How to Connect priceguide with JobTread 

If you use JobTread to manage your projects and jobs, integrating it with priceguide through Zapier can save you time and streamline your sales process.

With this connection, you can:

✅ Automatically send new leads and estimates from priceguide into JobTread
✅ Create new projects in JobTread as soon as an estimate is submitted
✅ Keep customer details synced between priceguide and JobTread
✅ Eliminate manual data entry and reduce errors
✅ Get your projects moving faster with real-time automation

Let’s walk you through exactly how to set this up in a few simple steps.

Step 1: Connect priceguide to Zapier

First, you’ll need to link your priceguide account with Zapier.

✅ Use This Invite Link to Add priceguide to Your Zapier Account

• Click this link to add priceguide to your Zapier account. (This is a private link not listed publicly — you’ll need it to get started.)

✅ Create a New Zap

• In Zapier, click “Create Zap.”

✅ Set the Trigger App

• Search for priceguide and select it.
• Choose the trigger event: typically “New Estimate Created.”

✅ Connect Your PriceGuide.ai Account

• Log in and authorize Zapier to access your priceguide account.

✅ Test the Trigger

• Zapier will pull in a recent submission to make sure everything is working.

Step 2: Connect JobTread to Zapier

Now, let’s link JobTread so actions can be triggered.

✅ Find JobTread in Zapier

• In the Action step, search for JobTread.

✅ Choose an Action Event

Examples:

• “Create Project” (for new jobs after an estimate)
• “Add Contact” (to save new leads from estimators)

✅ Connect Your JobTread Account

• Authenticate your JobTread account in Zapier.

✅ Map the Data Fields

• Match fields from priceguide (like name, email, phone, project details) to the correct fields in JobTread.

Step 3: Test & Turn On Your Zap

✅ Click “Test & Continue” to make sure everything flows correctly.

✅ Once tested, click “Publish” to turn your Zap live.

Now, every time someone submits a pricing estimate through your priceguide estimator, Zapier will automatically send the details to JobTread.

Bonus Ideas to Optimize

✅ Filter high-quality leads: Only send leads that meet certain criteria (e.g., budget, service type) into JobTread.

✅ Track Estimate Status: Update JobTread project stages when estimates are approved.

✅ Assign Tasks Automatically: Trigger follow-up tasks or reminders in JobTread for your sales team.

Final Thoughts

Connecting priceguide to JobTread is a simple way to automate lead capture and project setup.
It removes manual admin work and speeds up your sales process—so you can close jobs faster.

It’s a small setup that brings big-time efficiency.