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  • How do I lookup prior customers in Service Fusion to prevent creating duplicates?
Question

How do I lookup prior customers in Service Fusion to prevent creating duplicates?

  • December 19, 2023
  • 1 reply
  • 48 views
R

Has anyone been able to figure out how to lookup prior customers in Service Fusion? Currently it seems we can only create New Clients which can lead to duplicates being created.

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1 reply

Troy Tessalone
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Hi @Ruby Receptionists 

You’d likely have to use the ServiceFusion API: https://docs.servicefusion.com/

Help:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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