LeadConnector + ServiceM8
Create jobs in ServiceM8 when pipeline stages change in LeadConnector
Effortlessly manage your sales pipeline and service jobs with this streamlined workflow between LeadConnector and ServiceM8. When a pipeline stage changes in LeadConnector, a new job is created in ServiceM8, ensuring that your team stays updated and can immediately start working on the project. Save time and maintain an organized workflow with this seamless automation.
Effortlessly manage your sales pipeline and service jobs with this streamlined workflow between LeadConnector and ServiceM8. When a pipeline stage changes in LeadConnector, a new job is created in ServiceM8, ensuring that your team stays updated and can immediately start working on the project. Save time and maintain an organized workflow with this seamless automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Job
Creates a new job.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Job Category
Try It
