JobTread + SalesRabbit
Create new customers in JobTread from new or updated leads in SalesRabbit
Streamline your lead management process with this SalesRabbit to JobTread workflow. Each time a lead's status is updated or a new lead is added in SalesRabbit, the corresponding customer profile in JobTread is updated or created. This workflow ensures efficient, error-free transfer of lead updates, enhancing your sales operations and customer handling. Benefit from prompt and secure lead management with this setup.
Streamline your lead management process with this SalesRabbit to JobTread workflow. Each time a lead's status is updated or a new lead is added in SalesRabbit, the corresponding customer profile in JobTread is updated or created. This workflow ensures efficient, error-free transfer of lead updates, enhancing your sales operations and customer handling. Benefit from prompt and secure lead management with this setup.
- 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.
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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
