1.Monitor new client
Integrate ServiceM8 and contact capture tools to detect new client details for processing.
Add new field client to CRM and address book
Automatically monitor new client records across ServiceM8, Google Contacts, and LeadConnector. Create and update when client details arrive, enriched address fields return, or email matches a contactβso you can parse fields, create address book entries, and update marketing-ready CRM records without manual entry.
How this automation standardizes your contact records
When new client data arrives without structure, outreach timing slips and records get inconsistently entered across systems. This automation parses names and addresses, then creates and updates contacts in Google Contacts and LeadConnectorβso your team can follow up faster.
ServiceM8or swap with your favorite app
2.Wait for enrichment
Integrate Delay by Zapier and automation scheduling to pause 5 minutes for async enrichment to complete.
Delay by Zapieror swap with your favorite app
3.Fetch company record
Integrate Webhooks by Zapier and data lookup systems to GET the client record using the trigger UUID.
Webhooks by Zapieror swap with your favorite app
4.Parse name and address
Integrate AI by Zapier and parsing assistants to split full name and address into structured fields.
AI by Zapieror swap with your favorite app
5.Create address book contact
Integrate Google Contacts and contact fields tools to create a standardized contact with mapped address and email or phone.
Google Contactsor swap with your favorite app
6.Add or update lead contact
Integrate LeadConnector and lead fields tools to add or update marketing lead records from parsed contact data.
LeadConnectoror swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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