JustCall + ServiceM8
Create contacts in JustCall for new clients in ServiceM8
Stay connected and organized with your newest clients with this efficient workflow. When a new client is added in ServiceM8, a corresponding contact is immediately created in JustCall. No more manual data entry, meaning you can save precious time plus deliver prompt and effective communication to your clients right from the start.
Stay connected and organized with your newest clients with this efficient workflow. When a new client is added in ServiceM8, a corresponding contact is immediately created in JustCall. No more manual data entry, meaning you can save precious time plus deliver prompt and effective communication to your clients right from the start.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Contact
Creates a Contact
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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
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Try It
