LeadConnector + ServiceM8
Create and update opportunities in LeadConnector when jobs are completed in ServiceM8
Effortlessly track job progress in ServiceM8 and improve your lead management with this efficient workflow. When a job is marked as completed in ServiceM8, this automation will create or update an opportunity in the LeadConnector app. Stay organized and streamline your lead nurturing process by ensuring all job details and updates are easily accessible in one place.
Effortlessly track job progress in ServiceM8 and improve your lead management with this efficient workflow. When a job is marked as completed in ServiceM8, this automation will create or update an opportunity in the LeadConnector app. Stay organized and streamline your lead nurturing process by ensuring all job details and updates are easily accessible in one place.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- 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
