Create new customer and job in JobTread from Keap tag, and add details to Google Sheets
Create new customer and job in JobTread from Keap tag, and add details to Google Sheets
Create new customers and jobs in JobTread when a specific tag is applied in Keap. Capture and organize all relevant information in Google Sheets for faster onboarding and improved data management.
Workflow preview:
Zap details:
Overview
Create new customers and jobs in JobTread when a specific tag is applied in Keap. Capture and organize all relevant information in Google Sheets for faster onboarding and improved data management.