Pipedrive + ServiceM8 integrations
Create new Pipedrive organizations from new ServiceM8 clients
Easily manage your workflow with this automation that springs into action when you add a new client in ServiceM8. It streamlines your client management by instantly creating an organization in Pipedrive, saving you precious time on data entry and ensuring that your client information is organized and accessible in both platforms. By streamlining your client management process, this workflow allows you to focus on more crucial aspects of your business.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!Create OrganizationCreates a new organization in Pipedrive with support for custom fields and comprehensive address information.
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More things you can do with ServiceM8 and Pipedrive
Discover other triggers and actions you can use with ServiceM8 and Pipedrive
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- Activity 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.
Related categories
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.
Related categories
Related Zap Templates
- Create jobs in ServiceM8 for new people added in Pipedrive
- Create Pipedrive deals for new ServiceM8 queued jobs
- Create clients in ServiceM8 from new leads in Pipedrive for streamlined client management
- Create new Pipedrive deals for every new ServiceM8 job
- Create new Pipedrive persons from new ServiceM8 clients









