JobTread + OpenPhone
Create or update OpenPhone contacts when new customers are created in JobTread
Keep your communications smooth by automating your contact update process. With this workflow, whenever a new customer is added in JobTread, their information will be used to create or update a contact in OpenPhone. This ensures your phonebook stays up to date, allowing for efficient communication and customer management.
Keep your communications smooth by automating your contact update process. With this workflow, whenever a new customer is added in JobTread, their information will be used to create or update a contact in OpenPhone. This ensures your phonebook stays up to date, allowing for efficient communication and customer management.
- When this happens...Customer Created
Triggers when a customer is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
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About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.