Zoho Campaigns + ServiceM8 Integration

Integrate ServiceM8 to Zoho Campaigns in one click, or tell Integrately AI how you want each client handled. Sync contact details, trigger targeted email campaigns, and keep your marketing lists updated automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Campaigns
    Contact is subscribed in Zoho Campaigns
  • Zoho Campaigns
    Contact is unsubscribed in Zoho Campaigns
  • Zoho Campaigns
    Campaign is created in Zoho Campaigns
  • ServiceM8
    Job video is added 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 note is added in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued 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
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created 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.
  • Zoho Campaigns
    Create or Update contact in Zoho Campaigns
  • Zoho Campaigns
    Unsubscribe contact in Zoho Campaigns
  • Zoho Campaigns
    Send campaign in Zoho Campaigns
  • Zoho Campaigns
    Create campaign in Zoho Campaigns
  • Zoho Campaigns
    Clone campaign in Zoho Campaigns
  • 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
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Zoho Campaigns + ServiceM8 Integration

Capture new clients, sync subscriber details, trigger campaigns, and keep your lists updated, 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 ServiceM8 + Zoho Campaigns flow

Connect payment, accounting, calendar, and messaging tools to extend your automation. Pick a combination and activate it in one click.

Zoho Campaigns
ServiceM8
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
XeroXero (3)
+
Google CalendarGoogle Calendar (3)
+
TwilioTwilio (3)
+
SlackSlack (3)
S
Z
S
When a ServiceM8 job invoice is paid, create or update contact in Zoho Campaigns, and create a customer in Stripe.
Paid ServiceM8 invoices instantly update Zoho Campaigns and create customers in Stripe, eliminating manual bookkeeping.
S
Z
S
When a new client is added in ServiceM8, create or update contact in Zoho Campaigns, and create a charge in Stripe.
New ServiceM8 clients sync to Zoho Campaigns and generate charges in Stripe without manual intervention.
S
S
Z
When a Stripe customer is created, create a client in ServiceM8 and create or update contact in Zoho Campaigns.
New Stripe customers automatically become ServiceM8 clients and Zoho Campaigns subscribers instantly.

Supported triggers and actions for Zoho Campaigns and ServiceM8

Mix and match to build the exact automation you need

Zoho Campaigns
Zoho Campaigns Triggers & Actions
Contact is subscribed in Zoho Campaigns
Triggers the automation when a contact subscribes to a mailing list
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Contact is unsubscribed in Zoho Campaigns
Triggers the automation when a contact unsubscribes from a mailing list
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Campaign is created in Zoho Campaigns
Triggers the automation when a new campaign is created
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Create or Update contact in Zoho Campaigns
Adds or update contact information
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Unsubscribe contact in Zoho Campaigns
Removes contact from mailing list
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Send campaign in Zoho Campaigns
Sends out a pre-designed campaign to targeted recipients
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Create campaign in Zoho Campaigns
Generates and launch a new marketing campaign
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Clone campaign in Zoho Campaigns
Creates a duplicate of an existing campaign with all settings, targeting, and creative elements
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
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 note is added in ServiceM8
Triggers automation when a note is added to a job
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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 quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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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 review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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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
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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
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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Search client in ServiceM8
Searches client by name
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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 ServiceM8 + Zoho Campaigns?

Streamline your service business operations and email marketing by connecting ServiceM8 and Zoho Campaigns for automated workflows.

What you can automate?
🔄
Sync new clients instantly to marketing lists
Automatically create or update contacts in Zoho Campaigns whenever a new client is added in ServiceM8, ensuring your email lists are always up to date.
📋
Capture every submitted job detail
Map complete client and job information from ServiceM8 into your Zoho Campaigns subscriber profiles instead of just basic contact names.
🔔
Notify your team the moment work completes
Alert your staff instantly in Slack or via SMS whenever a ServiceM8 job status changes or reaches completion.
🔀
Route campaigns based on job status
Trigger specific Zoho Campaigns follow-ups depending on whether a ServiceM8 job quote was accepted or completed.
🔄
Keep subscriber data synchronized
Update existing Zoho Campaigns contacts automatically whenever client details or job notes are modified in ServiceM8.
👥
Prevent duplicate subscriber records
Use intelligent upsert operations to create or update contacts in Zoho Campaigns without generating redundant entries.
💳
Automate marketing after invoice payments
Trigger targeted email campaigns in Zoho Campaigns the moment a job invoice is paid in ServiceM8.
🔌
Extend workflows to payment and messaging apps
Connect Stripe, QuickBooks, or Slack to your core ServiceM8 and Zoho Campaigns automation for end-to-end business efficiency.
And much more...

Who is ServiceM8 + Zoho Campaigns integration for?

Service business leaders, marketers, and operations managers who need seamless client data synchronization between field service operations and email marketing campaigns.

Marketing managers
Marketing managers
Operations coordinators
Operations coordinators
Client success teams
Client success teams
Business owners
Business owners
Service dispatchers
Service dispatchers
Data administrators
Data administrators
📈
Marketing managers
You manage email campaigns in Zoho Campaigns but your subscriber lists only update when someone manually exports client data from ServiceM8, so your outreach campaigns target stale data — with this integration, every new client syncs instantly and your marketing lists stay current.
Operations coordinators
You need to dispatch field work and trigger follow-up emails immediately, but manual handoffs cause frustrating delays across your teams — automating both apps means every completed job updates subscriber segments instantly so follow-ups go out on time.
🤝
Client success teams
You answer to customers expecting tailored communication based on their recent service history, but disconnected platforms leave you guessing — connecting these apps means client profiles update automatically across marketing lists the moment service is logged.
🔄
Business owners
The volume of new service jobs is too high for your staff to keep up with manual subscriber list updates, leading to missed marketing opportunities — this integration means every client record flows smoothly into your email campaigns without extra admin work.
📋
Service dispatchers
You own the scheduling process in ServiceM8 and depend on accurate client data to execute campaigns, but manual syncing creates bottlenecks — integrating these apps means your contact database updates automatically the second a new client is created.
🗂️
Data administrators
You need a reliable history of client interactions and keep finding gaps between your field service records and email marketing lists — with this integration, contact data remains fully synchronized without missing a single submission.
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 Zoho Campaigns + ServiceM8

Build and manage your Zoho Campaigns + 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 Zoho Campaigns + 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
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Connect Accounts
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Frequently Asked Questions

How do I connect ServiceM8 to Zoho Campaigns?
Frequently Asked Questions
You can connect ServiceM8 to Zoho Campaigns in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your field service operations with tools like Slack, QuickBooks, or Stripe.
Can I automatically sync new ServiceM8 clients to Zoho Campaigns?
Frequently Asked Questions
Can I connect ServiceM8, Zoho Campaigns, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Zoho Campaigns?
Frequently Asked Questions
How does ServiceM8 handle contact data during synchronization?
Frequently Asked Questions
Can I trigger specific email campaigns based on Zoho Campaigns subscriber events?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Zoho Campaigns?
Frequently Asked Questions
Is the ServiceM8 and Zoho Campaigns integration free?
Frequently Asked Questions
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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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