Quizell + ServiceM8
Quizell + ServiceM8
Quizell + ServiceM8 integrations
Create clients in ServiceM8 from new leads in Quizell
Simplify your lead management process with this easily integrated workflow. When Quizell generates a new lead, it will promptly create a client profile in ServiceM8. This steadily updated database ensures no prospect is missed, enhancing your operational effectiveness. Employ this seamless workflow to keep your business running efficiently.
- When this happens...New LeadTriggers when a new lead is created in a Quiz.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Quizell and ServiceM8
Discover other triggers and actions you can use with Quizell and ServiceM8
- QuizRequired
Try ItTriggerInstant- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- Customer 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
ActionWrite
About ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
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