Vtiger CRM + ServiceM8 Integration

Integrate ServiceM8 to Vtiger CRM in one click, or tell Integrately AI how you want each client handled. Sync new client details, update your CRM accounts, log activities, and trigger team alerts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • 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
    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
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated 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 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
    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.
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Get staff by 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 Vtiger CRM + ServiceM8 Integration

Capture new clients, sync job details, update CRM records, alert your team, and track opportunities, 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 + Vtiger CRM flow

Sync your service data into accounting, messaging, and calendar platforms to keep operations running smoothly. Pick a combination and activate it in one click.

Vtiger CRM
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
S
V
Q
Add every new ServiceM8 client to Vtiger CRM, and create a matching customer in QuickBooks Online
New ServiceM8 clients sync straight to Vtiger CRM as contacts and generate a customer profile in QuickBooks Online automatically, eliminating manual data entry.
S
V
Q
When a ServiceM8 job invoice is sent, update the Vtiger CRM account and log the invoice in QuickBooks Online
ServiceM8 invoice updates instantly flow into Vtiger CRM and QuickBooks Online so your accounts team stays fully informed.
S
V
Q
When a ServiceM8 job invoice is paid, update Vtiger CRM and record the payment in QuickBooks Online
Paid invoices in ServiceM8 automatically update Vtiger CRM records and record transactions in QuickBooks Online.
S
V
Q
Use ChatGPT to summarise ServiceM8 job notes, update Vtiger CRM, and log the summary in QuickBooks Online
ChatGPT extracts key service notes from ServiceM8 to update Vtiger CRM and record detailed notes in QuickBooks Online.

Supported triggers and actions for Vtiger CRM and ServiceM8

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update contact in Vtiger CRM
Updates an existing contact
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search account in Vtiger CRM
Searches for an account
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Update account in Vtiger CRM
Updates an existing account
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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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 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
Job is updated in ServiceM8
Triggers automation when a job is updated
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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
Company is created in ServiceM8
Triggers automation when a new company is created
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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
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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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 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
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 client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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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 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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What can you automate with ServiceM8 + Vtiger CRM?

Streamline your entire service and sales workflow by connecting ServiceM8 and Vtiger CRM for real-time synchronization.

What you can automate?
🔄
Sync ServiceM8 clients directly to Vtiger CRM contacts
Automatically transfer new client profiles from ServiceM8 into Vtiger CRM the moment they are created. Eliminate manual data entry and keep your sales pipeline fully populated.
📋
Capture every submitted field and job detail
Map complete job notes, quotes, and invoice details from ServiceM8 into Vtiger CRM fields instead of just names and emails. Your CRM records become a comprehensive operational source.
🔔
Notify your team as soon as jobs update
Alert sales reps and dispatchers instantly via Slack or Gmail whenever a ServiceM8 job status changes or a quote is accepted. Keep communication fast and aligned.
🔀
Route records based on submitted criteria
Trigger different Vtiger CRM workflows depending on the specific job type or quote amount submitted in ServiceM8. Ensure high-value clients receive priority routing.
🔄
Keep CRM records up to date as work progresses
Automatically update Vtiger CRM opportunities whenever job statuses, completion dates, or invoice milestones change in ServiceM8. Maintain accurate records across platforms.
🔍
Prevent duplicate records with smart search
Search existing accounts and contacts in Vtiger CRM before creating new entries from ServiceM8 data. Keep your database clean and organized.
💳
Handle later billing and payment milestones
Automatically trigger CRM updates and accounting actions whenever a ServiceM8 job invoice is sent or paid. Streamline your financial workflows effortlessly.
🔌
Extend your workflow to accounting and messaging apps
Connect ServiceM8 and Vtiger CRM with QuickBooks Online, Stripe, or Slack to build multi-step operational pipelines. Automate your entire business stack.
And much more...

Who is ServiceM8 + Vtiger CRM integration for?

Field service managers and sales teams streamline client handoffs, eliminate duplicate data entry, and keep customer records perfectly synchronized across operations and CRM.

Operations managers
Operations managers
Field service coordinators
Field service coordinators
Customer support leads
Customer support leads
Sales directors
Sales directors
Service technicians
Service technicians
Business owners
Business owners
📊
Operations managers
You're reviewing field service metrics every week but your CRM reports only update when someone manually exports client data, so the pipeline numbers you're analyzing are always outdated — this integration means every new client lands in Vtiger CRM instantly and your metrics stay current.
Field service coordinators
You need to dispatch technicians quickly and update client profiles as jobs progress, but manual data entry causes scheduling delays and mismatched records — automating both apps means every job status change updates your CRM contacts instantly.
🎧
Customer support leads
You answer to clients who want immediate updates on their service history and ongoing job status, but scattered records leave your team searching for answers — connecting these apps means complete job histories sync to Vtiger CRM automatically.
📈
Sales directors
The volume of new service leads is too high for your sales reps to keep up with by hand, leading to missed follow-ups and lost revenue — integrating these apps means every ServiceM8 client creation generates a corresponding CRM opportunity without delay.
🔧
Service technicians
You complete service jobs on-site and depend on office staff to manually update customer accounts and billing systems, creating frustrating communication gaps — with this integration, completed service events update your CRM records seamlessly.
💼
Business owners
You need a reliable history of all client interactions and job statuses across your business, but disconnected tools keep leaving data gaps in your CRM — automating this workflow means your customer records remain accurate and complete.
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 Vtiger CRM + ServiceM8

Build and manage your Vtiger CRM + 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 Vtiger CRM + 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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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect ServiceM8 to Vtiger CRM?
Frequently Asked Questions
You can connect ServiceM8 to Vtiger CRM in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting QuickBooks Online, Gmail, Slack, and 1,500+ other apps.
Can I automatically sync new ServiceM8 clients to Vtiger CRM contacts?
Frequently Asked Questions
Can I connect ServiceM8, Vtiger CRM, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Vtiger CRM?
Frequently Asked Questions
How does ServiceM8 handle client and job data synchronization?
Frequently Asked Questions
How does Vtiger CRM receive updates from ServiceM8 workflows?
Frequently Asked Questions
Can I automate ServiceM8 and Vtiger CRM without coding skills?
Frequently Asked Questions
Is the ServiceM8 and Vtiger CRM integration free?
Frequently Asked Questions
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