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Set up your first integration
Quickly connect ServiceM8 to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ServiceM8 with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Completed" from ServiceM8.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects ServiceM8 and Zoho CRM, automating your workflow.
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.
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- Customer 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- 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 ItTriggerPolling
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Practical ways you can use ServiceM8 and Zoho CRM
Add new ServiceM8 clients to Zoho CRM as contacts
When a new client is added to ServiceM8, Zapier automatically creates a contact in Zoho CRM. This ensures your customer database stays synchronized, giving you an efficient way to maintain relationships and manage customer data across platforms.
Business OwnerTrack updated Zoho Contacts in ServiceM8 efficiently
Whenever a Zoho CRM contact is updated, Zapier updates the corresponding client in ServiceM8. This automation removes the time spent on manual data sync, enabling your support team to provide seamless assistance without worrying about outdated information.
Customer Support OpsSync completed ServiceM8 jobs as opportunities in Zoho CRM
When a job is marked as completed in ServiceM8, Zapier creates an opportunity in Zoho CRM. This gives your marketing team insight into completed projects, making it easier to analyze trends and evaluate future campaigns.
Marketing & Marketing OpsLearn how to automate ServiceM8 on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about ServiceM8 + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceM8 and Zoho CRM
How do I integrate ServiceM8 with Zoho CRM using your platform?
You can integrate ServiceM8 with Zoho CRM through our platform by creating a 'Zap'. This involves setting triggers and actions. For example, when a new job is created in ServiceM8, you can set an action to create or update a contact in Zoho CRM.
What triggers are available for ServiceM8 integration?
Our platform supports various triggers for ServiceM8 such as New Job, Job Completed, or New Client. These triggers allow you to automatically initiate actions in Zoho CRM when specific events occur in ServiceM8.
What actions can I perform in Zoho CRM once integrated with ServiceM8?
Once integrated with ServiceM8, you can perform actions like creating or updating leads, contacts, and tasks in Zoho CRM whenever a trigger event occurs in ServiceM8.
Is there a way to update existing contacts in Zoho CRM when details change in ServiceM8?
Yes, you can set up an integration where updates to clients or jobs in ServiceM8 trigger an action that updates existing contacts' details in Zoho CRM automatically.
Can I automate job creation in ServiceM8 from Zoho CRM activities?
While the integration primarily initiates actions from ServiceM8 triggers to Zoho CRM actions, you might need additional configurations or custom setups for reverse automation such as creating jobs based on activities from Zoho CRM.
Do I need any technical expertise to set up the integration between ServiceM8 and Zoho CRM?
No technical expertise is required. Our easy-to-use drag-and-drop interface guides you through selecting triggers and setting corresponding actions without needing any coding skills.
Are there any limits on the number of Zaps I can create between ServiceM8 and Zoho CRM?
The number of Zaps you can create depends on your subscription plan. You can check our pricing page for detailed information about limits related to different plans.
