LeadEngage + ServiceM8 Integration

Integrate LeadEngage to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create contacts, update client details, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted 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.
  • LeadEngage
    Create contact in LeadEngage
  • LeadEngage
    Search contact by phone in LeadEngage
  • LeadEngage
    Search contact by email in LeadEngage
  • 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 WorkflowsReady Workflows   for LeadEngage + ServiceM8 Integration

Capture leads, create contacts, update client records, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 LeadEngage + ServiceM8 flow

Connect your core lead and service operations to messaging, scheduling, and finance tools. Pick a combination and activate it in one click.

LeadEngage
ServiceM8
+
Google CalendarGoogle Calendar (4)
+
GmailGmail (4)
+
XeroXero (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
S
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When a new job is created in ServiceM8, create a contact in LeadEngage and schedule an event in Google Calendar
New ServiceM8 jobs instantly generate LeadEngage contacts and block out Google Calendar time, keeping your schedule and contact list aligned.
S
L
G
When a job status is changed in ServiceM8, search for the contact in LeadEngage and update the Google Calendar event
Job status updates in ServiceM8 trigger contact lookups in LeadEngage and automatically update your Google Calendar events.
S
L
G
When a form is submitted in ServiceM8, search for the contact in LeadEngage and create a Google Calendar follow-up task
Form submissions in ServiceM8 look up contacts in LeadEngage and add a follow-up reminder to Google Calendar.
S
L
G
When a job is completed in ServiceM8, create a contact in LeadEngage and schedule a review call in Google Calendar
Completed ServiceM8 jobs create LeadEngage contacts and automatically schedule follow-up review calls in Google Calendar.

Supported triggers and actions for LeadEngage and ServiceM8

Mix and match to build the exact automation you need

LeadEngage
LeadEngage Triggers & Actions
No trigger is available
Create contact in LeadEngage
Adds a new contact to the database
Try it →
Search contact by phone in LeadEngage
Finds information about a contact using the phone number
Try it →
Search contact by email in LeadEngage
Finds and retrieves contact information using their email address
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with LeadEngage + ServiceM8?

Streamline your entire client onboarding and service workflow with ready-made automation capabilities.

What you can automate?
🔄
Sync new jobs into contact records
Automatically create a contact in LeadEngage whenever a new job or client is created in ServiceM8. Eliminate manual transcription and keep your customer database fully up to date.
📋
Capture every submitted form field
Map all submitted form answers from ServiceM8 into your LeadEngage contact records. Your database becomes a richer source for review and follow-up.
🔔
Alert your team instantly on new bookings
Notify your staff via Slack or email the moment a job is created or a quote is accepted in ServiceM8. Ensure faster response times and better coordination.
🔀
Route records based on submitted criteria
Send leads and jobs to different workflows or team channels depending on specific form inputs or job types submitted in ServiceM8.
🔄
Keep client records updated as jobs change
Automatically update contact information and job notes across platforms whenever client details are modified in ServiceM8.
🔍
Search and prevent duplicate contacts
Search existing contacts by phone or email in LeadEngage before creating new records, ensuring your database remains clean and free of duplicates.
💳
Handle later status changes and invoicing
Trigger automated follow-ups, calendar events, or accounting updates when job statuses change, quotes are accepted, or invoices are paid in ServiceM8.
🔌
Extend your workflow to accounting and tools
Connect your core LeadEngage and ServiceM8 data to Xero, QuickBooks Online, Stripe, or Gmail to automate billing and customer communications in one flow.
And much more...

Who is LeadEngage + ServiceM8 integration for?

Service businesses and field operations teams benefit by eliminating manual contact entry and keeping client job records synchronized across systems.

Business Analysts
Business Analysts
Field Dispatchers
Field Dispatchers
Account Managers
Account Managers
Operations Managers
Operations Managers
Service Technicians
Service Technicians
Administrative Leads
Administrative Leads
📈
Business Analysts
You're reviewing operational reports, but your job numbers lag behind because staff manually copy records between platforms — this integration means every new job and contact syncs instantly and your analytics stay accurate.
Field Dispatchers
You need to dispatch technicians the moment jobs are booked, but manual handoffs cause frustrating delays — automating both apps means team alerts fire instantly and crews mobilise without waiting.
🤝
Account Managers
You answer to clients who expect real-time project updates, but missing details leave you unprepared — connecting these apps means client records and job statuses update automatically for flawless communication.
📊
Operations Managers
The volume of daily service jobs is too high for your staff to keep contact lists updated by hand, leading to scattered data — automating both apps means every record populates effortlessly without human error.
🔧
Service Technicians
You rely on upstream booking teams to hand over client details before heading to a site, but details often get lost — this integration means every contact and job note arrives on your device right away.
🗂️
Administrative Leads
You need a reliable history of every client interaction, but manual data entry leaves frequent gaps in your database — automating both apps means every contact and job state is recorded permanently.
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 LeadEngage + ServiceM8

Build and manage your LeadEngage + 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 LeadEngage + 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 LeadEngage to ServiceM8?
Frequently Asked Questions
You can connect LeadEngage to ServiceM8 using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the custom workflow for you, connecting with apps like Slack, Google Calendar, and Gmail easily.
Can I automatically create LeadEngage contacts when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect LeadEngage, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LeadEngage and ServiceM8?
Frequently Asked Questions
How are contact records handled between LeadEngage and ServiceM8?
Frequently Asked Questions
Can I trigger updates when a job status changes in ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate LeadEngage and ServiceM8?
Frequently Asked Questions
Is the LeadEngage and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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