Quizell + ServiceM8

Create clients in ServiceM8 from new leads in Quizell

Simplify your lead management process with this easily integrated workflow. When Quizell generates a new lead, it will promptly create a client profile in ServiceM8. This steadily updated database ensures no prospect is missed, enhancing your operational effectiveness. Employ this seamless workflow to keep your business running efficiently.

When this happens...
New Lead
Triggers when a new lead is created in a Quiz.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- QuizRequired
Trigger
Instant
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- QueueRequired
- Job Category
Trigger
Instant
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- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
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- Customer 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
Action
Write

About Quizell

Quizell turns your website into a 24/7 sales advisor with product recommendation quizzes.

Related categories

eCommerce

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more