Agile CRM + ServiceM8 Integration

Integrate Agile CRM to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create jobs, sync client details, update statuses, and notify your team automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready Workflows Ready Workflows for Agile CRM + ServiceM8 Integration

Create jobs, sync client details, update statuses, notify your team, and log records, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + ServiceM8 Integration

Create ServiceM8 contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - ServiceM8 integration, anytime a new Agile CRM contact is created, an ServiceM8 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Agile CRM + ServiceM8 Integration

Create ServiceM8 task for new Agile CRM contact

In Agile CRM, when you create a contact, it automatically creates a task in ServiceM8 for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + ServiceM8 flow

Send client notifications, log invoices in accounting tools, and alert your team on messaging apps after your workflow runs. Pick a combination and activate it in one click.

Agile CRM
ServiceM8
+
XeroXero (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
StripeStripe (8)
+
TwilioTwilio (8)
+
SlackSlack (8)
S
A
X
Create an Agile CRM contact and a Xero invoice for every new ServiceM8 job
Every new ServiceM8 job generates a corresponding Agile CRM contact and Xero invoice instantly.
A
S
X
Create a ServiceM8 job and a Xero invoice when a new Agile CRM deal is created
New Agile CRM deals instantly generate a ServiceM8 job and a matching Xero invoice.
S
A
X
When a ServiceM8 job status changes, update the Agile CRM contact and create a Xero invoice
Job status updates in ServiceM8 update Agile CRM records and generate Xero invoices automatically.
A
S
X
Create a ServiceM8 job for every new Agile CRM task, and generate an invoice in Xero
Agile CRM tasks automatically open corresponding ServiceM8 jobs and Xero invoices.
A
S
X
If an Agile CRM deal milestone changes, create a ServiceM8 job and a Xero invoice
Milestone updates in Agile CRM trigger ServiceM8 job creation and Xero invoicing.
S
A
X
When a ServiceM8 job is completed, update the Agile CRM contact and create a paid invoice in Xero
Completed ServiceM8 jobs update Agile CRM records and generate finalized Xero invoices.
S
C
A
X
Use ChatGPT to summarise every new ServiceM8 job description, create an Agile CRM deal, and generate a Xero invoice
ChatGPT summarises ServiceM8 job notes before creating Agile CRM deals and Xero invoices.
S
A
X
S
When a new ServiceM8 job is created, create an Agile CRM contact, generate a Xero invoice, and notify your team on Slack
New ServiceM8 jobs update Agile CRM, create Xero invoices, and notify your team in Slack.

Supported triggers and actions for Agile CRM and ServiceM8

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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What can you automate with Agile CRM + ServiceM8?

Connect Agile CRM and ServiceM8 to synchronize your customer data, eliminate double-entry, and streamline field operations.

What you can automate?
🔄
Automate core client and job syncing between apps
Trigger actions in Agile CRM when work happens in ServiceM8, or generate ServiceM8 jobs when deals close in Agile CRM. Keep sales and field operations perfectly aligned.
📋
Capture every submitted field and note
Map all available job notes, client details, and custom form inputs across both platforms instead of just basic names and email addresses.
🔔
Alert your team the moment events occur
Notify staff members in Slack or via email immediately when job statuses change or new deals are won in Agile CRM.
🔀
Route records based on submitted criteria
Execute different follow-up actions in Agile CRM or ServiceM8 depending on specific job types, milestone stages, or custom field values.
📝
Keep destination records updated automatically
Ensure that contact information, task statuses, and job progress stay current across both systems without manual data re-entry.
🔍
Prevent duplicates with smart search operations
Search existing contacts and companies in Agile CRM before creating new records, ensuring your database remains clean and organized.
💳
Handle later milestone and status changes
Trigger downstream workflows when jobs are completed, quotes are accepted, or deal milestones reach final stages.
🌐
Extend your workflow to external tools
Connect your Agile CRM and ServiceM8 core flow with accounting, communication, or marketing apps like Slack or Gmail in a single pipeline.
And much more...

Who is Agile CRM + ServiceM8 integration for?

Connecting Agile CRM and ServiceM8 helps sales teams, project managers, and field staff streamline client communication, job tracking, and revenue management effortlessly.

Sales Analysts
Sales Analysts
Field Dispatchers
Field Dispatchers
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Project Coordinators
Project Coordinators
Operations Supervisors
Operations Supervisors
📈
Sales Analysts
You report on this and decide from it, but your numbers are always stale because records require manual export between apps — this integration means every new job and contact syncs instantly and your pipeline reports stay current.
Field Dispatchers
You need to act fast when new service requests arrive, but you find out too late because sales updates sit in a separate CRM queue — automating both apps means incoming deals create jobs immediately and your dispatchers respond without delay.
📋
Account Managers
You answer to a client who wants to see progress on their service project, but your team struggles to match field notes with CRM records — with this integration, job updates sync straight to client profiles and stakeholder communication is always accurate.
💼
Customer Success Leads
The volume of client requests is too high for anyone to keep up by hand, and records frequently fall out of sync between your sales and service tools — connecting these apps means every submission and status change populates automatically across platforms.
🔧
Project Coordinators
You own the next step in project delivery and depend on someone upstream to hand over client details, but manual handoffs cause missed tasks — automating both apps means project data flows from sales deals to field jobs without human friction.
📊
Operations Supervisors
You need a reliable history of all customer interactions and keep finding gaps in your operational logs because data entry gets skipped — this integration means every contact, task, and job is recorded automatically and your audit history remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + ServiceM8

Build and manage your Agile CRM + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to ServiceM8?
Frequently Asked Questions
You can connect Agile CRM to ServiceM8 using 1-click automations on Integrately. Start from a ready template or ask Integrately AI to build your workflow instantly. You can also connect Xero, QuickBooks Online, and Gmail in your pipeline.
Can I automatically create a ServiceM8 job when a new Agile CRM deal is won?
Frequently Asked Questions
Can I connect Agile CRM, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and ServiceM8?
Frequently Asked Questions
How does Agile CRM handle contact syncing with ServiceM8?
Frequently Asked Questions
Can ServiceM8 update deal stages in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and ServiceM8?
Frequently Asked Questions
Is the Agile CRM and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or ServiceM8 With 1500+ Other Apps

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ServiceM8
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Sync ServiceM8 with scheduling apps, billing tools, and calendar systems to keep your field operations running smoothly.
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