Freshworks CRM (Freshsales Suite) + ServiceM8 Integration
Integrate Freshworks CRM (Freshsales Suite) to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create jobs, sync client details, update your records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Staff has clocked on in ServiceM8 Instant- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Search contact in Freshworks CRM (Freshsales Suite)
- Create product in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- Get job client details by company UUID in ServiceM8
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Freshworks CRM (Freshsales Suite) + ServiceM8 Integration
Capture leads, create client records, schedule jobs, update statuses, and notify your staff, 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 Freshworks CRM (Freshsales Suite) + ServiceM8 flow
After your CRM leads turn into service jobs, you often need to invoice clients, sync calendars, and send follow-up emails. Pick a combination and activate it in one click.
+
Stripe (4)
Stripe (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (4)
Slack (4) +
Google Calendar (3)
Google Calendar (3) +
Typeform (3)
Typeform (3) F
S
S
Create a Stripe customer for every new Freshworks CRM (Freshsales Suite) contact, and create a client in ServiceM8.
New Freshworks CRM (Freshsales Suite) contacts immediately become Stripe customers and ServiceM8 clients without manual data entry.
S
S
F
When a new client is added in ServiceM8, create a Stripe customer and add a contact in Freshworks CRM (Freshsales Suite).
Field service clients added in ServiceM8 are logged in Stripe for billing and Freshworks CRM (Freshsales Suite) for sales tracking.
S
S
F
When a job invoice is paid in ServiceM8, record the payment in Stripe and update the deal in Freshworks CRM (Freshsales Suite).
Paid ServiceM8 invoices automatically trigger billing updates in Stripe and update deal stages in Freshworks CRM (Freshsales Suite).
F
S
S
If a deal is created in Freshworks CRM (Freshsales Suite), create a Stripe invoice and schedule a job in ServiceM8.
New sales deals in Freshworks CRM (Freshsales Suite) generate structured invoices in Stripe and queue up jobs in ServiceM8.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and ServiceM8
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → What can you automate with Freshworks CRM (Freshsales Suite) + ServiceM8?
Streamline your entire customer lifecycle from initial CRM lead capture to final field service job completion.
🔄
Sync CRM contacts to service jobs automatically
Turn new contacts created in Freshworks CRM (Freshsales Suite) into active client profiles and jobs inside ServiceM8 without touching a keyboard.
📝
Capture every submitted client field
Map all available contact details and custom form submissions between Freshworks CRM (Freshsales Suite) and ServiceM8 to keep records comprehensive.
🔔
Notify your team the moment work happens
Trigger instant team alerts and dispatch notifications in Slack or email whenever a service job is completed or a deal status changes.
🔀
Route records based on submitted criteria
Direct high-value clients or specific service categories to designated pipelines in Freshworks CRM (Freshsales Suite) based on ServiceM8 inputs.
🔄
Keep destination records up to date
Update existing deals and client profiles automatically as job statuses shift from queued to checked out and completed in ServiceM8.
🛡️
Create or update without duplicates
Search existing contacts and accounts before writing new records, ensuring your database remains clean and free of duplicate entries.
💳
Handle later status changes and payments
Automate downstream actions when job invoices are paid, quotes are accepted, or staff clock on and off in ServiceM8.
🔌
Extend your workflow to Slack
Connect your core pair to Slack to broadcast critical operational updates to your team instantly after a job status changes.
And much more...
Who is Freshworks CRM (Freshsales Suite) + ServiceM8 integration for?
Sales managers, field service technicians, and operations teams benefit by eliminating manual data entry between customer relationship records and job management platforms.
Sales and operations directors
Field service dispatchers
Client account managers
High-volume operations teams
Sales development reps
Business finance administrators
📈
Sales and operations directors
You're tracking pipeline growth in Freshworks CRM (Freshsales Suite) while field operations run out of ServiceM8, but manual reporting means your dashboards are always hours behind — this integration means every deal and job syncs instantly and your analytics stay accurate.
⚡
Field service dispatchers
You need to assign technicians as soon as sales close a deal, but waiting for manual handoffs leads to delayed scheduling — automations between these apps mean new client records and jobs appear in ServiceM8 the second a deal is created.
🤝
Client account managers
You answer to clients who want immediate updates on their service job status, but piecing together updates from sales and field notes takes too long — with this integration, customer records and job statuses update in unison across platforms.
🔄
High-volume operations teams
You're handling dozens of daily client inquiries and job requests, and your team is drowning in copy-pasting between platforms — automating both apps means every contact and job transitions smoothly without human error.
📋
Sales development reps
You own the initial lead qualification in Freshworks CRM (Freshsales Suite) and depend on field teams to pick up the execution, but details get lost in translation — connecting these apps means your prospect data flows straight into ServiceM8 without friction.
📁
Business finance administrators
You need a reliable history of customer interactions from initial CRM contact through final job completion, but manual logging leaves glaring gaps in audit trails — integrating these apps means every transaction and milestone is recorded accurately.
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 Freshworks CRM (Freshsales Suite) + ServiceM8
Build and manage your Freshworks CRM (Freshsales Suite) + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + 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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Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to ServiceM8?
You can connect Freshworks CRM (Freshsales Suite) to ServiceM8 in 1 click using ready-made templates on Integrately. You can also use Integrately AI to build custom workflows linking these apps with Slack, QuickBooks Online, and 1,500+ other tools.
Can I automatically create a ServiceM8 job when a contact is created in Freshworks CRM (Freshsales Suite)?
Can I connect Freshworks CRM (Freshsales Suite), ServiceM8, and Slack?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and ServiceM8?
How are contacts and deals handled between Freshworks CRM (Freshsales Suite) and ServiceM8?
Can I sync job completion status and invoices from ServiceM8 to Freshworks CRM (Freshsales Suite)?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and ServiceM8?
Is the Freshworks CRM (Freshsales Suite) and ServiceM8 integration free?
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