Create ServiceM8 clients from new Keap contacts for seamless organization
Easily manage your contacts and clients across Keap and ServiceM8 with this seamless workflow. When you add a new contact in Keap, it will immediately create a client in ServiceM8, streamlining your onboarding process and keeping your customer information up-to-date across both platforms. This automation saves time and effort by ensuring your client lists remain consistent and organized.
Easily manage your contacts and clients across Keap and ServiceM8 with this seamless workflow. When you add a new contact in Keap, it will immediately create a client in ServiceM8, streamlining your onboarding process and keeping your customer information up-to-date across both platforms. This automation saves time and effort by ensuring your client lists remain consistent and organized.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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