Just wondering if there’s currently a way, or if this could be added one day, to pull through the date of work orders, invoices, or job completion when importing contacts? A common scenario for us is clients uploading their full database, and when review requests start sending, it begins with contacts from a year ago. While those are still valuable, we’d much prefer to prioritise recent clients first, then work back through older ones. Having the ability to import and sort based on a date field would make a big difference in how effectively we can manage outreach :)

Hi guys, When connecting ServiceM8 to CRM Connector within HL, how do I specify a field that the client can add 'no review' to signal to us not to ask that client for a review? I could set it up in Zapier, so I am crossing my fingers that you guys have a way! :D

Is there a list of which CRMs you can connect to, as well as instructions on how to get the API keys for each of them? Especially without having to sign up at the moment.