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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job is checked in 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 invoice is sent 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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready WorkflowsReady 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.
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 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.

ServiceM8
SharpSpring
+
Google CalendarGoogle Calendar (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
SlackSlack (3)
S
G
S
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.
S
G
S
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.
S
G
S
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
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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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 note is added in ServiceM8
Triggers automation when a note is added to a job
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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 invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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 badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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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 is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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
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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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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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
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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with ServiceM8 + SharpSpring?

Streamline your field service operations and marketing workflows with reliable, automated triggers and actions.

What you can automate?
💼
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
Performance marketers
Field service managers
Field service managers
Account managers
Account managers
Operations leads
Operations leads
Sales representatives
Sales representatives
Finance specialists
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.
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 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
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
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 ServiceM8 to SharpSpring?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ServiceM8, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and SharpSpring?
Frequently Asked Questions
How does ServiceM8 handle job updates in the integration?
Frequently Asked Questions
Can SharpSpring contacts be updated when a ServiceM8 job is completed?
Frequently Asked Questions
Do I need coding skills to set up ServiceM8 and SharpSpring workflows?
Frequently Asked Questions
Is the ServiceM8 and SharpSpring integration free?
Frequently Asked Questions
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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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