Add new Insightly contacts to ServiceM8 as new clients

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
Add new Insightly contacts to ServiceM8 as new clients
Insightly integration logo

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 integration logo

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.

What Is Zapier?

Get Help