What does it do?
Here are the main ways to use this integration:
- Sync customer data: Automatically sync customer data from ServiceMonster to the platform when a service is completed, ensuring you have the latest information to communicate effectively with your clients.
- Automate your review generation: Send automated requests for reviews to customers on a created invoice in ServiceMonster. This helps you gather valuable feedback and enhance your online presence, attracting more clients to your business.
- Seamless Customer Communication: Leverage the platform to communicate with your customers easily. Send updates, newsletters, and follow-up messages directly from the platform to keep your clients informed and engaged.
How does it work?
To set up your connection with ServiceMonster, click on the “Add connection” button and follow the instructions. Please note that to ensure data is pulled in properly after the SSO connection, you must add valid API users in ServiceMonster. Follow the steps outlined in this help article to create and configure API users. You can disconnect the integration at any time if needed.
Requirements
- A ServiceMonster account
