JobTread + Smith.ai

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.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    ActionWrite
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Supported triggers and actions

What does this mean?
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jobtread logo

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
Learn more

Related categories

  • Project Management
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
Learn more

Related categories

  • Phone & SMS