ServiceM8

ServiceM8 + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect ServiceM8 and SalesforceIQ, with as many as 17 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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New Job

Triggers when a new job is created.

Create Job

Creates a new job.

Job Completed

Triggers when a Job's status changes to Completed.

Create Client

Creates a new client.

Job Queued

Triggers when a Job is assigned to a Queue.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

New Client

Triggers when a new Client is created.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

New Form Response

Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

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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.

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SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations