Agile CRM + ServiceM8
Create Agile CRM contacts for new ServiceM8 clients
Effortlessly keep your Agile CRM contact list up-to-date with this seamless workflow. Whenever you add a new client in ServiceM8, their details will be added as a contact in Agile CRM, ensuring your CRM data remains organized and accurate. Spend more time nurturing relationships and less time on manual updates with this efficient automation.
Effortlessly keep your Agile CRM contact list up-to-date with this seamless workflow. Whenever you add a new client in ServiceM8, their details will be added as a contact in Agile CRM, ensuring your CRM data remains organized and accurate. Spend more time nurturing relationships and less time on manual updates with this efficient automation.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
- Free forever for core features
- 14 day trial for premium features & apps
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
