mfr - field service management + Pipedrive

Create service locations in mfr - field service management for new Pipedrive activities

Effortlessly streamline your sales and field service management processes with this Pipedrive and mFr - Field Service Management automation. Whenever a new activity is created in Pipedrive, a service location gets added in mFr - Field Service Management, keeping your team updated on crucial location information. Save time and resources while enhancing collaboration between your sales representatives and field technicians.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerScheduled
automatically do this!
Create Location (Service Location)
Create a location (service location) with a contact. This is an important job information for the technician.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
New Customer
Triggers when new customer is created.
Trigger
Instant
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New Job
Triggers when new job was created.
Trigger
Instant
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- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Customer NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- ItemType NameRequired
- ItemType IdRequired
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location NameRequired
- Location Id
- Company Id
- AddressRequired
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest IdRequired
Action
Search

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- Filter By
Trigger
Instant
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- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Appointment Type
Trigger
Instant
Try It
New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request StateRequired
Trigger
Instant
Try It
- Appointment typeRequired
- Duration [Minutes]Required
- Start date timeRequired
- End date time
- Appointment description
- Username of techncianRequired
Action
Write
- Customer First NameRequired
- Customer Last NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Job IdRequired
- Report definition Code (e.g. R-212)Required
Action
Write
- Job NameRequired
- Job Id
- Customer IdRequired
- Job Description
- Location Id (Service location)
- Job Template
- TargetTime
- StartDateTime
- MFR Username
- Produktliste
Action
Write
- FilenameRequired
- FileRequired
- Job IdRequired
Action
Write
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search

About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

Related categories

Scheduling & Booking

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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mfr - field service management + Pipedrive

Create service locations in mfr - field service management for new Pipedrive activities

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

LabelRequired

Create Activity

SubjectRequired

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

FileRequired

File NameRequired

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

TitleRequired

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Create Organization

NameRequired

Owner

Address

Create Product

NameRequired

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

DealRequired

Title

Status

Stage

Owner

Organization

Person

Value

Currency

Update Organization

OrganizationRequired

Owner

Name

Address

API Request (Beta)