Salesforce and ServiceM8 integration
Won in Salesforce, a work order in ServiceM8
CRM Connector keeps Salesforce contacts and ServiceM8 clients the same both ways, and turns every won Salesforce opportunity into a ServiceM8 work order. The crew has the job on the next sync after it is sold.
- Official sign in for both
Contacts both ways, won opportunities into work orders
At a glance
Contacts stay the same on both sides, and won opportunities arrive as work orders.
What syncs
- ContactsBoth ways
- Won opportunities into work ordersOne way
Good to know
- Only won opportunities become work
Open and lost opportunities stay in Salesforce.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Salesforce or ServiceM8 leads when the same record changed in both since the last sync.
Options for Salesforce and ServiceM8
- Everyone, customers only or leads only
- Only opportunities won from a date you pick
- Only opportunities above an amount you pick
Record by record
What syncs between Salesforce and ServiceM8
Which Salesforce field matches which ServiceM8 field, and what each change does.
Fields- First nameBoth waysContact first name
- Last nameBoth waysContact last name
- Account nameWhen createdClient name
- EmailBoth waysEmail
- Business phone, or mobileBoth waysMobile
- Mailing addressBoth waysAddress
- On a won opportunityEach works it outCompleted jobs
- Lead sourceOnly in SalesforceNot in ServiceM8
It happens in Salesforce, then in ServiceM8
A new contact
Looked for in ServiceM8 on the exact contact email. Updated when found, created as a client with its contact person only when nothing matches.
Name, email, phone or address changes
The same change is made to the ServiceM8 client on the next sync.
The company changes later
Not carried: the account name reaches ServiceM8 when the client is created.
FAQ
Questions about Salesforce and ServiceM8?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts, yes. Won opportunities travel one way, into ServiceM8.
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Sign in to Salesforce and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.