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Set up your first integration
Quickly connect Pipedrive to ServiceM8 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with ServiceM8 - no code necessary. See how you can get setup in minutes.
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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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 OwnerContent calendar management
Develop a workflow to automate the creation, approval, and publishing of content in line with the marketing calendar.
Marketing & Marketing OpsLead scoring automation
Implement a system to automatically score and prioritize sales leads based on predefined criteria such as engagement and past interactions.
Sales OpsSupported 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.
- New Activity
Triggers when a new activity is created.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Organization
Triggers when a new organization is created.
Try ItTriggerPolling
- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Note
Triggers when a new note is created.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling