Using Monday.com to track estimates, jobs and techs? Connect ServiceForge so calls become new tasks for your team.
What gets sent: Caller contact details and any job information captured during the call.
Click Connect and log into both your ServiceForge and your platform accounts.
Set your trigger (like call answered in ServiceForge).
Set your action (whatever you want to happen in the destination platform, like create lead, create contact).
Map the data fields you want to send across.
Test the Zap and switch it on.