Copilot CRM + ServiceM8
Create new Copilot CRM customers from new ServiceM8 clients
Streamline your client management process with this workflow. When a new client is added in ServiceM8, it will create a customer profile in Copilot CRM. This efficient exchange of information between your job management tool and customer relationship management software ensures swift updates, perfect for businesses keen on maintaining a well-organized, up-to-date client database.
Streamline your client management process with this workflow. When a new client is added in ServiceM8, it will create a customer profile in Copilot CRM. This efficient exchange of information between your job management tool and customer relationship management software ensures swift updates, perfect for businesses keen on maintaining a well-organized, up-to-date client database.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Customer
Creates a new customer.
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- 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
