ServiceM8 + WhatConverts
Update leads in WhatConverts when new jobs are posted in ServiceM8
Simplify your lead management process with this handy workflow. Whenever a new job is created in ServiceM8, it prompts an update in WhatConverts. This automated process not only saves you from repetitive manual data entry, but also keeps your lead information up to date, allowing you to make informed marketing decisions based on the latest job data. Experience enhanced efficiency and better alignment with your business goals.
Simplify your lead management process with this handy workflow. Whenever a new job is created in ServiceM8, it prompts an update in WhatConverts. This automated process not only saves you from repetitive manual data entry, but also keeps your lead information up to date, allowing you to make informed marketing decisions based on the latest job data. Experience enhanced efficiency and better alignment with your business goals.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Update Lead
Update a lead.
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- 14 day trial for premium features & apps
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
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try It
