ServiceM8 + Zoho CRM
Update Zoho CRM entries when jobs are completed in ServiceM8
Stay ahead of your customer relations with this customizable workflow. As soon as a job is completed in ServiceM8, the specific module entry gets updated in Zoho CRM. This efficient automation ensures timely customer follow-ups and keeps your CRM up-to-date, allowing you to focus more on service delivery and less on manual data entry tasks. This workflow brings a seamless connection between your ServiceM8 and Zoho CRM activities.
Stay ahead of your customer relations with this customizable workflow. As soon as a job is completed in ServiceM8, the specific module entry gets updated in Zoho CRM. This efficient automation ensures timely customer follow-ups and keeps your CRM up-to-date, allowing you to focus more on service delivery and less on manual data entry tasks. This workflow brings a seamless connection between your ServiceM8 and Zoho CRM activities.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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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
