Pipedrive + ServiceM8
Update deals in Pipedrive when new jobs are queued in ServiceM8
Stay on top of your workflow with this automation setup. When a job is queued in ServiceM8, it will prompt an update in the related Pipedrive deal immediately. This not only ensures you're always aware of your job status but also streamlines your project management process by keeping all necessary information readily updated in Pipedrive.
Stay on top of your workflow with this automation setup. When a job is queued in ServiceM8, it will prompt an update in the related Pipedrive deal immediately. This not only ensures you're always aware of your job status but also streamlines your project management process by keeping all necessary information readily updated in Pipedrive.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Update Deal
Updates an existing deal.
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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
