Servicem8 CRM Integration Benefits:
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- Efficient data collection: Integrating your Servicem8 account with Nutshell CRM will help you reduce manual entry and updating of customer, lead, and job data.
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- Seamless collaboration: Syncing Servicem8 and Nutshell lets your entire team access customer data and job history so they can offer personalized experiences and effective follow-ups. With the entire sales team in sync, you can win more deals faster and improve customer satisfaction.
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- Real-time analytics: Nutshell’s robust reporting tool offers crystal-clear insights into your sales pipeline and business performance. With this integration, you can easily report on job data from Servicem8.
Requirements:
To use this integration, you will need a Servicem8 account and a Nutshell account.
How to get started
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Frequently asked questions
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1. Do I need a specific Nutshell plan to use the ServiceM8 integration?
No. All Nutshell users can access the ServiceM8 integration regardless of which plan they’re on—Foundation, Growth, Pro, Business, or Enterprise. The integration is available to every Nutshell customer at no extra cost. You’ll just need both Nutshell and ServiceM8 accounts to connect them for job and customer data synchronization.
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2. How does the ServiceM8 integration work, and what data syncs between the platforms?
The ServiceM8 integration allows you to sync job details, customer information, and quotes between ServiceM8 and Nutshell. When a job is created in ServiceM8, customer data automatically updates in Nutshell. Conversely, quotes created in Nutshell can trigger job creation in ServiceM8, eliminating manual data entry and keeping both systems aligned.
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3. Can I automate job creation in ServiceM8 when a lead becomes a deal in Nutshell?
Yes. Through Zapier or workflow automation, you can set up triggers that automatically create jobs in ServiceM8 when deals reach specific pipeline stages in Nutshell. This streamlines your workflow from lead qualification to job dispatch without manual handoffs between your sales and service teams.
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4. How does ServiceM8 compare to other field service management tools that integrate with Nutshell?
ServiceM8 specializes in job management, scheduling, and mobile coordination for trade businesses. Competitors like ServiceTitan and Housecall Pro offer similar features but often require longer contracts. ServiceM8 excels in real-time field visibility and integrations with accounting software, making it ideal for service-based teams already using Nutshell.
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5. What other field service or job management tools integrate with Nutshell besides ServiceM8?
Nutshell integrates with several field service platforms through Zapier and our App Marketplace. You can explore 5,000+ available integrations at nutshell.com/crm/appconnect. Compare tools based on your industry, team size, and specific needs—ServiceM8 works best for trades like plumbing, electrical, HVAC, and cleaning services.
