ActiveCampaign + ServiceM8
Manage new ServiceM8 clients by creating or updating contacts in ActiveCampaign
When a new client is added to your ServiceM8 app, this workflow ensures all their details are transferred to ActiveCampaign. It creates or updates the contact information in ActiveCampaign in real-time, thus streamlining your client management process. This helps consistently maintain up-to-date contact records and ensures effective communication with your clients.
When a new client is added to your ServiceM8 app, this workflow ensures all their details are transferred to ActiveCampaign. It creates or updates the contact information in ActiveCampaign in real-time, thus streamlining your client management process. This helps consistently maintain up-to-date contact records and ensures effective communication with your clients.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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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
