Zoho CRM and ServiceM8 integration
Won in Zoho CRM, on the board in ServiceM8
CRM Connector keeps Zoho CRM contacts and ServiceM8 clients the same both ways, and turns every won Zoho CRM deal into a ServiceM8 work order for the same client, with the deal amount as one material line.
- Official sign in for both
Contacts both ways, won deals into work orders
At a glance
Contacts stay the same. A won deal becomes a work order.
What syncs
- ContactsBoth ways
- Won deals into work ordersOne way
Good to know
- A finished work order stays finished
Editing the deal in Zoho CRM never reopens a work order that is completed in ServiceM8.
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 Zoho CRM or ServiceM8 leads when the same record changed in both since the last sync.
Options for Zoho CRM and ServiceM8
- Only deals won from a date you pick
- Only deals above an amount you pick
- Everyone, customers only or leads only
Record by record
What syncs between Zoho CRM and ServiceM8
Which Zoho CRM field matches which ServiceM8 field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryBoth waysAddress
- On a won dealOnly in Zoho CRMNot in ServiceM8
- Lead sourceOnly in Zoho CRMNot in ServiceM8
It happens in Zoho CRM, then in ServiceM8
A new contact
Looked for in ServiceM8 on the exact email before a client is created.
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 Zoho CRM 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.
The same client, the deal name and the deal amount as one material line.
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Sign in to Zoho CRM and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.