ServiceM8 + Zoho CRM + Slack Integrations
How to connect ServiceM8 + Zoho CRM + Slack
Zapier lets you send info between ServiceM8 and Zoho CRM and Slack automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with ServiceM8 + Zoho CRM + Slack
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ServiceM8, Zoho CRM, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.
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
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
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How ServiceM8 + Zoho CRM + Slack Integrations Work
- Step 1: Authenticate ServiceM8, Zoho CRM, and Slack.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
