Update Capsule CRM with job notes from ServiceM8 when a job is completed
Update Capsule CRM with job notes from ServiceM8 when a job is completed
Update your CRM with notes from completed jobs in ServiceM8 to keep client records current and relevant. This ensures better communication and enhances client relationships.
Workflow preview:
Zap details:
Overview
Update your CRM with notes from completed jobs in ServiceM8 to keep client records current and relevant. This ensures better communication and enhances client relationships.