Manage new ServiceM8 clients by updating opportunities in LeadConnector
Streamline your client onboarding process with this efficient workflow. When a new client comes on board in ServiceM8, an opportunity is promptly added or updated in LeadConnector. This seamless integration helps keep your sales pipelines up-to-date, ensuring you never miss a potential sales opportunity.
Streamline your client onboarding process with this efficient workflow. When a new client comes on board in ServiceM8, an opportunity is promptly added or updated in LeadConnector. This seamless integration helps keep your sales pipelines up-to-date, ensuring you never miss a potential sales opportunity.
- When this happens...New Client
Triggers when a new Client 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