Create or update Keap contacts when new ServiceM8 clients are added
Effortlessly manage your client relationships in Keap by connecting it with ServiceM8. This workflow is activated when you add a new client in ServiceM8, automatically creating or updating their contact information in Keap. Keep your contact database up-to-date and ensure a seamless experience for your clients with this efficient automation.
Effortlessly manage your client relationships in Keap by connecting it with ServiceM8. This workflow is activated when you add a new client in ServiceM8, automatically creating or updating their contact information in Keap. Keep your contact database up-to-date and ensure a seamless experience for your clients with this efficient automation.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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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