JobTread + SalesRabbit
Create customers in JobTread from new or updated leads in SalesRabbit
Boost your sales process now by instantly turning your new or updated leads from SalesRabbit into customers in JobTread. This handy workflow eliminates the manual hassle, enabling you to focus more on closing deals rather than data entry. Perfect for sales teams looking to streamline their processes and reduce administrative tasks. Enjoy an efficient and seamless transition from lead to customer with this automation.
Boost your sales process now by instantly turning your new or updated leads from SalesRabbit into customers in JobTread. This handy workflow eliminates the manual hassle, enabling you to focus more on closing deals rather than data entry. Perfect for sales teams looking to streamline their processes and reduce administrative tasks. Enjoy an efficient and seamless transition from lead to customer with this automation.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- 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
EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
OrganizationRequired
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
OrganizationRequired
Try ItOrganizationRequired
Try It
