Pipedrive + ServiceM8
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.
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 Client
Triggers when a new Client is created.
- automatically do this!Create Organization
Creates a new organization.
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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
