ActiveCampaign + ServiceM8 Integration

Integrate ActiveCampaign to ServiceM8 in one click, or tell Integrately AI how you want each deal handled. Create jobs, sync client details, notify your team, and track your service workflow instantly.

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1.
  • ActiveCampaign
    Tag is added to contact in ActiveCampaign Instant
  • ActiveCampaign
    Contact is added to list in ActiveCampaign Instant
  • ActiveCampaign
    Contact is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is updated in ActiveCampaign Instant
  • ActiveCampaign
    Contact task is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is unsubscribed in ActiveCampaign Instant
  • ActiveCampaign
    Contact note is created in ActiveCampaign Instant
  • ActiveCampaign
    Automation webhook data is received in ActiveCampaign Instant
  • ActiveCampaign
    Contact is associated with an automation in ActiveCampaign
  • ActiveCampaign
    Automation is created in ActiveCampaign
  • ActiveCampaign
    Calendar feed is created in ActiveCampaign
  • ActiveCampaign
    Pipeline is created in ActiveCampaign Instant
  • ActiveCampaign
    Pipeline stage is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is updated in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is completed in ActiveCampaign Instant
  • ActiveCampaign
    Deal note is created in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is initated in ActiveCampaign Instant
  • ActiveCampaign
    Campaign link is clicked in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is opened in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is bounced in ActiveCampaign Instant
  • ActiveCampaign
    List is created in ActiveCampaign Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Job video is added 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
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Job status is changed 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 is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off 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.
  • ActiveCampaign
    Delete contact in ActiveCampaign
  • ActiveCampaign
    Create or update contact in ActiveCampaign
  • ActiveCampaign
    Search contact in ActiveCampaign
  • ActiveCampaign
    Create contact note in ActiveCampaign
  • ActiveCampaign
    Add tag to contact in ActiveCampaign
  • ActiveCampaign
    Get contact by id in ActiveCampaign
  • ActiveCampaign
    Remove tag from contact in ActiveCampaign
  • ActiveCampaign
    Create deal in ActiveCampaign
  • ActiveCampaign
    Update deal in ActiveCampaign
  • ActiveCampaign
    Create deal task in ActiveCampaign
  • ActiveCampaign
    Delete deal in ActiveCampaign
  • ActiveCampaign
    Search deal in ActiveCampaign
  • ActiveCampaign
    Create deal note in ActiveCampaign
  • ActiveCampaign
    Add contact to automation in ActiveCampaign
  • ActiveCampaign
    Subscribe/Unsubscribe contact from list in ActiveCampaign
  • ActiveCampaign
    Create tracked event in ActiveCampaign
  • ActiveCampaign
    Create deal stage in ActiveCampaign
  • ActiveCampaign
    Search deal owner in ActiveCampaign
  • ActiveCampaign
    Delete deal stage in ActiveCampaign
  • ActiveCampaign
    Delete deal pipeline in ActiveCampaign
  • ActiveCampaign
    Create account in ActiveCampaign
  • ActiveCampaign
    Update account in ActiveCampaign
  • ActiveCampaign
    Search account in ActiveCampaign
  • ActiveCampaign
    Create tag in ActiveCampaign
  • ActiveCampaign
    Search tag in ActiveCampaign
  • ActiveCampaign
    Create campaign in ActiveCampaign
  • ActiveCampaign
    Search list in ActiveCampaign
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • 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
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready Workflows Ready Workflows for ActiveCampaign + ServiceM8 Integration

Create jobs, update client details, log notes, alert your team, and track completion, all in just one click.

Most popular automationsmost-popular-automations
ActiveCampaign + ServiceM8 Integration

Create ServiceM8 contact for new ActiveCampaign contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new ServiceM8 contact and ActiveCampaign contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ActiveCampaign + ServiceM8 Integration

Create ServiceM8 task for new ActiveCampaign contact

ServiceM8 and ActiveCampaign are two powerful cloud-based tools that can be used to improve business productivity. Using this ServiceM8 - ActiveCampaign integration, you can automatically create task in ServiceM8 whenever a new contact is created in ActiveCampaign.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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ServiceM8 + ActiveCampaign Integration

Create ActiveCampaign contact for new ServiceM8 form

Automatically creating ActiveCampaign contact for new ServiceM8 form can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating ActiveCampaign contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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ServiceM8 + ActiveCampaign Integration

Create ActiveCampaign contact for new ServiceM8 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this ServiceM8 - ActiveCampaign integration, anytime a new ServiceM8 contact is created, an ActiveCampaign contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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ServiceM8 + ActiveCampaign Integration

Create ActiveCampaign deal for new ServiceM8 form

Integrating your ActiveCampaign with your ServiceM8, can help you automatically create new deals based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This ServiceM8 - ActiveCampaign integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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ServiceM8 + ActiveCampaign Integration

Create ActiveCampaign deal from new ServiceM8 contact

Anytime a new contact is created in your ServiceM8, a new deal will automatically be created in your ActiveCampaign. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This ServiceM8 - ActiveCampaign integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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  • 1of2
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Connect more apps to your ActiveCampaign + ServiceM8 flow

Sync your service workflow with accounting, scheduling, and billing tools to keep everything moving. Pick a combination and activate it in one click.

ActiveCampaign
ServiceM8
+
XeroXero (4)
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
S
X
A
Create a Xero invoice when a ServiceM8 job is completed, and update the ActiveCampaign deal
Completed ServiceM8 jobs generate a Xero invoice automatically while updating ActiveCampaign, keeping your billing and CRM in sync without manual data entry.
S
X
A
Create a Xero contact when a new client is added in ServiceM8, and create a contact in ActiveCampaign
New ServiceM8 clients appear in Xero and ActiveCampaign immediately, eliminating duplicate client entry across your systems.
X
S
A
When a Xero invoice is paid, update the job status in ServiceM8 and add a tag in ActiveCampaign
Paid invoices in Xero update your ServiceM8 job status and tag the contact in ActiveCampaign without manual checks.
S
X
A
Use Claude to extract billing details from a ServiceM8 job note, create a Xero invoice, and update ActiveCampaign
Claude parses ServiceM8 job notes to generate accurate Xero invoices and update ActiveCampaign deals automatically.

Supported triggers and actions for ActiveCampaign and ServiceM8

Mix and match to build the exact automation you need

ActiveCampaign
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
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Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
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Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
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Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
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Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
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Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
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Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
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Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
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Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
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Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
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Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
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Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
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Instant
Deal is created in ActiveCampaign
Triggers the automation when a deal is created
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Instant
Deal is updated in ActiveCampaign
Triggers the automation when a deal is updated
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Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
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Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
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Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
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Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
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Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
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Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
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Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
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Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
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Delete contact in ActiveCampaign
Removes a contact from the address book
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Create or update contact in ActiveCampaign
Adds or update contact information
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Search contact in ActiveCampaign
Finds and retrieves contact information
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Create contact note in ActiveCampaign
Records important details and notes for a contact
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Add tag to contact in ActiveCampaign
Adds particular tag to a contact in the crm
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Get contact by id in ActiveCampaign
Retrieves a contact's information based on their id
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Remove tag from contact in ActiveCampaign
Untag the contact
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Create deal in ActiveCampaign
Generates a new deal with
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Update deal in ActiveCampaign
Updates deal information based on new criteria or changes
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Create deal task in ActiveCampaign
Creates and link a new task for a particular deal
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Delete deal in ActiveCampaign
Removes a deal entry from the system
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Search deal in ActiveCampaign
Retrieves and find a deal
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Create deal note in ActiveCampaign
Adds a note to a deal
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Add contact to automation in ActiveCampaign
Adds a contact to a automation workflow
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Subscribe/Unsubscribe contact from list in ActiveCampaign
Subscribes or unsubscribes a contact from a list
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Create tracked event in ActiveCampaign
Creates a new tracked event
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Create deal stage in ActiveCampaign
Creates a new deal stage
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Search deal owner in ActiveCampaign
Scan and retrieve the owner of a particular deal
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Delete deal stage in ActiveCampaign
Removes a deal stage from the system
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Delete deal pipeline in ActiveCampaign
Removes a deal pipeline from the system
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Create account in ActiveCampaign
Generates a new account
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Update account in ActiveCampaign
Updates account information
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Search account in ActiveCampaign
Searches for account information
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Create tag in ActiveCampaign
Generates a new tag
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Search tag in ActiveCampaign
Searches for a tag
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Create campaign in ActiveCampaign
Generates and launch a new marketing campaign
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Search list in ActiveCampaign
Scans and retrieves results for a particular list
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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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 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
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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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 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
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
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 job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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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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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 ActiveCampaign + ServiceM8?

Streamline your marketing and field operations by connecting every customer touchpoint and job milestone.

What you can automate?
🔄
Create ServiceM8 jobs from ActiveCampaign deals automatically
Turn closed deals in ActiveCampaign into scheduled jobs in ServiceM8 the moment they are won. Remove manual data entry between your sales pipeline and field operations.
📋
Capture every submitted field and note
Map all available form submissions, contact details, and job notes between ActiveCampaign and ServiceM8 instead of just basic names. Your records remain complete and actionable.
📢
Notify your team as soon as jobs update
Alert dispatchers and sales reps instantly via Slack or Gmail when a ServiceM8 job is completed or an ActiveCampaign deal stage changes. Keep everyone informed without chasing updates.
🔀
Route records based on submitted criteria
Apply conditional logic to send high-priority ActiveCampaign leads to dedicated ServiceM8 job queues while standard requests follow normal workflows.
🔄
Keep both apps updated in real time
Synchronise status changes, notes, and contact edits across ActiveCampaign and ServiceM8 so your team always views current information.
🔍
Prevent duplicate contacts and records
Search existing records before creating new entries in ActiveCampaign or ServiceM8. Keep your database clean by updating existing profiles instead of creating duplicates.
💳
Handle later status changes and payments
Trigger automated workflows when service invoices are paid or job quotes are accepted, updating your ActiveCampaign deals and tags accordingly.
🔌
Extend your workflow to accounting and tools
Connect your ActiveCampaign and ServiceM8 core flow to QuickBooks Online, Xero, Google Calendar, or Stripe to handle invoicing, scheduling, and billing in one sequence.
And much more...

Who is ActiveCampaign + ServiceM8 integration for?

Operations managers, marketers, and service business owners use this integration to keep customer data aligned between marketing and field workflows.

Performance marketers
Performance marketers
Customer support teams
Customer support teams
Account managers
Account managers
Operations directors
Operations directors
Sales reps
Sales reps
Project coordinators
Project coordinators
📈
Performance marketers
You're running marketing automation campaigns in ActiveCampaign but your reporting dashboard only updates when someone manually exports job data from ServiceM8, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new job and deal syncs instantly and your pipeline data stays current.
Customer support teams
You need to act fast when service issues arise in ServiceM8, but delays in checking ActiveCampaign contact statuses mean you find out too late to prevent churn — with this integration, every client update and note flows across apps immediately so your support team has full context on every ticket.
🤝
Account managers
You answer to clients who want to see real-time progress on their active service jobs, but manually compiling updates from ServiceM8 and ActiveCampaign wastes hours every week — automating both apps means client statuses and deal milestones update automatically without manual spreadsheet tracking.
📊
Operations directors
The volume of new client submissions and service bookings is too high for anyone to keep up with by hand, leading to missed job handoffs between ActiveCampaign and ServiceM8 — connecting these apps means every submission automatically creates the right job record without human intervention.
👥
Sales reps
You own the next sales step in ActiveCampaign and depend on field teams to hand over completed job details from ServiceM8, but manual communication causes dropped leads — integrating these apps means deal stages update the moment field work finishes so you can follow up instantly.
🗂️
Project coordinators
You need a reliable history of every client interaction and service milestone, but keep finding gaps between your ActiveCampaign emails and ServiceM8 job notes — this integration means every event and status change is logged reliably in both systems from start to finish.
Our team

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Why choose Integrately to automate ActiveCampaign + ServiceM8

Build and manage your ActiveCampaign + 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 ActiveCampaign + 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.
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Frequently Asked Questions

How do I connect ActiveCampaign to ServiceM8?
Frequently Asked Questions
You can connect ActiveCampaign to ServiceM8 in one click using ready-made workflows on Integrately. It links your marketing automation with field service management, and you can add apps like Gmail, Slack, and Xero.
Can I automatically create ServiceM8 jobs from ActiveCampaign deals?
Frequently Asked Questions
Can I connect ActiveCampaign, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCampaign and ServiceM8?
Frequently Asked Questions
How does ActiveCampaign handle contact data during synchronisation?
Frequently Asked Questions
How does ServiceM8 manage job status updates in automation flows?
Frequently Asked Questions
Do I need coding skills to automate ActiveCampaign and ServiceM8?
Frequently Asked Questions
Is the ActiveCampaign and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect ActiveCampaign or ServiceM8 With 1500+ Other Apps

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Sync ServiceM8 with accounting, scheduling, and communication tools to keep field data working across your stack.
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