Create new HubSpot engagements from new ServiceM8 jobs
Streamline your customer engagement process with this workflow. When a new job is added in ServiceM8, an engagement is instantly created in HubSpot. This helps ensure your team immediately takes necessary steps for successful customer relationship management without having to manually transfer information between the two platforms. Enjoy seamless coordination between your service and marketing endeavors.
Streamline your customer engagement process with this workflow. When a new job is added in ServiceM8, an engagement is instantly created in HubSpot. This helps ensure your team immediately takes necessary steps for successful customer relationship management without having to manually transfer information between the two platforms. Enjoy seamless coordination between your service and marketing endeavors.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Engagement
Creates a new Engagement for a contact, 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