Update contacts in LeadConnector when jobs are completed in ServiceM8
When a job is marked as completed within ServiceM8, instantly streamline your work process by updating or adding the relevant contact information in LeadConnector. This handy workflow saves you valuable time by taking care of data transfers, allowing you to focus on more strategic operations. It ensures all your contact information is up-to-date, promoting efficient lead management to effectively drive your business forward.
When a job is marked as completed within ServiceM8, instantly streamline your work process by updating or adding the relevant contact information in LeadConnector. This handy workflow saves you valuable time by taking care of data transfers, allowing you to focus on more strategic operations. It ensures all your contact information is up-to-date, promoting efficient lead management to effectively drive your business forward.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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