Create opportunities in LeadConnector from new queued jobs in ServiceM8
Keep your sales opportunities updated with this efficient workflow that connects ServiceM8 and LeadConnector. Whenever a new job is queued in ServiceM8, this automation will create or update an opportunity in LeadConnector, ensuring that your sales team stays informed and can follow up on potential leads in a timely manner. Stay organized and boost your sales process with this seamless integration.
Keep your sales opportunities updated with this efficient workflow that connects ServiceM8 and LeadConnector. Whenever a new job is queued in ServiceM8, this automation will create or update an opportunity in LeadConnector, ensuring that your sales team stays informed and can follow up on potential leads in a timely manner. Stay organized and boost your sales process with this seamless integration.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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