How to Integrate LinkedIn Lead Gen Forms with ServiceM8¶
Learn how to automatically sync LinkedIn Lead Gen Forms to ServiceM8 with LeadSync. Step-by-step setup guide, field mapping options, and troubleshooting tips for seamless commercial-lead capture in your Dispatch Board.
Overview¶
LeadSync automatically sends leads from your LinkedIn Lead Gen Forms directly to ServiceM8 as a Company, Contact, and Quote-status Job. When a prospect fills out your LinkedIn lead form, three linked records are instantly created in ServiceM8, and the new Job lands on your Dispatch Board ready for follow-up.
LinkedIn is particularly useful for higher-value commercial trade work, B2B field service, and contractor-to-business pitches where the lead value justifies the higher CPL.
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 LinkedIn Campaign Manager account with at least one Lead Gen Form
- LeadSync connected to LinkedIn (see the LinkedIn connection guide)
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.
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 your customer information (to check for duplicates and create Companies and Contacts), create new jobs (the Quote-status Job on your Dispatch Board), and read-only access to job categories. LeadSync cannot access your invoices, payments, scheduling, or financial data.
Setting Up Your LinkedIn Integration¶
How do I connect my LinkedIn Ads account to LeadSync?¶
- In LeadSync, go to Ad Accounts
- Click Add LinkedIn Account
- Authorise LeadSync to read your LinkedIn Lead Gen Form data
- Select the LinkedIn account you want to connect
For full LinkedIn Ads setup, see the LinkedIn connection guide.
How do I create an automation to send LinkedIn leads to ServiceM8?¶
- Go to Lead Forms in LeadSync
- Click Add New
- Select LinkedIn as your lead source
- Select your LinkedIn Campaign from the dropdown
- Select the Lead Gen Form within that campaign
- Select your ServiceM8 connection from the destination dropdown
- Map your fields: match LinkedIn 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.
Can I send leads from multiple LinkedIn campaigns to ServiceM8?¶
Yes. Create a separate automation for each LinkedIn campaign and form combination. Each automation can have its own field mapping.
What Gets Created in ServiceM8 for Each Lead¶
Three linked records are created per lead:
- Company: Named after the prospect's business (LinkedIn typically provides a company name field, which is mapped to the Company record name)
- CompanyContact: Attached to the Company with email, phone, first/last name, and job title (LinkedIn often provides job title; map it to Notes if you want it on the Job description)
- Job: Status set to Quote, lands on your Dispatch Board with the form name, submission timestamp, and any extra questions you captured (project scope, budget range, etc.) in the
job_description
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 |
| 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 (LinkedIn usually provides this) |
| 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 LinkedIn's company information flow into ServiceM8?¶
LinkedIn Lead Gen Forms typically capture the prospect's company name, job title, and work email. Map company name to the ServiceM8 Company field so each Company record is named after the prospect's business rather than the individual. This makes the Dispatch Board far more navigable for commercial work.
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. Useful for capturing LinkedIn-specific fields like job seniority or company size that don't have a direct ServiceM8 equivalent.
Testing Your Integration¶
How do I test my LinkedIn automation?¶
LinkedIn provides a test mechanism within the Campaign Manager:
- In LinkedIn Campaign Manager, open your lead form
- Click Preview and submit a test lead
- Wait 30 to 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 to see the lead activity
Will LeadSync create duplicate Companies if a prospect submits twice?¶
No. LeadSync searches ServiceM8's contacts by email before creating a new Company. If the same prospect fills out another form, the new Job is created under their existing Company record.
Troubleshooting¶
LinkedIn leads aren't appearing in ServiceM8¶
Check these in order:
- Is the LinkedIn integration active in LeadSync? Ad Accounts screen
- Is the LeadSync automation active? Lead Forms screen
- Is the ServiceM8 connection working? Connections screen, "Connected" status
- Did LinkedIn actually deliver the lead? Campaign Manager → Lead Center
Records created without a company name¶
If the Company is created with the contact's personal name rather than the business name, check that your LinkedIn form captures Company Name and that it's mapped to the Company Name field in your LeadSync automation.
Connection keeps disconnecting¶
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.
Frequently Asked Questions¶
Does ServiceM8 integrate with LinkedIn natively?¶
No. ServiceM8 does not have a native LinkedIn integration. LeadSync fills that gap.
How fast do LinkedIn leads appear in ServiceM8?¶
Within 30 to 60 seconds of form submission. LeadSync polls LinkedIn for new leads frequently and creates the three ServiceM8 records as soon as a new lead is detected.
Why would I use LinkedIn instead of Facebook for ServiceM8?¶
LinkedIn typically delivers higher-value commercial trade leads (B2B, larger contracts, longer sales cycles). The cost per lead is higher but the booking value is often dramatically higher. Many field service businesses run both platforms, with Facebook for high-volume residential and LinkedIn for commercial work.
Can I run multiple ServiceM8 accounts through LeadSync?¶
Yes. Create one LeadSync connection per ServiceM8 account.
Can I send Facebook, Google, or TikTok leads to the same ServiceM8 account?¶
Yes. LeadSync supports all four ad platforms as sources. They can all create records in the same ServiceM8 account.
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