Create new JobTread customers from new Smith.ai calls
When you get a new call on Smith.ai, streamline your workflow by automatically creating a new customer on JobTread. This efficient process saves time spent on manual data entry and ensures all your important call info becomes a customer record. It's the perfect automation to keep your operations running smoothly and your customer data updated.
When you get a new call on Smith.ai, streamline your workflow by automatically creating a new customer on JobTread. This efficient process saves time spent on manual data entry and ensures all your important call info becomes a customer record. It's the perfect automation to keep your operations running smoothly and your customer data updated.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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