ServiceM8 + Shape
Create records in Shape Software for new clients in ServiceM8
Stop spending the time and effort it takes to add each new ServiceM8 client to your Shape CRM by hand? Simply set up this Zap, and the work is done for you. Once active, this integration will automatically add every new client in ServiceM8 to Shape CRM as a record.
Stop spending the time and effort it takes to add each new ServiceM8 client to your Shape CRM by hand? Simply set up this Zap, and the work is done for you. Once active, this integration will automatically add every new client in ServiceM8 to Shape CRM as a record.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Record
Create a new record within the CRM
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- 14 day trial for premium features & apps
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
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.
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Forms & SurveysAbout Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
