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ActiveCampaign + ServiceM8

Create or update ActiveCampaign contacts when ServiceM8 jobs are completed

Keep your ActiveCampaign contacts up-to-date with this efficient workflow that is triggered when a job is completed in the ServiceM8 app. When a job gets marked as complete, this automation seamlessly creates or updates the contact information in your ActiveCampaign account. Stay organized and never miss a beat with your customer communication using this smooth, time-saving connection between ServiceM8 and ActiveCampaign.

Keep your ActiveCampaign contacts up-to-date with this efficient workflow that is triggered when a job is completed in the ServiceM8 app. When a job gets marked as complete, this automation seamlessly creates or updates the contact information in your ActiveCampaign account. Stay organized and never miss a beat with your customer communication using this smooth, time-saving connection between ServiceM8 and ActiveCampaign.

  1. When this happens...
    ServiceM8ServiceM8
    Job Completed

    Triggers when a Job's status changes to Completed.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer Name

    • Job StatusRequired

    • Job Address

    • Billing Address

    • Job Description

    • Purchase Order Number

    • Work Completed

    • Job Contact First Name

    • Job Contact Last Name

    • Job Contact Phone

    • Job Contact Mobile

    • Job Contact E-Mail Address

    • Billing Contact First Name

    • Billing Contact Last Name

    • Billing Contact Phone

    • Billing Contact Mobile

    • Billing Contact E-Mail

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Help

Related categories

  • Marketing Automation

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servicem8 logo
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About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

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