CLOSEM + ServeManager Integration

Connect CLOSEM to ServeManager - Automate your workflows in 1-click

Set up CLOSEM automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between CLOSEM & ServeManager using Integrately.

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Ready Workflows For CLOSEM + ServeManager Integration

Just click on the workflow you want to automate

Create CLOSEM appointment for new ServeManager company

ServeManager + CLOSEM Integration

Activate

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Create Your Own CLOSEM & ServeManager Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Job is created in ServeManager
Triggers the automation whenever a new job is created
Attempt is logged in ServeManager
Triggers the automation whenever an effort to serve legal documents is initiated
Affidavit is created in ServeManager
Triggers the automation whenever a new affidavit is created
Company is created in ServeManager
Triggers the automation whenever a new company is created
Invoice is issued in ServeManager
Triggers the automation whenever a new invoice is issued

Create contact in CLOSEM
Automatically adds a new contact to the database
Schedule appointment in CLOSEM
Automatically schedules an appointment
Create job in ServeManager
Automatically generates new job
Create court case in ServeManager
Automatically generates a new court case record with relevant information
Search court case in ServeManager
Automatically retrieves information on a court case
Search job in ServeManager
Automatically searches for a job
Create company in ServeManager
Automatically generates a new company profile with given details
Search company in ServeManager
Automatically find information about a company
Create note in ServeManager
Automatically creates a new note in the particular format

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate CLOSEM & ServeManager In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect CLOSEM or ServeManager With 1200+ Other Apps

Closem is the must-have software for salespeople who want to close more deals. It automates your outreach and follow-up so you can focus on what's important - closing the sale.

See CLOSEM Integrations

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations