Loading

ServiceM8 + Workbooks CRM Integrations

How to connect ServiceM8 + Workbooks CRM

Zapier lets you send info between ServiceM8 and Workbooks CRM automatically—no code required.

When this happens...
automatically do this!

Supported triggers and actions

What does this mean?

How ServiceM8 + Workbooks CRM Integrations Work

  1. Step 1: Authenticate ServiceM8 and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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

Related categories

  • Scheduling & Booking

Similar Apps

iFormBuilder integrations

iFormBuilder

Forms & Surveys
TrackVia integrations

TrackVia

Databases
Device Magic integrations

Device Magic

Forms & Surveys
workbooks logo
workbooks logo
workbooks logo

About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service