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Instapage + ServiceM8

Instapage + ServiceM8

Create new ServiceM8 clients from Instapage form submissions

Effortlessly streamline your client onboarding process with this Instapage to ServiceM8 workflow. When a new form submission occurs in Instapage, this automation will instantly create a new client in ServiceM8, ensuring a seamless and efficient flow of information between platforms. No more manual data entry, saving you time and reducing errors.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when a new form is submitted.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
    ActionWrite
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More things you can do with Instapage and ServiceM8

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

    • Page
      Required
    • HelpText
    Trigger
    Instant
    Try It
    • Queue
      Required
    • Job Category
    Trigger
    Instant
    Try It
    • Completed By
    • Form Type
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Address
    • Billing Address
    • Fax Number
    • Website
    • First Name
    • Last Name
    • Phone Number
    • Mobile Number
    • E-Mail Address
    Action
    Write
    • Job Category
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category
    Trigger
    Instant
    Try It
    • 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
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instapage logo
About Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
Learn moreLearn moreHelpHelp
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servicem8 logo
servicem8 logo
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
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Related Zap Templates

  • Create ServiceM8 jobs from new Instapage form submissions

Related Zap Templates

 

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