Create and update LeadConnector opportunities from new ServiceM8 jobs
Effortlessly manage new jobs in ServiceM8 by seamlessly updating opportunities in LeadConnector with this workflow. Whenever a new job is created in ServiceM8, the corresponding opportunity will be added or updated in LeadConnector - keeping your sales pipeline up-to-date and well-organized. Maximize efficiency and maintain accurate data across your apps with this powerful automation.
Effortlessly manage new jobs in ServiceM8 by seamlessly updating opportunities in LeadConnector with this workflow. Whenever a new job is created in ServiceM8, the corresponding opportunity will be added or updated in LeadConnector - keeping your sales pipeline up-to-date and well-organized. Maximize efficiency and maintain accurate data across your apps with this powerful automation.
- When this happens...New Job
Triggers when a new job is created.
- 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