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How to connect Close CRM and ServiceM8
Create a New Scenario to Connect Close CRM and ServiceM8
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or ServiceM8 will be your first step. To do this, click "Choose an app," find Close CRM or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the ServiceM8 Node
Next, click the plus (+) icon on the Close CRM node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the Close CRM and ServiceM8 Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and ServiceM8 Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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ServiceM8
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, ServiceM8, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and ServiceM8 integration works as expected. Depending on your setup, data should flow between Close CRM and ServiceM8 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and ServiceM8
Close CRM + ServiceM8 + Slack: When a lead's status changes in Close CRM, a job is created in ServiceM8, and a message is sent to a Slack channel to notify the ServiceM8 team to schedule the installation.
ServiceM8 + Close CRM + QuickBooks: When a job is completed in ServiceM8, an invoice is created in QuickBooks, and the client record is updated in Close CRM to reflect the completed job and invoice details.
Close CRM and ServiceM8 integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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FAQ Close CRM and ServiceM8
How can I connect my Close CRM account to ServiceM8 using Latenode?
To connect your Close CRM account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ServiceM8 jobs from new Close CRM opportunities?
Yes, you can! Latenode lets you automate this. When a new opportunity is created in Close CRM, a corresponding job gets instantly created in ServiceM8, saving you time and ensuring no lead is missed.
What types of tasks can I perform by integrating Close CRM with ServiceM8?
Integrating Close CRM with ServiceM8 allows you to perform various tasks, including:
- Creating new ServiceM8 clients from Close CRM contacts.
- Updating ServiceM8 job details based on Close CRM opportunity stages.
- Triggering Close CRM tasks when a ServiceM8 job is completed.
- Syncing contact information between Close CRM and ServiceM8.
- Generating reports combining sales and service data.
What Close CRM data can Latenode access and use in automations?
Latenode can access contacts, opportunities, leads, activities, and custom fields within Close CRM for powerful automated workflows.
Are there any limitations to the Close CRM and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- High API call volumes may be subject to rate limits.
- Custom field syncing requires careful mapping.
