

FluentCRM + ServiceM8 Integration
Integrate FluentCRM to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create jobs, update contacts, log details, and notify your team automatically.
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Ready Workflows for FluentCRM + ServiceM8 Integration
Capture leads, create jobs, update client details, and keep records synced, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your FluentCRM + ServiceM8 flow
Bring in marketing tools, payment gateways, and communication channels to extend your automation. Pick a combination and activate it in one click.


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WordPress (3)
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Stripe (3)
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Gmail (3)
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QuickBooks Online (3)
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Twilio (3)
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Slack (3)
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When a WordPress user is registered, create contact in FluentCRM, and create a client in ServiceM8.
New WordPress registrations automatically become FluentCRM contacts and ServiceM8 clients without manual data entry.
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When a WordPress post is published, add note to contact in FluentCRM, and create a job in ServiceM8.
Publishing updates in WordPress logs notes in FluentCRM and queues a new job in ServiceM8.
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When a comment is posted in WordPress, update contact in FluentCRM, and search client in ServiceM8.
WordPress comment activity updates contact details in FluentCRM and checks client records in ServiceM8.
Supported triggers and actions for FluentCRM and ServiceM8
Mix and match to build the exact automation you need

FluentCRM Triggers & Actions

ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → What can you automate with FluentCRM + ServiceM8?
Streamline your client management and field operations with automated workflows designed for your business.
🔄
Sync FluentCRM contacts to ServiceM8 jobs
Automatically generate new ServiceM8 jobs whenever a contact is created in FluentCRM. Eliminate manual handoffs between marketing and field teams.
📋
Capture every submitted field and note
Map all available contact attributes and custom notes into your service database instead of basic names and emails.
🔔
Alert your team instantly on updates
Send notifications to your team channel the moment a new job or contact is created across your integrated platforms.
🔀
Route records based on submitted data
Perform different actions depending on specific fields submitted in your CRM or service request forms.
🔄
Keep client records updated in real time
Ensure modifications made in FluentCRM instantly reflect in ServiceM8 without requiring manual edits.
🔍
Search and update instead of creating duplicates
Check existing client databases before creating records to maintain clean, unified customer histories.
💳
Handle later job status changes
Trigger follow-up tasks and CRM updates when a ServiceM8 job is completed, checked out, or paid.
🔗
Extend your workflow to Slack
Connect your core FluentCRM and ServiceM8 flow with Slack to broadcast real-time operational updates.
And much more...
Who is FluentCRM + ServiceM8 integration for?
Service businesses, agencies, and operations teams using WordPress for lead management and ServiceM8 for field work can eliminate manual data entry and keep systems in sync.
Operations Managers
Field Service Supervisors
Account Managers
Customer Support Teams
Sales Representatives
Service Dispatchers
📈
Operations Managers
You review campaign metrics and job fulfillment reports every week, but your tracking tools only update when someone manually exports leads, so the numbers you rely on are always hours behind — with this integration, every new contact lands in your workflow instantly and your data stays current.
⚡
Field Service Supervisors
You need dispatch teams to act the moment a new client inquiry arrives, but delays in moving details between platforms leave technicians waiting — this integration means every new submission triggers a job immediately so your crew can respond without delay.
📋
Account Managers
You answer to clients who expect real-time updates on their service requests, but scattered records make tracking progress difficult — this integration means every status change and client note is recorded across your systems automatically.
🔄
Customer Support Teams
High inquiry volumes make manual record-keeping impossible to maintain across multiple tools, leading to missed follow-ups — automating both apps means incoming submissions and client messages are logged without manual intervention.
🤝
Sales Representatives
You depend on marketing teams to hand over lead details before you can follow up, but communication gaps slow down your outreach — connecting these apps means every new contact is ready in your CRM the second it is captured.
🗂️
Service Dispatchers
You require a complete and accurate history of every client interaction and scheduled job, but manual entry leaves frequent gaps in your database — with this integration, all contact updates and job details are captured without omissions.

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 FluentCRM + ServiceM8
Build and manage your FluentCRM + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect FluentCRM + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect FluentCRM to ServiceM8?
You can connect FluentCRM to ServiceM8 in just 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking WordPress, Stripe, Gmail, QuickBooks Online, Twilio, and Slack.
Can I automatically create ServiceM8 jobs when a FluentCRM contact is created?
Can I connect FluentCRM, ServiceM8, and Slack?
What is a good Zapier alternative for FluentCRM and ServiceM8?
How does FluentCRM handle contact updates during automation?
How does ServiceM8 manage new job creation in workflows?
Do I need coding skills to automate FluentCRM and ServiceM8?
Is the FluentCRM and ServiceM8 integration free?
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