

ServiceM8 + WhatConverts Integration
Integrate ServiceM8 to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture lead details, update your customer records, alert your team, and track marketing performance automatically.
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Ready Workflows for ServiceM8 + WhatConverts Integration
Capture leads, create new jobs, track lead sources, alert your team, and sync customer data, 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 + WhatConverts flow
Send instant email notifications, sync financial records, log follow-up tasks, and alert your team across your stack. Pick a combination and activate it in one click.


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Gmail (4)
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Xero (4)
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Google Calendar (4)
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Twilio (4)
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Slack (4)
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Mailchimp (4)
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Create a lead in WhatConverts when a new job is created in ServiceM8, and send a confirmation email in Gmail
New ServiceM8 jobs immediately generate a lead in WhatConverts and trigger an email notification in Gmail so your team stays informed.
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Send an email alert in Gmail when a lead is created in WhatConverts, and create a client in ServiceM8
Incoming WhatConverts leads automatically generate a client in ServiceM8 while sending an immediate notification email via Gmail.
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When a job is completed in ServiceM8, update the lead in WhatConverts and send a follow-up email in Gmail
Completed ServiceM8 jobs update corresponding WhatConverts leads and trigger a customer follow-up email in Gmail.
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Use ChatGPT to summarise every new WhatConverts lead, create a job in ServiceM8, and send the brief in Gmail
ChatGPT generates an executive summary for new WhatConverts leads before creating a ServiceM8 job and emailing the brief via Gmail.
Supported triggers and actions for ServiceM8 and WhatConverts
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 → What can you automate with ServiceM8 + WhatConverts?
Streamline your service management and lead tracking with robust, ready-to-run automations.
🔄
Sync ServiceM8 jobs with WhatConverts leads automatically
Trigger lead creation in WhatConverts whenever a new job is registered in ServiceM8, eliminating manual data transfer between systems.
📋
Capture every submitted form field and lead attribute
Map all custom form answers and marketing tracking parameters directly into your destination records for complete visibility.
🔔
Notify the right team member the moment a lead arrives
Send instant alerts through messaging apps or email as soon as new jobs or leads are logged in your database.
🔀
Route records conditionally based on submitted values
Send high-value leads down priority workflows while handling standard enquiries through routine operational channels.
📝
Keep client records updated as job statuses change
Automatically update marketing lead statuses in WhatConverts whenever job stages progress in ServiceM8.
🔍
Search and update instead of creating duplicate records
Check existing client databases before creating entries, ensuring clean data integrity across both platforms.
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Handle job completion and status milestones effortlessly
Trigger follow-up sequences and update attribution metrics the moment a service job is marked as completed.
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Extend your workflow to Slack with instant team alerts
Keep your staff connected by broadcasting automated updates directly into dedicated Slack channels.
And much more...
Who is ServiceM8 + WhatConverts integration for?
Service businesses, marketers, and operations teams managing client jobs and lead tracking streamline data entry, eliminate manual copying, and keep records fully aligned across platforms.
Marketing Managers
Field Service Supervisors
Account Managers
Customer Service Teams
Operations Coordinators
Business Owners
📈
Marketing Managers
You're running attribution campaigns across multiple channels but your lead tracking sheet only updates when someone manually exports data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands instantly and your data stays current.
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Field Service Supervisors
You need to dispatch field technicians as soon as enquiries arrive, but manual handoffs between marketing and scheduling mean jobs sit pending for too long — automating both apps means new customer requests generate jobs immediately so your team can respond without delay.
🤝
Account Managers
You answer to clients who want clear proof of campaign performance matched against completed service work, but scattered records make reporting a weekly chore — integrating these apps means marketing attribution and job outcomes stay perfectly unified for every client.
📊
Customer Service Teams
The volume of inbound enquiries and service requests is too high for your staff to keep up by hand, leading to missed follow-ups and duplicated client profiles — automating this workflow ensures every submission is captured accurately without human error.
⚙️
Operations Coordinators
You own the scheduling step and depend on marketing teams to hand over lead details before you can assign staff, creating a frustrating bottleneck — connecting these apps means lead data flows straight into your job pipeline the moment it's captured.
🗂️
Business Owners
You need a reliable customer history to track business growth, but fragmented tools leave frustrating gaps between marketing touchpoints and final invoices — this integration means your records remain complete from initial lead click to final payment.

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 + WhatConverts
Build and manage your ServiceM8 + WhatConverts automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + WhatConverts 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 + WhatConverts Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ServiceM8 to WhatConverts?
You can connect ServiceM8 to WhatConverts in one click using pre-built templates or ask Integrately AI to build the automation and map the fields. You can also connect apps like Gmail, Slack, and Xero seamlessly.
Can I automatically create WhatConverts leads from new ServiceM8 jobs?
Can I connect ServiceM8, WhatConverts, and Slack?
What is a good Zapier alternative for ServiceM8 and WhatConverts?
How does ServiceM8 handle job updates in automation flows?
How does WhatConverts track marketing leads across connected apps?
Do I need coding skills to automate ServiceM8 and WhatConverts?
Is the ServiceM8 and WhatConverts 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.
Want to automate something else in your workflow?
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