When this happens...
InsightlyNew Contact
Then do this...
ServiceM8Create Client

Using Insightly to manage leads and ServiceM8 to manage your field staff is a powerful combination. But what happens when a lead becomes a customer, and you need to dispatch a field worker to complete the sale? Use this integration to automatically transfer client details from Insightly to ServiceM8, so you won't need to manually type their details.

Note: This Zapier integration doesn't import existing contacts into ServiceM8, only new contacts after you've set it up.

How this ServiceM8-Insightly integration works

  1. A new contact is created in Insightly
  2. Zapier creates a new client in ServiceM8

Apps involved

  • Insightly
  • ServiceM8

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + ServiceM8 and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Job

Triggers when a new job is created.

Create Note

Create a new note in your Insightly account.

Job Completed

Triggers when a Job's status changes to Completed.

Create Job

Creates a new job.

Job Queued

Triggers when a Job is assigned to a Queue.

Create Client

Creates a new client.

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Become a Zapier Integration Partner

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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.

See ServiceM8 Integrations