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  • ServiceM8 logoServiceM8 logo

Pipedrive + ServiceM8

Create Pipedrive deals for new ServiceM8 queued jobs

Effortlessly manage your sales pipeline by connecting ServiceM8 and Pipedrive with this convenient automation. Once a job is queued in ServiceM8, a new deal will be created in Pipedrive, keeping your sales team up-to-date and ready to close more deals. This seamless workflow enables you to stay organized and focus on growing your business.

Effortlessly manage your sales pipeline by connecting ServiceM8 and Pipedrive with this convenient automation. Once a job is queued in ServiceM8, a new deal will be created in Pipedrive, keeping your sales team up-to-date and ready to close more deals. This seamless workflow enables you to stay organized and focus on growing your business.

  1. When this happens...
    ServiceM8ServiceM8
    Job Queued

    Triggers when a Job is assigned to a Queue.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Job Category

    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
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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.
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.