Enroll new CRM leads into marketing segments

When a lead is created in ServiceM8, automatically add them to a welcome segment in Surefire Local Platform to start outreach.

Try:

See all Surefire Local Platform + ServiceM8 integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Surefire Local Platform Explore Surefire Local Platform →

Triggers

Subscriber added

Fires when a new subscriber is added in Surefire Local Platform.

Campaign sent

Fires when a campaign is sent from Surefire Local Platform.

Subscriber unsubscribed

Fires when a subscriber unsubscribes in Surefire Local Platform.

Actions

Add subscriber

Adds or updates a subscriber in Surefire Local Platform.

Send campaign

Creates or sends a campaign from Surefire Local Platform.

Add to segment

Adds a subscriber to a segment in Surefire Local Platform.

ServiceM8 Explore ServiceM8 →

Triggers

New lead created

Fires when a new lead or contact is created in ServiceM8.

Deal stage changed

Fires when a deal moves to a new stage in ServiceM8.

Deal won

Fires when a deal is marked won in ServiceM8.

Contact updated

Fires when a field on a contact changes in ServiceM8.

Actions

Create or update contact

Creates or updates a contact in ServiceM8.

Create deal

Creates a new deal in ServiceM8.

Update deal stage

Moves a deal to a new stage in ServiceM8.

Log activity

Logs a call, email, or note against a record in ServiceM8.

Log sent campaigns on CRM deal records When a campaign is sent in Surefire Local Platform, automatically log an activity on the corresponding deal in ServiceM8 for sales tracking. See details

Subscribe contacts after winning deals When a deal is won in ServiceM8, automatically add the customer as a subscriber in Surefire Local Platform to send welcoming newsletters. See details

See all Surefire Local Platform + ServiceM8 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll new CRM leads into marketing segments” between Surefire Local Platform and ServiceM8?

Yes — describe it in the box above and Knit's Integrations Agent researches Surefire Local Platform and ServiceM8's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Surefire Local Platform with ServiceM8 help sales representatives?

Marketing emails sent from Surefire Local Platform can automatically log activities on CRM contacts or deals in ServiceM8, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in ServiceM8 can immediately add the contact as a subscriber in Surefire Local Platform.