Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Salesforce or ServiceM8 leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Salesforce, a work order in ServiceM8
Sell in Salesforce, do the work in ServiceM8. CRM Connector keeps your contacts the same in both and turns every won opportunity into a work order, so the crew has the job the moment it is sold.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won opportunities into work orders
- Contacts
- Won opportunities into work orders
At a glance. Contacts stay the same on both sides, and won opportunities arrive as work orders. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Salesforce or ServiceM8 as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly opportunities won from a date you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysContact first name
- Last nameBoth waysContact last name
- Account nameWhen createdClient name
- EmailBoth waysEmail
- Business phone, or mobileBoth waysMobile
- Mailing addressBoth waysJob address
- 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.
- Before anything is created the other system is searched first, so nothing is created twice. Duplicate rules in your org win: when one points at a single existing record, that one is updated instead.
- A contact on a won opportunity counts as a customer for the customers only and leads only filters. Nothing writes a customer flag into Salesforce, which has no such field on a contact.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Salesforce and ServiceM8 are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Salesforce or ServiceM8 leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Salesforce or ServiceM8 on its own is on its own page.
- Only won opportunities become work
- Open and lost opportunities stay in Salesforce.
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: they sync in both directions and you choose which system leads. Won opportunities travel one way, into ServiceM8.
No. Only a won one does, and only when it was won on or after the date you choose.
No. Before anything is created in Salesforce or ServiceM8, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Salesforce and ServiceM8?Start your 7 day free trial
Sign in to Salesforce and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.