ServiceM8 + Zoho CRM
Create or update Zoho CRM module entries whenever new jobs are added in ServiceM8
Boost your productivity by effortlessly bridging ServiceM8 and Zoho CRM. With this setup, the creation of a new job in ServiceM8 prompts the generation of a corresponding entry in Zoho CRM. This systematic approach ensures necessary job details transition from ServiceM8 to Zoho CRM promptly, eliminating the need for manual transferring. Stay on top of duties by ensuring relevant data are up-to-date and more time is invested in undertaking key tasks.
Boost your productivity by effortlessly bridging ServiceM8 and Zoho CRM. With this setup, the creation of a new job in ServiceM8 prompts the generation of a corresponding entry in Zoho CRM. This systematic approach ensures necessary job details transition from ServiceM8 to Zoho CRM promptly, eliminating the need for manual transferring. Stay on top of duties by ensuring relevant data are up-to-date and more time is invested in undertaking key tasks.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
