Peak Funnels + ServeManager Integration

Connect Peak Funnels to ServeManager - Automate your workflows in 1-click

Set up Peak Funnels 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. Combine the benefits of both with Integrately’s Peak Funnels + ServeManager integration.
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Ready Workflows For Peak Funnels + ServeManager Integration

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Peak Funnels + ServeManager Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation when a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation when a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation when a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation when any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation when a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation when a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation when a product is updated

    Instant
  • ServeManager
    Job is created in ServeManager

    Triggers the automation when a new job is created

  • ServeManager
    Attempt is logged in ServeManager

    Triggers the automation when an effort to serve legal documents is initiated

  • ServeManager
    Affidavit is created in ServeManager

    Triggers the automation when a new affidavit is created

  • ServeManager
    Company is created in ServeManager

    Triggers the automation when a new company is created

  • ServeManager
    Invoice is issued in ServeManager

    Triggers the automation when a new invoice is issued

2.
  • Peak Funnels
    Delete contact in Peak Funnels

    Removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Deletes a member group

  • ServeManager
    Create job in ServeManager

    Generates new job

  • ServeManager
    Create court case in ServeManager

    Generates a new court case record with relevant information

  • ServeManager
    Search court case in ServeManager

    Retrieves information on a court case

  • ServeManager
    Search job in ServeManager

    Searches for a job

  • ServeManager
    Create company in ServeManager

    Generates a new company profile with given details

  • ServeManager
    Search company in ServeManager

    Finds information about a company

  • ServeManager
    Create note in ServeManager

    Creates a new note in the particular format

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Integrate Peak Funnels & ServeManager In 1 Click
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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!

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You Can Also Connect Peak Funnels or ServeManager With 1200+ Other Apps

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Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.

See Peak Funnels Integrations
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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

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