Reply + ServiceM8 Integration
Integrate Reply to ServiceM8 in one click, or tell Integrately AI how you want each contact handled. Log replies, search client records, create new ServiceM8 jobs, and update your pipeline automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Reply- Prospect replies to an email in Reply Instant
- Email is sent in Reply Instant
- Person opens email in Reply Instant
- Reply is marked with new inbox category in Reply Instant
- Prospect finished the sequence in Reply Instant
- Person opts out in Reply Instant
Job review is received in ServiceM8 Instant- Job is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Create a person and push to campaign in Reply
- Create or Update Contact in Reply
- Search contact by email in Reply
- Search contact status in campaign in Reply
- Remove a contact from campaign in Reply
- Mark as finished in Reply
- Mark as replied in Reply
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Reply + ServiceM8 Integration
Create jobs from email replies, add new clients, update contact statuses, notify your team, and track every project, 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 Reply + ServiceM8 flow
Send project details to your CRM, log financial transactions, and schedule follow-up meetings as your sales and service workflows progress. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Xero (3)
Xero (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
Google Calendar (3)
Google Calendar (3) H
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Add every new HubSpot contact to your ServiceM8 clients, and create a person and push to campaign in Reply
New HubSpot contacts become ServiceM8 clients instantly while entering your Reply outreach campaign without manual data entry.
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When a new client is added in ServiceM8, create a contact in HubSpot and mark as replied in Reply
New ServiceM8 clients update your HubSpot CRM and mark prospect records as replied in Reply automatically.
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When a prospect replies to an email in Reply, search client in ServiceM8 and update the contact in HubSpot
Reply email replies trigger a client search in ServiceM8 and update the corresponding HubSpot contact record.
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When a job is completed in ServiceM8, remove a contact from campaign in Reply and update the deal in HubSpot
Completed ServiceM8 jobs remove contacts from active Reply campaigns and update deal statuses in HubSpot.
Supported triggers and actions for Reply and ServiceM8
Mix and match to build the exact automation you need
Reply Triggers & Actions
Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
Try it → Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
Try it → Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
Try it → Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
Try it → 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 Reply + ServiceM8?
Connect your sales outreach and field service management to eliminate manual data entry, accelerate scheduling, and keep every system synchronized.
🚀
Turn email replies into scheduled field service jobs
Automatically create a new job in ServiceM8 the exact moment a prospect replies to an outreach email in Reply. Eliminate manual data transfer between your sales and operations software.
📋
Capture every submitted field from client forms
Map all custom form answers and client details from ServiceM8 submissions directly into your outreach records. Ensure your sales team has complete context before making contact.
🔔
Notify your team the second engagement happens
Alert project coordinators and sales reps immediately when a quote is accepted or an email reply arrives. Keep communication fast and ensure prompt follow-up on every opportunity.
🔀
Route records based on submitted criteria
Send prospects to specific outreach campaigns or assign service jobs to different staff members depending on the specific service category or custom field submitted.
🔄
Keep client records updated across platforms
Synchronize contact updates, company changes, and status modifications between Reply and ServiceM8 in real time. Prevent outdated information from stalling active projects.
🛡️
Prevent duplicate contacts and records
Search existing client databases before creating new entries to ensure clean records. Keep your outreach lists and service directories free from redundant profiles.
💰
Automate workflows after invoice payment
Trigger follow-up campaigns in Reply or update project statuses in ServiceM8 the moment a job invoice is paid. Let financial milestones drive your next operational step.
🔗
Extend your workflow to HubSpot or QuickBooks
Connect your core Reply and ServiceM8 processes to HubSpot or QuickBooks Online to log deals, create customer accounts, and manage your financial records automatically.
And much more...
Who is Reply + ServiceM8 integration for?
Operations managers, sales leaders, and field service coordinators managing client outreach and project execution need unified workflows to eliminate manual data entry and keep pipelines current.
Operations Managers
Sales Directors
Client Success Leads
Field Service Coordinators
Account Executives
Business Owners
📈
Operations Managers
You review weekly job volume and outreach metrics across different dashboards, but your project sheets only update when team members manually export records, so your operational reports are always hours behind — with this integration, every new client lands in your systems instantly and your project data stays current.
⚡
Sales Directors
You need to act the moment a prospect responds to outreach or accepts a quote, but notification delays mean leads sit unattended in your inbox while service teams schedule jobs blindly — automating both apps means prospect replies trigger immediate job creation and your sales team never misses a hot lead.
🤝
Client Success Leads
You answer to external clients who demand real-time visibility into job progress and outreach status, but manual status tracking leaves gaps in your client portal updates — connecting these apps means every completed service milestone updates your customer records automatically and keeps stakeholders fully informed.
🔄
Field Service Coordinators
The volume of inbound service requests and sales email replies is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned field jobs — automating both apps means inbound inquiries convert into scheduled service jobs without manual data transcription.
📋
Account Executives
You own the outreach stage and depend on marketing teams to hand over qualified leads, but manual handoffs cause valuable prospect details to get lost between platforms — with this integration, every prospect reply flows straight from your outreach tool into your service management software without friction.
🗂️
Business Owners
You need a reliable history of client interactions from first outreach email to final job invoice, but disconnected systems leave recurring gaps in your customer audit trail — automating both apps means your complete client history is recorded accurately from end to end.
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 Reply + ServiceM8
Build and manage your Reply + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Reply + ServiceM8 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Reply + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Reply to ServiceM8?
You can connect Reply to ServiceM8 in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields. It takes minutes to link your sales outreach with your field service management.
Can I automatically create ServiceM8 jobs when prospects reply in Reply?
Can I connect Reply, ServiceM8, and HubSpot?
What is a good Zapier alternative for Reply and ServiceM8?
How does Reply handle contact data in this integration?
How are clients and jobs managed in ServiceM8 during automation?
Do I need coding skills to automate Reply and ServiceM8?
Is the Reply and ServiceM8 integration free?
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