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Zapier makes it easy to integrate Pipedrive with ServiceM8 - no code necessary. See how you can get setup in minutes.
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Help
Pipedrive
Pipedrive
1. Choose trigger event
ServiceM8
ServiceM8
2. Choose action
1. Select the event
Setup
Test
Pipedrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Client" in ServiceM8.
You’re connected!
Zapier seamlessly connects Pipedrive and ServiceM8, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
For AI agents & developers
Use Pipedrive and ServiceM8 with AI agents and code
Beyond Zap workflows. Call Pipedrive and ServiceM8 actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and ServiceM8 actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Create Client
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Pipedrive and ServiceM8
Track new ServiceM8 jobs in Pipedrive
When a new job is created in ServiceM8, Zapier automatically creates a corresponding deal in Pipedrive. This ensures business owners can manage and track all jobs within their sales pipeline seamlessly, leading to fewer missed opportunities and improved organization.
Update marketing pipeline with completed ServiceM8 jobs
When a new job is marked as completed in ServiceM8, Zapier triggers an update in Pipedrive to reflect the completion status. This keeps the marketing team informed about completed projects, allowing them to refine campaigns and focus on customer follow-ups for closed jobs, boosting efficiency.
When a new client is added in ServiceM8, Zapier automatically creates a new person in Pipedrive. This bridges systems for sales operations, simplifying client management and avoiding manual entry errors, so your database is always up-to-date.
Learn how to automate Pipedrive on the Zapier blog
Learn how to automate ServiceM8 on the Zapier blog
Make work flow with AI
Level up your Pipedrive to ServiceM8 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
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.