Centerpoint Connect + pulseM

Centerpoint Connect + pulseM integrations

Send pulsechecks in pulseM for new or updated service tickets in Centerpoint Connect

Streamline your workflow by enhancing service ticket updates or new tickets in Centerpoint Connect with automated responses through the pulseM app. This automation sends a pulseCheck whenever a service ticket is created or updated, ensuring timely follow-ups and superb customer service. Improve efficiency, maintain customer communication, and solve problems quickly with this seamless integration.

When this happens...
Service Ticket Created or UpdatedTriggers when a service ticket is updated or created.
TriggerPolling
automatically do this!
Send pulseCheckSend a pulseM pulseCheck to your customer.
ActionWrite

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More things you can do with Centerpoint Connect and pulseM

Discover other triggers and actions you can use with Centerpoint Connect and pulseM

Task Created or Updated
Triggers when a task is created or updated.
Trigger
Polling
Try It
Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Trigger
Polling
Try It
- Company Name
  Required
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property Name
  Required
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact Name
  Required
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead Type
  Required
- Opportunity Manager
- Product
  Required
- Price
- Forecasted
- Notes
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Trigger
Polling
Try It
Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Trigger
Polling
Try It
- Production ID
  Required
- Stage Name
  Required
- Force Update
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

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Related categories

CRM (Customer Relationship Management)

About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.

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Related categories

CRM (Customer Relationship Management)

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