Create new HubSpot deals whenever jobs are queued in ServiceM8
When a new job is queued in ServiceM8, this workflow can streamline your sales process by instantly creating a deal in HubSpot. This ensures that not a moment is wasted, enabling your sales team to start nurturing the deal right away. Improve efficiency and stay on top of your tasks with this automated process.
When a new job is queued in ServiceM8, this workflow can streamline your sales process by instantly creating a deal in HubSpot. This ensures that not a moment is wasted, enabling your sales team to start nurturing the deal right away. Improve efficiency and stay on top of your tasks with this automated process.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
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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