Click Funnels + ServiceM8 Integration

Integrate Click Funnels to ServiceM8 in one click, or tell Integrately AI how you want each contact handled. Capture new signups, create service clients, schedule jobs, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • ServiceM8
    Form is submitted 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
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off 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
    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
    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.
  • Click Funnels
    Apply tag to contact in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Create contact in Click Funnels
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Click Funnels + ServiceM8 Integration

Capture leads, create clients, schedule jobs, alert your team, and track 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 Click Funnels + ServiceM8 flow

Sync payment data, update email lists, and log financial records the moment a funnel submission occurs. Pick a combination and activate it in one click.

Click Funnels
ServiceM8
+
StripeStripe (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
TwilioTwilio (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
C
S
S
When a contact is created in Click Funnels, create a customer in Stripe and create a client in ServiceM8.
New Click Funnels contacts instantly generate a customer profile in Stripe and a new client in ServiceM8 without manual data entry.
C
S
S
When a purchase is created in Click Funnels, create an invoice in Stripe and schedule a job in ServiceM8.
Funnel purchases trigger Stripe billing records and create service jobs in ServiceM8 automatically.
C
S
S
If a Click Funnels purchase is completed, update the Stripe customer and update the ServiceM8 job status.
Completed funnel purchases update customer records in Stripe and update job statuses in ServiceM8.
C
S
S
Use ChatGPT to analyze Click Funnels purchases, create Stripe subscription records, and create ServiceM8 clients.
ChatGPT analyzes funnel purchase data to generate custom billing details in Stripe and client accounts in ServiceM8.

Supported triggers and actions for Click Funnels and ServiceM8

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
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Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
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Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
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Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
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Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
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Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
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Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
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Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
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Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
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Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
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Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
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Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
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Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
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Instant
Product is updated in Click Funnels
Activates when a product is modified
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Instant
Product is created in Click Funnels
Initiates when a new product is create
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Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
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Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
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Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
Try it →
Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
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Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
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Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
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Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
Try it →
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
Try it →
Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
Try it →
Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it →
Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it →
Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
Try it →
Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
Try it →
Instant
Course is published in Click Funnels
Triggers the automation when a course is published
Try it →
Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
Try it →
Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
Try it →
Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
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Apply tag to contact in Click Funnels
Tag a contact
Try it →
Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
Try it →
Create tag in Click Funnels
Generates a new tag
Try it →
Delete contact in Click Funnels
Removes a contact from the address book
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Update contact in Click Funnels
Updates contact information with new details
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Search contact in Click Funnels
Finds and retrieves contact information
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Create contact in Click Funnels
Adds a new contact to the database
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
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
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
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
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it →
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
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Click Funnels + ServiceM8?

Streamline your entire customer journey from marketing funnel creation to field service management.

What you can automate?
🔄
Turn Funnel Contacts Into Service Clients Automatically
Capture every contact created in Click Funnels and generate a corresponding client profile in ServiceM8 without lifting a finger. Eliminate manual data transcription errors across your business systems.
📝
Capture Every Submitted Funnel Field
Map custom form fields, contact details, and purchase notes from Click Funnels directly into ServiceM8 client and job records. Ensure your operations team has full context before arriving on-site.
🔔
Instant Team Notifications on New Signups
Alert your sales or dispatch team the moment a high-value prospect completes a purchase or submits a form in Click Funnels. Keep internal communication fast and responsive.
🔀
Route Jobs Based on Submitted Funnel Data
Direct specific service requests to different dispatch queues in ServiceM8 based on tags, products, or form criteria selected in Click Funnels. Automate your complex routing logic effortlessly.
🔄
Keep Client Records Updated as Details Change
Ensure modifications made to contact details or sales opportunities in Click Funnels automatically sync with the corresponding client records in ServiceM8.
🔍
Prevent Duplicate Client Profiles
Search existing client records in ServiceM8 before creating new entries from Click Funnels submissions, keeping your database clean and organized.
💳
Handle Purchases and Job Status Updates
Trigger ServiceM8 job creation and status changes whenever a customer completes a purchase or updates an enrollment in Click Funnels.
📊
Extend Workflows With Popular Business Apps
Connect your core Click Funnels and ServiceM8 flow to Google Sheets, Slack, Stripe, or QuickBooks to build a complete multi-app business ecosystem.
And much more...

Who is Click Funnels + ServiceM8 integration for?

Connecting Click Funnels marketing funnels with ServiceM8 field operations helps growing businesses eliminate manual data entry, streamline client onboarding, and accelerate job dispatching.

Marketing Managers
Marketing Managers
Field Service Dispatchers
Field Service Dispatchers
Business Owners
Business Owners
Customer Support Leads
Customer Support Leads
Sales Representatives
Sales Representatives
Operations Directors
Operations Directors
📈
Marketing Managers
You're running aggressive lead generation campaigns in Click Funnels, but your operational reports only update when someone manually exports contacts, so conversion counts you're optimizing against are always hours behind — with this integration, every new lead lands in ServiceM8 instantly and your data stays current.
Field Service Dispatchers
You need to dispatch technicians the moment a customer signs up online, but waiting for manual lead handoffs delays scheduling and frustrates clients — automating both apps means every funnel signup triggers an immediate ServiceM8 job so your field team can deploy without delay.
📊
Business Owners
You answer to stakeholders who want real-time visibility into customer acquisition and active service jobs, but fragmented platforms leave blind spots in your daily reporting — this integration means your sales and operational metrics sync automatically for accurate business oversight.
📥
Customer Support Leads
The volume of daily funnel submissions is too high for anyone to keep up by hand, leading to missed client records and delayed customer outreach — automating both apps means every inquiry is processed instantly so no client ever falls through the cracks.
🤝
Sales Representatives
You own the client follow-up stage and depend on marketing teams to hand over new form submissions before you can reach out, resulting in cold leads — with this integration, contact details flow straight from Click Funnels to ServiceM8 so you can connect with prospects immediately.
🗂️
Operations Directors
You need a reliable history of every client interaction and transaction, but manual data transfers keep leaving frustrating gaps in your audit logs — automating both apps means every contact and purchase is recorded accurately across systems.
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 Click Funnels + ServiceM8

Build and manage your Click Funnels + 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 Click Funnels + 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
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 Click Funnels to ServiceM8?
Frequently Asked Questions
You can connect Click Funnels to ServiceM8 instantly using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build your custom automation between Click Funnels, ServiceM8, and tools like Google Sheets or Slack.
Can I automatically create a ServiceM8 client when someone submits a Click Funnels form?
Frequently Asked Questions
Can I connect Click Funnels, ServiceM8, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and ServiceM8?
Frequently Asked Questions
How does Click Funnels handle contact data during the integration?
Frequently Asked Questions
Can ServiceM8 trigger updates when job statuses change?
Frequently Asked Questions
Do I need coding skills to automate Click Funnels and ServiceM8?
Frequently Asked Questions
Is the Click Funnels and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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