GetSales.io + ServiceM8 Integration

Connect GetSales.io to ServiceM8 in 1 click

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1.
  • GetSales.io
    LinkedIn Connection Request Accepted in GetSales.io Instant
  • GetSales.io
    Contact Replied to LinkedIn Message in GetSales.io Instant
  • GetSales.io
    LinkedIn Connection Request Sent in GetSales.io Instant
  • GetSales.io
    LinkedIn Message Sent in GetSales.io 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
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted 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
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received 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
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2.

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GetSales.io + ServiceM8 Integration

Create ServiceM8 contact for new GetSales.io 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 GetSales.io - ServiceM8 integration, anytime a new GetSales.io 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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GetSales.io + ServiceM8 Integration

Create ServiceM8 task for new GetSales.io contact

In GetSales.io, 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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ServiceM8 + GetSales.io Integration

Create GetSales.io contact for new ServiceM8 form

When someone completes your ServiceM8, a new contact is automatically created in your GetSales.io. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the ServiceM8 is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a ServiceM8 - GetSales.io integration set up makes it easy to manage your customer relationships and grow your business.
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ServiceM8 + GetSales.io Integration

Create GetSales.io contact for new ServiceM8 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 ServiceM8 - GetSales.io integration, anytime a new ServiceM8 contact is created, an GetSales.io 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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GetSales.io
GetSales.io
GetSales.io is a sales engagement platform that helps teams automate multichannel outreach, find prospects, personalize campaigns, and manage follow-ups to generate more leads and close deals faster.
ServiceM8
ServiceM8
ServiceM8 helps connect, manage and track all elements of your service business: staff, clients, customers, jobs and more. It makes it easy to be compliant, efficient & profitable.