ServiceM8 + Aero Workflow Integration

When someone completes your ServiceM8, a new contact is automatically created in your Aero Workflow. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the ServiceM8 is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a ServiceM8 - Aero Workflow integration set up makes it easy to manage your customer relationships and grow your business.

Automatically creating a Aero Workflow task for every new ServiceM8 form not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form will fall through the cracks and that your Aero Workflow team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this ServiceM8 - Aero Workflow integration, anytime a new ServiceM8 contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

ServiceM8 and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in ServiceM8, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

ServiceM8 provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from ServiceM8. Aero Workflow is a great tool for this.

All you need to do is - integrate Aero Workflow with ServiceM8 to create task in Aero Workflow automatically when certain task occur in ServiceM8. This can save you time by not having to manually create tasks in both systems.

If you have created a company in ServiceM8, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.