Ontraport + ServiceM8
Create or update Ontraport contacts when new clients are added in ServiceM8
Streamline your client management process with this straightforward workflow. Whenever a new client is added in ServiceM8, it triggers an update or creates a new contact in Ontraport. This simple yet effective automation allows you to focus more on client engagement rather than data management, ensuring that your client information is always up-to-date and accurate across your platforms.
Streamline your client management process with this straightforward workflow. Whenever a new client is added in ServiceM8, it triggers an update or creates a new contact in Ontraport. This simple yet effective automation allows you to focus more on client engagement rather than data management, ensuring that your client information is always up-to-date and accurate across your platforms.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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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
