Create new contact in Zoho CRM from new client in ServiceM8, and format relevant information
Create new contact in Zoho CRM from new client in ServiceM8, and format relevant information
Create new contacts in Zoho CRM when a new client is added in ServiceM8, ensuring all relevant information is captured and organized for better client management and faster onboarding.
Workflow preview:
Zap details:
Overview
Create new contacts in Zoho CRM when a new client is added in ServiceM8, ensuring all relevant information is captured and organized for better client management and faster onboarding.