How to Integrate Facebook Lead Ads with ServiceM8¶

Learn how to automatically sync Facebook Lead Ads to ServiceM8 with LeadSync. Step-by-step setup guide, field mapping options, and troubleshooting tips for seamless lead capture in your Dispatch Board.

Overview¶

LeadSync automatically sends leads from your Facebook Lead Ads directly to ServiceM8 as a Company, Contact, and Quote-status Job. When someone fills out your Facebook lead form, three linked records are instantly created in ServiceM8 with no manual data entry required, and the new Job lands on your Dispatch Board ready for scheduling.

Getting Started¶

What do I need before setting this up?¶

You'll need:

A LeadSync account (free trial or paid subscription)
A ServiceM8 account with API access (any plan that supports add-ons)
A Facebook Business Page with Lead Ads enabled
At least one active Lead Ad form on Facebook

Does LeadSync work with all ServiceM8 plans?¶

LeadSync works with any ServiceM8 plan that supports add-ons from the ServiceM8 store. The integration uses OAuth2, so no API key configuration is required.

Will ServiceM8 charge me for the jobs LeadSync creates?¶

Job creation may incur charges depending on your ServiceM8 plan tier. Check your subscription before turning on lead automation if you are on a metered plan. The Company and Contact records do not carry a per-record charge on standard plans.

Connecting Your ServiceM8 Account¶

How do I connect my ServiceM8 account to LeadSync?¶

Log in to LeadSync and go to Connections
Click Add Connection
Select ServiceM8 from the dropdown
Enter a name for this connection (e.g., "My ServiceM8 Account")
Click Save. You'll be redirected to ServiceM8
Log in to ServiceM8 and click Allow to grant LeadSync access
You'll be returned to LeadSync with your connection active

Why am I seeing a "This Addon isn't verified" warning?¶

The LeadSync add-on is currently in ServiceM8's review queue. The warning is purely about ServiceM8's marketplace verification status, not the security of the integration. Click Proceed to continue. The warning disappears once ServiceM8 completes their review.

What permissions does LeadSync need in ServiceM8?¶

LeadSync requests permission to:

Access my customer information: to check for existing contacts and create Companies and Contacts
Create new jobs: to create the Quote-status Job on your Dispatch Board (note: job creation may incur ServiceM8 account charges depending on your plan)
Access my jobs: read-only access to job categories

LeadSync cannot access your invoices, payments, scheduling, staff records, or financial data.

My ServiceM8 connection failed. What went wrong?¶

Common causes:

Pop-up blocker: Disable pop-up blockers for LeadSync
Browser cookies: Clear cookies and try again
ServiceM8 login issues: Make sure you can log in to ServiceM8 directly first
Wrong ServiceM8 account: If you have multiple ServiceM8 accounts, ensure you're authorising the correct one

How do I reconnect if my ServiceM8 connection expires?¶

ServiceM8 access tokens can expire after extended periods. LeadSync refreshes them automatically in most cases, but if the underlying refresh token becomes permanently invalid, you'll receive a reconnect email with a direct link. To reconnect manually:

Go to Connections in LeadSync
Find your ServiceM8 connection and click Edit
Click Reconnect or delete and create a new connection
Re-authorise in ServiceM8

Setting Up Your Automation¶

How do I create an automation to send Facebook leads to ServiceM8?¶

Go to Lead Forms in LeadSync
Click Add New
Select your Facebook Page from the dropdown
Select your Lead Ad Form: choose the specific form you want to connect
Select your ServiceM8 connection from the destination dropdown
Map your fields: match Facebook form fields to ServiceM8 fields
Click Save

Your automation is now active. New leads will automatically create the Company, Contact, and Job records in ServiceM8.

How do I choose which Facebook form to connect?¶

When selecting a form, LeadSync shows you:

Form name
Date created
Number of leads received
Status (Active/Inactive)

Choose the form with recent leads to ensure you're connecting the correct one. If a form shows 0 leads, double-check that it's the right form.

Can I connect multiple Facebook forms to ServiceM8?¶

Yes. Create a separate automation for each Facebook form you want to connect. Each form can have its own field mapping. This is useful for separating emergency callout forms from quote requests, or routing different campaigns to different field setups.

What Gets Created in ServiceM8 for Each Lead¶

This is where the ServiceM8 integration differs from most CRM connections. Three linked records are created per lead:

Company: Named after the customer or their business, with structured address fields populated
CompanyContact: Attached to the Company, holds the email, phone, and contact name (ServiceM8 stores contact info separately from the Company record)
Job: Status set to Quote, lands on your Dispatch Board with the lead form name, submission timestamp, and any extra questions you captured in the job_description. The address is geocoded so the pin appears on the map.

Field Mapping¶

What ServiceM8 fields can I map to?¶

LeadSync supports these ServiceM8 fields:

Field	Where it goes	Description
First Name	Contact	Contact's first name
Last Name	Contact	Contact's last name
Email	Contact	Primary email (used for duplicate detection)
Phone	Contact	Primary phone number
Mobile	Contact	Mobile number for SMS-capable contacts
Company Name	Company	Company record name
Street Address	Company + Job	Used for both structured address and geocoded `job_address`
City	Company + Job	City
State/Province	Company + Job	State or province
Postcode/Zip	Company + Job	Postcode
Country	Company + Job	Country
Notes	Job	Appended to `job_description`

How does name splitting work?¶

If your Facebook form collects Full Name as a single field, LeadSync automatically splits it:

"John Smith" → First Name: John, Last Name: Smith
"Mary Jane Watson" → First Name: Mary Jane, Last Name: Watson

For best results, use separate First Name and Last Name fields in your Facebook form.

What happens to fields I don't map?¶

Anything you don't explicitly map gets appended to the Job's job_description along with the form name and submission timestamp. So you don't lose any context. Common examples: preferred service window, project description, equipment make and model.

Testing Your Integration¶

How do I test my automation?¶

Submit a test lead on your Facebook form using Facebook Ads Manager preview
Wait 30-60 seconds for the lead to process
Check ServiceM8 for the new Company on the Clients screen, and the Quote-status Job on the Dispatch Board
Check LeadSync logs under your account to see the lead activity

Will LeadSync create duplicate Companies if someone fills out my form twice?¶

No. Before creating a new Company, LeadSync searches ServiceM8's contacts by email. If a returning client fills out another ad form, the new Job is created under their existing Company record. Your customer list stays clean.

Troubleshooting¶

Leads aren't appearing in ServiceM8¶

Check these in order:

Is the automation active? Lead Forms screen, look for the green toggle
Is the ServiceM8 connection working? Connections screen, should show "Connected"
Did the test lead actually submit? Check Facebook Ads Manager for the lead
Check LeadSync logs for the lead activity and any error messages

Records appear but some fields are blank¶

If the Company or Job appears but some fields are empty, the most common cause is the field not being collected on your lead form. LeadSync can only populate fields that your form actually captures.

The Job description has duplicate or missing data¶

Check your field mapping. Fields you've explicitly mapped go to their dedicated ServiceM8 destinations. Fields you haven't mapped get appended to the job_description automatically.

Connection keeps disconnecting¶

If you see repeated reconnect prompts, the most common cause is the LeadSync add-on being removed from inside ServiceM8 (Settings → Add-ons). Reauthorise from LeadSync. If it keeps happening, contact support with your account email and connection name.

Frequently Asked Questions¶

Does ServiceM8 integrate with Facebook Lead Ads natively?¶

No. ServiceM8 does not have a native Facebook Lead Ads integration. LeadSync fills that gap.

How fast do leads appear in ServiceM8?¶

Within 30 to 60 seconds of form submission. LeadSync receives the webhook from Meta in real time, then creates the three ServiceM8 records sequentially.

Can I run multiple ServiceM8 accounts through LeadSync?¶

Yes. Create one LeadSync connection per ServiceM8 account.

Can I send Google, LinkedIn, or TikTok leads to ServiceM8 too?¶

Yes. LeadSync supports all four ad platforms as sources. Each ad source becomes its own LeadSync connection but they can all create records in the same ServiceM8 account.

What's the difference between ServiceM8 and other CRM integrations?¶

ServiceM8 splits a customer record across three objects (Company, Contact, Job) rather than a single record. LeadSync handles this automatically: every lead creates all three linked records in one round trip.

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