Field Service Management | Powered by GPS Insight + Keap

Create or update Keap contacts from new estimates in Field Service Management | Powered by GPS Insight

Stay on top of your business operations with this efficient workflow. When a new estimate comes in through Field Service Management | Powered by GPS Insight, this automation promptly updates or creates a new contact in your Keap account. This saves you time, ensuring your contact list is always up to date and helping you manage client data seamlessly.

Stay on top of your business operations with this efficient workflow. When a new estimate comes in through Field Service Management | Powered by GPS Insight, this automation promptly updates or creates a new contact in your Keap account. This saves you time, ensuring your contact list is always up to date and helping you manage client data seamlessly.

  1. When this happens...
    Field Service Management | Powered by GPS InsightField Service Management | Powered by GPS Insight
    New Estimate

    Triggers when a new estimate is created.

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

field-service-management-powered logo
field-service-management-powered logo

About Field Service Management | Powered by GPS Insight

Field Service Management powered by GPS Insight supports your organization’s daily workflow. It eliminates paper, automates your processes, connects your technicians and office team, and ensures a smooth customer journey.

Related categories

  • Project Management
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About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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