Create or update Zoho CRM module entries when new clients are added in ServiceM8
Streamline your customer management process with this automation. Whenever you add a new client in ServiceM8, it immediately updates or creates a corresponding module entry in Zoho CRM. This workflow solution saves you time on manual data entry and ensures consistency across your client records.
Streamline your customer management process with this automation. Whenever you add a new client in ServiceM8, it immediately updates or creates a corresponding module entry in Zoho CRM. This workflow solution saves you time on manual data entry and ensures consistency across your client records.
- When this happens...New Client
Triggers when a new Client 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