly create a new customer in your JobTread system. This automation saves time and eliminates the need for manual entry, allowing you to focus more on customer service and less on data transfer.
- When this happens...Form Captured
Triggers when a form is captured.
- 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
About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Related categories
About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.