Nutshell + ServiceM8

Create new Nutshell leads from new ServiceM8 clients

Stay organized and on top of your new client management with this convenient automation. When a new client gets added in ServiceM8, a lead is instantly created in Nutshell, saving you the hassle of manual data transfer. This seamless workflow ensures you never miss an opportunity to engage a new client, making your client management more efficient and effective.

When this happens...
New Client
Triggers when a new Client is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
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
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It

New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It

- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- Postal Code
- State
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email AddressRequired
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or 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
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Territory
- Street address
- City
- Postal Code
- State
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email AddressRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Close

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

Related categories

Scheduling & Booking

Similar apps

iFormBuilder

Forms & Surveys

TrackVia

Databases

Device Magic

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Nutshell + ServiceM8

Create new Nutshell leads from new ServiceM8 clients

Job Completed

Job Category

New Client

New Job

Job Category

Create Job

Customer Name

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

Activity Logged

New Activity

New Lead

Create Person

NameRequired

Email Address

Phone

Related company

Street address

City

Postal Code

State

Tags

Territory

Audience

Url

Full address

Update Company

Existing companyRequired

Name

Description

Assignee

Revenue

Employee Count

Company Type

Owner

Email Address

Phone

Url

Tags

Territory

Industry

Street address

City

Postal Code

State

Tags

Full address

Update Lead

Existing leadRequired

Stage

Confidence

Close Date

Expected close time

Assignee

Is Hot

Tags

Find Person

Email Address or Phone NumberRequired

Find or Create Company

NameRequired

Email

Phone