Quizell + ServiceM8
Create jobs in ServiceM8 for new leads from Quizell
When a new lead comes in through the Quizell app, let this workflow do the heavy lifting by creating a job in the ServiceM8 app for you. It's an efficient way of bridging your lead generation and task management, saving time and eliminating the need for manual data entry. By ensuring swift response to new leads, it enhances your chances of converting them into successful deals.
When a new lead comes in through the Quizell app, let this workflow do the heavy lifting by creating a job in the ServiceM8 app for you. It's an efficient way of bridging your lead generation and task management, saving time and eliminating the need for manual data entry. By ensuring swift response to new leads, it enhances your chances of converting them into successful deals.
- When this happens...New Lead
Triggers when a new lead is created in a Quiz.
- automatically do this!Create Job
Creates a new job.
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QuizRequired
Try ItQueueRequired
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
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
