Create job cards and clients in ServiceM8 from LeadConnector pipeline updates
Create job cards and clients in ServiceM8 from LeadConnector pipeline updates
Track your leads by updating the opportunity pipeline in LeadConnector, then create clients and jobs in ServiceM8. This ensures efficient management of your sales process and enhances your service delivery.
Workflow preview:
Zap details:
Overview
Track your leads by updating the opportunity pipeline in LeadConnector, then create clients and jobs in ServiceM8. This ensures efficient management of your sales process and enhances your service delivery.