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.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Create Deal
Creates a new deal.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
