Brevo + ServiceM8

Brevo + ServiceM8 integrations

Create or update Brevo contacts when new clients appear in ServiceM8

When a new client is added to ServiceM8, this automation ensures their information is swiftly reflected in your Brevo platform. Save time and eradicate the risk of data entry errors by letting this workflow keep your records up-to-date. It immediately creates or updates the client's details in Brevo, making sure you're always armed with the latest information.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Contact Create or UpdateCreates or updates a contact
ActionWrite

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More things you can do with ServiceM8 and Brevo

Discover other triggers and actions you can use with ServiceM8 and Brevo

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job Status
  Required
- 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
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- List Name
  Required
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Update if Contact Exists
  Required
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or ID
  Required
Action
Write
- Update if Contact Exists
  Required
- Contact Identifier Type
  Required
- Email
- Mobile number of contact (SMS)
- Whatsapp number of contact
- External identifier of contact
- Brevo contact ID (update only)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Treat Category Values as IDs for Category type Contact Attributes
Action
Write
- Update if the deal already exist
  Required
- Deal name or ID
  Required
- Use Category IDs for Attributes
- Deal Pipeline
  Required
- Deal Stage
  Required
Action
Write
- Deal name or ID
  Required
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record type
  Required
Action
Write
- Sender Name
  Required
- Test Mobile Number
  Required
- Recipient Mobile Number
  Required
- Message Content
  Required
- Tag(s)
- Unicode Content
- Message Prefix
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Campaign Status
  Required
Trigger
Polling
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Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already exist
  Required
- Company name or ID
  Required
- Use Category IDs for Attributes
Action
Write
- Company name or ID
  Required
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
Action
Write
- Deal name or ID
  Required
Action
Write
- Event name
  Required
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Event properties
Action
Write
- Record type
  Required
Action
Write
- To
  Required
- Cc
- Bcc
- Sender Name
- Sender Email
  Required
- Reply to Name
- Reply to Email
  Required
- Subject
  Required
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contact
  Required
- Lists to unsubscribe
  Required
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

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Related categories

Email Newsletters

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add or update Brevo contacts when new jobs are added in ServiceM8