Field Service Management | Powered by GPS Insight + SendJim
Add new Field Service Management customers as SendJim contacts
With this integration, when a new customer is added to Field Service Management, their information will be used to create a SendJim contact. That way, everything is up-to-date effortlessly. This can then be used to exclude existing contacts from a company's mass direct mailing campaigns inside SendJim if the company elects to.
With this integration, when a new customer is added to Field Service Management, their information will be used to create a SendJim contact. That way, everything is up-to-date effortlessly. This can then be used to exclude existing contacts from a company's mass direct mailing campaigns inside SendJim if the company elects to.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Contact
Create a contact
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New Customer
Triggers when a new customer is created.
Try ItNew Job
Triggers when a new job is created.
Try ItFirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Tags
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
QuickSendRequired
New Estimate
Triggers when a new estimate is created.
Try ItNew Product or Service
Triggers when a new product or service is created.
Try ItFirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Number of neighbors to mailRequired
Same street onlyRequired
QuickSendRequired