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.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Contact
Create a contact
ActionWrite

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Supported triggers and actions

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- Tags
Action
Write
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- QuickSendRequired
Action
Write

New Estimate
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Product or Service
Triggers when a new product or service is created.
Trigger
Instant
Try It
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
Action
Write

About Field Service Management | Powered by GPS Insight

Field Service Management powered by GPS Insight supports your organization’s daily workflow. It eliminates paper, automates your processes, connects your technicians and office team, and ensures a smooth customer journey.