How to Integrate TikTok Lead Generation with ServiceM8¶
Learn how to automatically sync TikTok Lead Generation forms 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 TikTok Lead Generation forms directly to ServiceM8 as a Company, Contact, and Quote-status Job. When someone fills out your TikTok lead form, three linked records are instantly created in ServiceM8, 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 TikTok Business account with Lead Generation enabled
- At least one active TikTok Lead Gen form
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 TikTok Integration¶
How do I connect my TikTok Business account to LeadSync?¶
- In LeadSync, go to Ad Accounts
- Click Add TikTok Account
- Authorise LeadSync to read your TikTok Lead Generation data
- Select the TikTok ad account you want to connect
For full TikTok setup, see the TikTok connection guide.
How do I create an automation to send TikTok leads to ServiceM8?¶
- Go to Lead Forms in LeadSync
- Click Add New
- Select TikTok as your lead source
- Select your TikTok ad account and campaign
- Select the Lead Gen form within that campaign
- Select your ServiceM8 connection from the destination dropdown
- Map your fields: match TikTok 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 TikTok campaigns to ServiceM8?¶
Yes. Create a separate automation for each TikTok 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 customer or their business, with structured address fields populated
- CompanyContact: Attached to the Company, holds the email and phone
- Job: Status set to Quote, lands on your Dispatch Board with the 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 |
| 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 TikTok form collects Full Name as a single field, LeadSync automatically splits it into first and last name for the Contact record.
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. Nothing is silently dropped.
Testing Your Integration¶
How do I test my TikTok automation?¶
TikTok provides a test mechanism within TikTok Ads Manager:
- In TikTok Ads Manager, find your Lead Gen form
- Submit a test lead through the form preview
- 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 customer submits twice?¶
No. LeadSync searches ServiceM8's contacts by email before creating a new Company. If a returning customer fills out another form, the new Job is created under their existing Company record.
Troubleshooting¶
TikTok leads aren't appearing in ServiceM8¶
Check these in order:
- Is the TikTok 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 TikTok actually deliver the lead? TikTok Ads Manager → Leads Center
Records appear but the address is blank¶
TikTok's standard lead forms don't always include address fields. If you need address data for ServiceM8 Dispatch Board pin placement, add address questions to your TikTok form's Custom Questions section.
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 TikTok natively?¶
No. ServiceM8 does not have a native TikTok integration. LeadSync fills that gap.
How fast do TikTok leads appear in ServiceM8?¶
Within 30 to 60 seconds of form submission. LeadSync polls TikTok for new leads frequently and creates the three ServiceM8 records as soon as a new lead is detected.
Can I run multiple ServiceM8 accounts through LeadSync?¶
Yes. Create one LeadSync connection per ServiceM8 account.
Can I send Facebook, Google, or LinkedIn 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.
Is TikTok a good fit for field service lead generation?¶
TikTok is most effective for visually engaging trades (home renovation, landscaping, custom builds, before-and-after work). Less effective for emergency-callout volume than Facebook. CPL tends to be competitive in markets where competitors haven't yet adopted TikTok ads. Try it for one campaign and compare to your Facebook baseline.
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