

ServiceM8 + SharpSpring Integration
Integrate ServiceM8 to SharpSpring in one click, or tell Integrately AI how you want each job handled. Create contacts, update job details, log communication, and trigger marketing campaigns automatically.
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Ready Workflows for ServiceM8 + SharpSpring Integration
Capture service jobs, create contacts, sync client records, update marketing campaigns, and trigger follow-ups, 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 ServiceM8 + SharpSpring flow
Extend your automation with communication, scheduling, and finance tools to keep your entire business aligned. Pick a combination and activate it in one click.


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Google Calendar (3)
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Gmail (3)
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Mailchimp (3)
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QuickBooks Online (3)
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Stripe (3)
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Slack (3)
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Create a Google Calendar event from every new ServiceM8 job, and create a contact in SharpSpring
New ServiceM8 jobs instantly create Google Calendar events and SharpSpring contacts, eliminating manual scheduling and data entry.
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When a ServiceM8 job status changes, update the Google Calendar schedule and update the SharpSpring contact
Calendar schedules and SharpSpring contact records update automatically whenever a ServiceM8 job status changes.
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When a ServiceM8 job is completed, update the Google Calendar booking and create an opportunity in SharpSpring
Completed ServiceM8 jobs automatically close out calendar bookings and generate new opportunities in SharpSpring.
Supported triggers and actions for ServiceM8 and SharpSpring
Mix and match to build the exact automation you need

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 → 
SharpSpring Triggers & Actions
What can you automate with ServiceM8 + SharpSpring?
Streamline your field service operations and marketing workflows with reliable, automated triggers and actions.
💼
Sync jobs and contacts automatically
Turn every new job created in ServiceM8 into a synchronized contact record in SharpSpring instantly. Eliminate manual data entry and keep your sales and service teams aligned.
📝
Capture every submitted field
Map complete client details and job notes directly into your SharpSpring database instead of just basic names. Ensure your marketing team has full context for every follow-up.
🔔
Notify the right person instantly
Send immediate alerts to your sales or support channel the moment a service quote is accepted or a job status changes. Keep your entire team responsive and informed.
🔀
Route records based on submitted fields
Create different opportunities or update specific campaigns in SharpSpring depending on the service type or quote value submitted in ServiceM8.
🔄
Keep records updated as work progresses
Automatically update contact details, account statuses, and opportunity stages in SharpSpring whenever job information changes in ServiceM8.
🛡️
Prevent duplicate records
Search existing contacts and accounts before creating new ones in SharpSpring, ensuring your CRM remains clean and organized.
💳
Handle later status changes and payments
Update opportunity stages and create follow-up campaigns automatically when job invoices are paid or jobs are marked as completed.
💬
Extend your workflow to Slack
Trigger automated team notifications in Slack alongside your core ServiceM8 and SharpSpring actions to keep everyone in the loop.
And much more...
Who is ServiceM8 + SharpSpring integration for?
Field service businesses and marketing teams connect ServiceM8 and SharpSpring to eliminate manual data entry, streamline client communication, and keep revenue pipelines fully synchronized.
Performance marketers
Field service managers
Account managers
Operations leads
Sales representatives
Finance specialists
📈
Performance marketers
You're running marketing campaigns across multiple channels but your CRM tracking sheet only updates when someone manually exports client lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new job lands in your database instantly and your data stays current.
⚡
Field service managers
You need to dispatch crews and update marketing pipelines the moment a job is booked, but manual handoffs mean sales reps find out about new clients hours too late — automating both apps means every service booking instantly triggers contact creation and opportunity tracking.
🤝
Account managers
You answer to clients who want to see real-time progress on their service requests and marketing campaigns, but scattered notes leave gaps in your reporting — connecting these apps means every job status change updates your account records automatically.
📊
Operations leads
The volume of daily service calls and customer inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — integrating these apps means every submission and job is handled without manual bottlenecks.
🔄
Sales representatives
You own the sales follow-up and depend on field staff to hand over client details after initial service visits, but delayed paperwork stalls your outreach — with this integration, every new client and quote flows straight into your CRM pipeline.
📋
Finance specialists
You need a reliable history of paid invoices and completed jobs for revenue reconciliation, but manual data entry keeps leaving gaps in your records — connecting ServiceM8 and SharpSpring means every financial milestone is logged accurately and instantly.

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 ServiceM8 + SharpSpring
Build and manage your ServiceM8 + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + SharpSpring 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
Connect ServiceM8 + SharpSpring Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ServiceM8 to SharpSpring?
You can connect ServiceM8 to SharpSpring in 1-click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you. It also integrates seamlessly with apps like Google Calendar, Gmail, and Slack.
Can I automatically create a SharpSpring contact from a ServiceM8 job?
Can I connect ServiceM8, SharpSpring, and Slack?
What is a good Zapier alternative for ServiceM8 and SharpSpring?
How does ServiceM8 handle job updates in the integration?
Can SharpSpring contacts be updated when a ServiceM8 job is completed?
Do I need coding skills to set up ServiceM8 and SharpSpring workflows?
Is the ServiceM8 and SharpSpring integration free?
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.
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