ServiceM8 + WhatConverts
Create leads in WhatConverts for every job completed in ServiceM8
Ensure seamless workflow between your completed jobs in ServiceM8 and your lead generation in WhatConverts. With this workflow, as soon as you finish a job in ServiceM8, a new lead will be created in WhatConverts. This eliminates the need for manual entry, saving time and strengthening the efficiency of your sales process. Benefit from a streamlined process that keeps your sales pipeline consistently updated.
Ensure seamless workflow between your completed jobs in ServiceM8 and your lead generation in WhatConverts. With this workflow, as soon as you finish a job in ServiceM8, a new lead will be created in WhatConverts. This eliminates the need for manual entry, saving time and strengthening the efficiency of your sales process. Benefit from a streamlined process that keeps your sales pipeline consistently updated.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Lead
Create a new lead.
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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
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try It
