Create new LMN contacts from new ServiceForge messages
Automate your workflow for increased efficiency and improved client service with this seamless integration between ServiceForge and LMN. When a new message is posted in ServiceForge, this integrated system responds by creating a corresponding contact in LMN. This eliminates redundant data entry and lets you focus on priority tasks, ensuring details from every communication are captured and organized in one place. By connecting ServiceForge and LMN this way, you can devote your attention to delivering top-notch client experiences.
- When this happens...New MessageTriggers when a new message is received.
- automatically do this!Create ContactCreates an LMN contact, including a jobsite address
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More things you can do with ServiceForge and LMN
Discover other triggers and actions you can use with ServiceForge and LMN
- New Message
Triggers when a new message is received.
Try ItTriggerInstant - Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItTriggerPolling - LMN Lead IDRequired
- Communication TypeRequired
- Date
- Task Name
- Due Date
- Status/Progress
- Priority
- Note
- Instructions
- Assignee Email Address
ActionWrite- LMN Lead IDRequired
- Lead Type
- Lead Name
- First Name
- Last Name
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- LMN Jobsite ID
- Jobsite Name
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
ActionWrite
- Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItTriggerPolling - Contact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItTriggerPolling - Lead TypeRequired
- Lead NameRequired
- Lead First NameRequired
- Lead Last NameRequired
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
ActionWrite- LMN Lead ID
- Lead Name
- First Name
- Last Name
- Email Address
ActionSearch



