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Serviceform Integrations

CRM (Customer Relationship Management)

Put Serviceform to work with AI and enterprise-grade automation

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Or pick an app to pair with
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Integrate Brevo with ServiceformIntegrate Brevo with Serviceform
Brevo
Email Newsletters
Integrate Network Leads with ServiceformIntegrate Network Leads with Serviceform
Network Leads
CRM (Customer Relationship Management)
Integrate Microsoft Excel with ServiceformIntegrate Microsoft Excel with Serviceform
Microsoft Excel
Microsoft, Spreadsheets
Integrate Clio with ServiceformIntegrate Clio with Serviceform
Clio
CRM (Customer Relationship Management)
Integrate Trello with ServiceformIntegrate Trello with Serviceform
Trello
Project Management
Integrate systeme.io with ServiceformIntegrate systeme.io with Serviceform
systeme.io
Marketing
Integrate Facebook Messenger with ServiceformIntegrate Facebook Messenger with Serviceform
Facebook Messenger
Facebook, Social Media Marketing
Integrate LabsMobile with ServiceformIntegrate LabsMobile with Serviceform
LabsMobile
Phone & SMS
Integrate B2Chat with ServiceformIntegrate B2Chat with Serviceform
B2Chat
Communication
Integrate Brevo with ServiceformIntegrate Brevo with Serviceform
Brevo
Email Newsletters
Integrate Network Leads with ServiceformIntegrate Network Leads with Serviceform
Network Leads
CRM (Customer Relationship Management)
Integrate Microsoft Excel with ServiceformIntegrate Microsoft Excel with Serviceform
Microsoft Excel
Microsoft, Spreadsheets
Integrate Clio with ServiceformIntegrate Clio with Serviceform
Clio
CRM (Customer Relationship Management)
Integrate Trello with ServiceformIntegrate Trello with Serviceform
Trello
Project Management
Integrate systeme.io with ServiceformIntegrate systeme.io with Serviceform
systeme.io
Marketing
Integrate Brevo with ServiceformIntegrate Brevo with Serviceform
Brevo
Email Newsletters
Integrate Network Leads with ServiceformIntegrate Network Leads with Serviceform
Network Leads
CRM (Customer Relationship Management)
Integrate Microsoft Excel with ServiceformIntegrate Microsoft Excel with Serviceform
Microsoft Excel
Microsoft, Spreadsheets
Integrate Clio with ServiceformIntegrate Clio with Serviceform
Clio
CRM (Customer Relationship Management)
Integrate Trello with ServiceformIntegrate Trello with Serviceform
Trello
Project Management
Integrate systeme.io with ServiceformIntegrate systeme.io with Serviceform
systeme.io
Marketing
Integrate Facebook Messenger with ServiceformIntegrate Facebook Messenger with Serviceform
Facebook Messenger
Facebook, Social Media Marketing
Integrate LabsMobile with ServiceformIntegrate LabsMobile with Serviceform
LabsMobile
Phone & SMS
Integrate B2Chat with ServiceformIntegrate B2Chat with Serviceform
B2Chat
Communication

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  • Create or update Mautic contacts from new Serviceform leads

    • Serviceform logo
    • Mautic logo
    Serviceform + Mautic
  • Create or update HubSpot contacts from new Serviceform leads

    • Serviceform logo
    • HubSpot logo
    Serviceform + HubSpot
  • Create or update HubSpot contacts when new leads occur in Serviceform

    • Serviceform logo
    • HubSpot logo
    Serviceform + HubSpot
  • Send WhatsApp Notifications for new leads in Serviceform

    Premium
    Details
    • Serviceform logo
    • WhatsApp Notifications logo
    Serviceform + WhatsApp Notifications
  • Send Slack messages for new leads in Serviceform

    • Serviceform logo
    • Slack logo
    Serviceform + Slack
  • Manage new Serviceform leads by creating rows in Google Sheets

    • Serviceform logo
    • Google Sheets logo
    Serviceform + Google Sheets
  • Create or update Mautic contacts from new Serviceform leads

    • Serviceform logo
    • Mautic logo
    Serviceform + Mautic
  • Create or update HubSpot contacts from new Serviceform leads

    • Serviceform logo
    • HubSpot logo
    Serviceform + HubSpot
  • Create or update HubSpot contacts when new leads occur in Serviceform

    • Serviceform logo
    • HubSpot logo
    Serviceform + HubSpot
  • Send WhatsApp Notifications for new leads in Serviceform

    Premium
    Details
    • Serviceform logo
    • WhatsApp Notifications logo
    Serviceform + WhatsApp Notifications
  • Send Slack messages for new leads in Serviceform

    • Serviceform logo
    • Slack logo
    Serviceform + Slack
  • Manage new Serviceform leads by creating rows in Google Sheets

    • Serviceform logo
    • Google Sheets logo
    Serviceform + Google Sheets
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • space id
          Required
        Trigger
        Polling
        Try It
        • Space ID
          Required
        Trigger
        Polling
        Try It
        • Space id
          Required
        Action
        Write

      For builders

      Let your AI safely access Serviceform

      Go beyond Zap workflows. Install Zapier in your AI to call Serviceform actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Serviceform from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create New Lead on Flex

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Serviceform actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Serviceform connection @ https://zapier.com/de/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "serviceform", owner: "me" });
      
      await zapier.runAction({
        app: 'serviceform',
        action: 'create_flex_item',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Serviceform Help & Support

      Common questions

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      About Serviceform
      Serviceform offers a comprehensive range of tools for lead generation and website optimisation.
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