Pipedrive + ServiceM8 integrations
Create clients in ServiceM8 from new leads in Pipedrive for streamlined client management
Easily streamline your sales and client management process with this workflow that connects Pipedrive and ServiceM8. When a new lead is added in Pipedrive, a client is created in ServiceM8, saving you time and ensuring a smooth transition between your sales and service teams. Improve efficiency and keep all client information organized with this seamless integration.
- When this happens...New LeadTriggers when a lead is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Pipedrive and ServiceM8
Discover other triggers and actions you can use with Pipedrive and ServiceM8
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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 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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