Made for field service teams - connect ServiceForge with ConnectWise to create new records and update existing ones so your team arrives prepared.
What gets sent: Caller contact details and any information captured during the call like service or job requests.
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.