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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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 logo
Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
ServiceM8 logo
ServiceM8
ServiceM8 logo
ServiceM8
2. Choose action
Pipedrive logo
1. Select the event
Setup
Test
Pipedrive logo
Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" 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.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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.
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Practical ways you can use Pipedrive and ServiceM8

Tracking KPIs for business goals

Create a streamlined system for real-time tracking of key performance indicators to help analyze the achievement of organizational goals.

Business Owner
Content calendar management

Develop a workflow to automate the creation, approval, and publishing of content in line with the marketing calendar.

Marketing & Marketing Ops
Lead scoring automation

Implement a system to automatically score and prioritize sales leads based on predefined criteria such as engagement and past interactions.

Sales Ops

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.

triggers, actions, or triggers and actions
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It

Learn how to automate Pipedrive on the Zapier blog

pipedrive logo
pipedrive logo
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.
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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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