ServiceM8 + Zoho CRM

Create or update Zoho CRM module entries whenever new jobs are added in ServiceM8

Boost your productivity by effortlessly bridging ServiceM8 and Zoho CRM. With this setup, the creation of a new job in ServiceM8 prompts the generation of a corresponding entry in Zoho CRM. This systematic approach ensures necessary job details transition from ServiceM8 to Zoho CRM promptly, eliminating the need for manual transferring. Stay on top of duties by ensuring relevant data are up-to-date and more time is invested in undertaking key tasks.

Boost your productivity by effortlessly bridging ServiceM8 and Zoho CRM. With this setup, the creation of a new job in ServiceM8 prompts the generation of a corresponding entry in Zoho CRM. This systematic approach ensures necessary job details transition from ServiceM8 to Zoho CRM promptly, eliminating the need for manual transferring. Stay on top of duties by ensuring relevant data are up-to-date and more time is invested in undertaking key tasks.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
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servicem8 logo

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

  • CRM (Customer Relationship Management)

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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  • Zoho

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