Salesforce Marketing Cloud + ServiceM8 Integration
Integrate Salesforce Marketing Cloud to ServiceM8 in one click, or tell Integrately AI how you want each client handled. Create subscribers, insert data extension records, send transactional emails, and update your marketing workflows automatically.
Free forever.Use premium features free for 14 days.1.
Job invoice is sent in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed 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
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Insert data extension record in Salesforce Marketing Cloud- Upsert data extension record in Salesforce Marketing Cloud
- Sends transactional email using TriggerSend in Salesforce Marketing Cloud
- Create subscriber in Salesforce Marketing Cloud
- Validate email address in Salesforce Marketing Cloud
- Get job details by UUID in ServiceM8
- Search client 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
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Ready Workflows for Salesforce Marketing Cloud + ServiceM8 Integration
Capture new clients, create subscribers, insert data extension records, send transactional emails, and manage your marketing lists, 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 Salesforce Marketing Cloud + ServiceM8 flow
Keep your CRM updated, invoice clients, notify your team, and send SMS follow-ups across your entire tool stack. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Xero (4)
Xero (4) +
Stripe (4)
Stripe (4) +
Twilio (4)
Twilio (4) +
Slack (4)
Slack (4) S
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Add every new ServiceM8 client to Salesforce as a contact, and insert a data extension record in Salesforce Marketing Cloud
New ServiceM8 clients appear in Salesforce and Salesforce Marketing Cloud instantly, keeping your sales and marketing teams perfectly aligned.
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When a job quote is accepted in ServiceM8, update the account in Salesforce and create a subscriber in Salesforce Marketing Cloud
Accepted ServiceM8 quotes update your Salesforce account and register a new subscriber in Salesforce Marketing Cloud without manual export work.
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When a job status changes in ServiceM8, update the opportunity in Salesforce and upsert a data extension record in Salesforce Marketing Cloud
ServiceM8 job status updates instantly refresh your Salesforce opportunity and Salesforce Marketing Cloud data extension.
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When a job invoice is paid in ServiceM8, log the payment in Salesforce and send a transactional email using TriggerSend in Salesforce Marketing Cloud
Paid invoices in ServiceM8 update Salesforce records and trigger an automated email in Salesforce Marketing Cloud.
Supported triggers and actions for Salesforce Marketing Cloud and ServiceM8
Mix and match to build the exact automation you need
Salesforce Marketing Cloud Triggers & Actions
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
Try it → Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
Try it → Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it → Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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 Salesforce Marketing Cloud + ServiceM8?
Streamline client onboarding, subscriber creation, data extension updates, and team notifications between ServiceM8 and Salesforce Marketing Cloud.
🔄
Sync new clients to marketing lists automatically
Capture every new client added in ServiceM8 and instantly create a subscriber or insert a data extension record in Salesforce Marketing Cloud without manual copying.
📋
Capture all client and job details accurately
Map custom fields, contact numbers, and company information from ServiceM8 directly into your Salesforce Marketing Cloud data extensions for precise segmentation.
🔔
Notify your team the moment events occur
Send instant channel messages in Slack or SMS alerts via Twilio whenever job statuses change, quotes are accepted, or invoices are paid in ServiceM8.
🔀
Route records based on submitted data fields
Apply conditional logic to handle enterprise clients, VIP accounts, or standard jobs differently across your Salesforce Marketing Cloud campaigns.
📝
Keep data extension records up to date
Perform upsert operations on data extension records in Salesforce Marketing Cloud whenever client details or job notes are modified in ServiceM8.
🛡️
Prevent duplicates with smart record matching
Use search and upsert actions to update existing subscriber records in Salesforce Marketing Cloud rather than generating duplicate entries for repeat clients.
💳
Automate actions after payment or quote approval
Trigger transactional emails or update subscriber statuses in Salesforce Marketing Cloud immediately after job quotes are accepted or invoices are paid in ServiceM8.
🔌
Extend your workflow to accounting and CRM tools
Connect ServiceM8 and Salesforce Marketing Cloud with QuickBooks Online, Xero, Stripe, or Salesforce to keep your entire business stack synchronized.
And much more...
Who is Salesforce Marketing Cloud + ServiceM8 integration for?
Service business owners, marketing managers, and operations teams using Salesforce Marketing Cloud and ServiceM8 eliminate manual data entry and keep customer records synchronised across both platforms.
Performance marketers
Operations managers
Customer success teams
Sales directors
Field service coordinators
Business owners
📈
Performance marketers
You're running multi-channel campaigns but your marketing subscriber lists only update when someone manually exports client records, so your segment counts are always outdated — with this integration, every new client is added instantly and your campaign data stays current.
⚡
Operations managers
You oversee field service schedules in ServiceM8 but need customer data reflected in Salesforce Marketing Cloud right away, leaving your team waiting on batch exports — automating both apps means every status update flows instantly into your marketing platform.
🤝
Customer success teams
You depend on accurate client histories to deliver targeted support, but missing records between ServiceM8 and Salesforce Marketing Cloud lead to gaps in communication — connecting these apps means every client profile is complete and up to date.
💼
Sales directors
You track closed quotes and new contracts in ServiceM8 while managing nurture sequences in Salesforce Marketing Cloud, but manual handoffs cause delayed follow-ups — automating both apps means every accepted quote triggers immediate subscriber updates.
🛠️
Field service coordinators
You manage job completions and client invoicing in ServiceM8 while marketing teams run retention campaigns in Salesforce Marketing Cloud, creating administrative bottlenecks — integrating these apps means client milestones sync without manual copying.
📊
Business owners
You rely on clean data across your operational and marketing software to measure growth, but manual record transfers create persistent errors — with this integration, customer data flows accurately between platforms so your reporting remains reliable.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Salesforce Marketing Cloud + ServiceM8
Build and manage your Salesforce Marketing Cloud + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Salesforce Marketing Cloud + 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?
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Salesforce Marketing Cloud to ServiceM8?
You can connect Salesforce Marketing Cloud to ServiceM8 in 1-click using ready templates or ask Integrately AI to build the automation for you. You can also connect Salesforce, QuickBooks Online, Xero, Stripe, Twilio, Slack, and 1,500+ other apps.
Can I automatically create Salesforce Marketing Cloud subscribers when a new client is added in ServiceM8?
Can I connect Salesforce Marketing Cloud, ServiceM8, and Slack?
What is a good Zapier alternative for Salesforce Marketing Cloud and ServiceM8?
How does Salesforce Marketing Cloud handle data extension updates from ServiceM8?
Can I trigger actions in Salesforce Marketing Cloud when ServiceM8 job statuses change?
Do I need coding skills to connect Salesforce Marketing Cloud and ServiceM8?
Is the Salesforce Marketing Cloud and ServiceM8 integration free?
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