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HubSpot + ServiceM8

Create or update HubSpot contacts when ServiceM8 jobs are completed

Effortlessly keep your HubSpot contacts up to date with completed jobs from ServiceM8. This workflow activates when a job is completed in ServiceM8, then creates or updates the relevant contact in HubSpot. Save time and maintain accurate contact information by streamlining your job completion process with this seamless integration.

Effortlessly keep your HubSpot contacts up to date with completed jobs from ServiceM8. This workflow activates when a job is completed in ServiceM8, then creates or updates the relevant contact in HubSpot. Save time and maintain accurate contact information by streamlining your job completion process with this seamless integration.

  1. When this happens...
    ServiceM8ServiceM8
    Job Completed

    Triggers when a Job's status changes to Completed.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Contact

    Update a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer Name

    • Job StatusRequired

    • Job Address

    • Billing Address

    • Job Description

    • Purchase Order Number

    • Work Completed

    • Job Contact First Name

    • Job Contact Last Name

    • Job Contact Phone

    • Job Contact Mobile

    • Job Contact E-Mail Address

    • Billing Contact First Name

    • Billing Contact Last Name

    • Billing Contact Phone

    • Billing Contact Mobile

    • Billing Contact E-Mail

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

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