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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
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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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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/ja/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.
Related categories

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