ServiceM8 + Insightly Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect ServiceM8 and Insightly, with as many as 59 possible integrations. Are you ready to find your productivity superpowers?
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
- A new contact is created in Insightly
- Zapier creates a new client in ServiceM8
It's easy to connect ServiceM8 + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new job is created.
Creates a new job.
Triggers when a Job's status changes to Completed.
Creates a new client.
Triggers when a Job is assigned to a Queue.
Create a new contact in your Insightly account.
Triggers when a new Client is created.
Create a new task in your Insightly account.
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Create a new note in your Insightly account.
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