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.

  1. When this happens...
    ServiceM8ServiceM8
    Job Queued

    Triggers when a Job is assigned to a Queue.

    TriggerInstant
  2. automatically do this!
    QuotientQuotient
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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