"create new contacts in Bigin by Zoho CRM for each new client in ServiceM8"
Keep your client information consistent and up-to-date across your platforms with this workflow. Whenever you add a new client to your ServiceM8 app, it instantly creates a corresponding contact in Bigin by Zoho CRM. This eliminates the need for manual data entry, saving you time and enhancing the accuracy of your records. It's an efficient solution to streamline your customer management process.
Keep your client information consistent and up-to-date across your platforms with this workflow. Whenever you add a new client to your ServiceM8 app, it instantly creates a corresponding contact in Bigin by Zoho CRM. This eliminates the need for manual data entry, saving you time and enhancing the accuracy of your records. It's an efficient solution to streamline your customer management process.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Contact
Creates a new contact.
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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