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Pipedrive + ServiceM8

Pipedrive + ServiceM8

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Client
    Create Client
    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 filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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
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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