Quotient + ServiceM8
Create Quotient leads from new ServiceM8 queued jobs
Efficiently manage your leads with this workflow that connects ServiceM8 and Quotient. When a job is queued in ServiceM8, a new lead is created in Quotient, streamlining your sales process. This integration helps you save time and ensures you never miss an opportunity to convert potential clients.
Efficiently manage your leads with this workflow that connects ServiceM8 and Quotient. When a job is queued in ServiceM8, a new lead is created in Quotient, streamlining your sales process. This integration helps you save time and ensures you never miss an opportunity to convert potential clients.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Create Lead
Creates 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
