Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether ActiveCampaign or ServiceM8 leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in ActiveCampaign, on the board in ServiceM8
Contacts stay the same both ways. A won deal becomes a ServiceM8 work order for the same client, and a finished job can tag the ActiveCampaign contact, so the review request or the next offer goes out by itself.
- ActiveCampaign API key, official sign in for ServiceM8
- Either system can lead
- 7 day free trial
Contacts both ways, won deals into work orders
- Contacts
- Won deals into work orders
At a glance. Contacts stay the same. A won deal becomes a work order, and a completed job can tag the contact.
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 ActiveCampaign 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:Only deals created from a date you pickOnly deals above an amount you pickEveryone, customers only or leads onlyOnly ActiveCampaign contacts with a tag you pick, on a one way syncEvery 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 waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Not in ActiveCampaignOnly in ServiceM8Address
- TagsOnly in ActiveCampaignNot in ServiceM8
- On a won dealEach works it outa completed job
It happens in ActiveCampaign, then in ServiceM8
A new contact
Looked for in ServiceM8 on the exact email before a client is created.
Name, email or phone changes
The same change is made to the ServiceM8 client on the next sync.
The company changes later
- Not carried after creation.
- The account is set when the contact is created and a sync never renames it.
- Money tags, off until you switch them on: the ActiveCampaign contact gets "Job completed" once a ServiceM8 job of theirs is completed. The tag stays once earned. Only these tags are added and removed, and tags start ActiveCampaign automations, so check those first.
- ServiceM8 client names are unique: a name already taken there gets the email behind it.
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 ActiveCampaign 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 ActiveCampaign 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 first name of the same contact is changed in both systems
Leading system
KateKatherineTwo 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 ActiveCampaign or ServiceM8 on its own is on its own page.
- A finished work order stays finished
Editing the deal in ActiveCampaign never reopens a work order that is completed in ServiceM8.
FAQ
Questions about ActiveCampaign 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 when the same person changed on both sides.
No. A contact the sync creates in ActiveCampaign lands without a list and without tags, so no campaign starts until you add it to one, for example with an automation.
No. Only a won one does, and only one created on or after your start date. Open and lost deals stay in ActiveCampaign.
Yes, with a switch that is off by default. The contact gets the tag Job completed once a ServiceM8 job of theirs is completed, and an automation that starts on the tag can ask for a review or send the next offer.
No. Before anything is created in ActiveCampaign 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.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between ActiveCampaign and ServiceM8?”
ChatGPT
Claude
Get started
Ready to connect ActiveCampaign and ServiceM8?Start your 7 day free trial
Sign in to ActiveCampaign and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.