Mailshake + ServiceM8 Integration

Integrate Mailshake to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Capture outreach details, create client records, update job statuses, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
  • ServiceM8
    Job quote is sent 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
    Message is received in inbox 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
    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.
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake
  • 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 Mailshake + ServiceM8 Integration

Capture leads, create client records, update job statuses, notify your team, and trigger 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 Mailshake + ServiceM8 flow

Sync your outreach data to CRMs, calendar bookings, invoices, and team chats to manage the full client lifecycle. Pick a combination and activate it in one click.

Mailshake
ServiceM8
+
HubspotHubspot (6)
+
CalendlyCalendly (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
GmailGmail (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
M
S
H
Add every new Mailshake lead to ServiceM8 and create a contact in HubSpot
New Mailshake leads instantly populate ServiceM8 as clients while logging contact details in HubSpot, eliminating manual data entry across systems.
S
M
H
When a ServiceM8 job is completed, update the Mailshake lead status and update the HubSpot deal
Completed jobs in ServiceM8 automatically update lead statuses in Mailshake and advance deals in HubSpot.
S
M
H
Create a HubSpot task for every new ServiceM8 client and pause the Mailshake recipient
New ServiceM8 clients generate follow-up tasks in HubSpot while automatically pausing active Mailshake outreach.
M
S
H
If a Mailshake lead replies, create a ServiceM8 client and log a deal in HubSpot
Mailshake replies trigger automated client creation in ServiceM8 and open a new deal in HubSpot.
M
S
H
Use Claude to evaluate Mailshake lead intent, create a ServiceM8 client, and update HubSpot
Claude analyses Mailshake lead replies before automatically creating ServiceM8 clients and updating HubSpot records.
S
M
H
When a ServiceM8 job status changes, update Mailshake lead status and create a HubSpot ticket
ServiceM8 job status shifts automatically update Mailshake lead records and open HubSpot support tickets.

Supported triggers and actions for Mailshake and ServiceM8

Mix and match to build the exact automation you need

Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
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Add recipient by csv in Mailshake
Import multiple recipients from a csv file
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Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
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Update lead status in Mailshake
Updates the status of a lead based on particular criteria
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Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
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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
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
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
Try it →

What can you automate with Mailshake + ServiceM8?

Streamline your entire client lifecycle by connecting outbound sales outreach directly to field service operations.

What you can automate?
🔄
Sync Mailshake leads directly into ServiceM8 clients
Automatically generate a new client record in ServiceM8 the moment a lead is created in Mailshake. Eliminate manual data entry and start managing service jobs immediately.
📋
Capture every submitted field from campaigns
Map all custom form answers and prospect details from Mailshake into ServiceM8 client profiles. Ensure your field team has complete context before arriving on-site.
🔔
Alert your team instantly on new replies
Notify your sales or dispatch team the second a prospect replies in Mailshake or accepts a quote in ServiceM8. Improve response times and close deals faster.
🔀
Route records based on prospect tier
Apply conditional rules to handle enterprise leads differently than standard prospects. Create priority jobs in ServiceM8 and assign them to senior staff automatically.
🔄
Keep destination records up to date
Automatically update ServiceM8 client details whenever prospect information changes in Mailshake. Maintain accurate contact records across your entire software stack.
🛡️
Prevent duplicate records with smart matching
Search existing client databases before creating new entries in ServiceM8. Update existing records when matching email addresses are found in Mailshake.
Handle later job status changes seamlessly
Trigger automated updates in Mailshake whenever a ServiceM8 job is completed, cancelled, or paid. Keep campaign outreach synchronized with operational reality.
🔌
Extend your workflow to Slack and CRMs
Connect Mailshake and ServiceM8 to Slack, HubSpot, or Google Sheets to build multi-step pipelines. Notify channels and update spreadsheets automatically.
And much more...

Who is Mailshake + ServiceM8 integration for?

Connecting Mailshake and ServiceM8 eliminates manual data entry between outreach and field service management, keeping sales and operations teams completely aligned.

Performance marketers
Performance marketers
Field service managers
Field service managers
Account managers
Account managers
Sales operations leads
Sales operations leads
Operations coordinators
Operations coordinators
Customer success heads
Customer success heads
📈
Performance marketers
You're running outreach campaigns in Mailshake but your service tracking sheet only updates when someone manually exports client records, so the conversion counts you're optimising against are always a few hours behind — connecting these apps means every new lead lands in ServiceM8 instantly and your data stays current.
Field service managers
You need to dispatch technicians the moment a prospect confirms interest, but notification delays leave jobs sitting unassigned in your queue — automating both apps means new client records appear in ServiceM8 instantly so dispatchers can assign jobs without delay.
🤝
Account managers
You answer to clients who want immediate progress updates on their service requests, but cross-referencing outreach logs and job sheets wastes hours every week — with this integration, every job status change updates your tracking records automatically and keeps clients informed.
📊
Sales operations leads
The volume of cold outreach replies is too high for anyone to keep up with by hand, leading to missed follow-ups and lost service contracts — automating both apps means every lead reply triggers immediate client creation in ServiceM8 so no opportunity slips through.
⚙️
Operations coordinators
You own the job scheduling phase and depend on sales reps to hand over prospect details from Mailshake, but incomplete handoffs stall your workflow — integrating these apps means every campaign lead becomes a structured ServiceM8 client record automatically.
🗂️
Customer success heads
You need a reliable history of prospect interactions from initial outreach to final service delivery, but you keep finding gaps between email campaigns and completed jobs — automating both apps means your system maintains a complete, unbroken audit trail.
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 Mailshake + ServiceM8

Build and manage your Mailshake + 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 Mailshake + 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
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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 Mailshake to ServiceM8?
Frequently Asked Questions
You can connect Mailshake to ServiceM8 instantly using 1-click workflows on Integrately. Choose from ready-made templates or ask Integrately AI to build custom automations linking Mailshake and ServiceM8 with tools like Slack, HubSpot, and Gmail.
Can I automatically create a ServiceM8 client when a new lead is created in Mailshake?
Frequently Asked Questions
Can I connect Mailshake, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Mailshake and ServiceM8?
Frequently Asked Questions
How are lead status updates handled between Mailshake and ServiceM8?
Frequently Asked Questions
Can I update ServiceM8 job statuses when Mailshake campaigns change?
Frequently Asked Questions
Do I need coding skills to automate Mailshake and ServiceM8?
Frequently Asked Questions
Is the Mailshake and ServiceM8 integration free?
Frequently Asked Questions
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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?

You Can Also Connect Mailshake or ServiceM8 With 1500+ Other Apps

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