Connecting Sameday.AI to Service Fusion

Best Suited for:

• Sales and customer service managers
• Users responsible for follow-ups and appointment scheduling
• Businesses looking to automate customer communication

Important Information:

• You must have a Sameday.AI account or schedule a demo to begin
• Integration setup includes syncing Service Fusion data and configuring follow-up workflows
• Sameday.AI uses your Service Fusion estimate and job data to trigger automated messages

Strategic Workflow:

• Schedule a demo with Sameday.AI
• Complete onboarding and connect your Service Fusion account
• Configure follow-up triggers and messaging templates
• Launch automated campaigns and monitor performance

Process Description:

1. Visit the Sameday.AI + Service Fusion integration page
2. Click Schedule a Demo to begin the onboarding process
3. Fill out the form with your contact and company information
4. A Sameday.AI representative will contact you to complete the setup
5. Provide your Service Fusion API credentials to enable syncing
6. Configure your follow-up workflows and messaging templates
7. Begin using Sameday.AI to automate customer communication