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Pipedrive + ServiceM8

Pipedrive + ServiceM8

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.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new Client is created.
  2. automatically do this!
    Create Organization
    Create Organization
    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
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer Name
    • Job Status
      Required
    • 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
    Action
    Write
    • Queue
      Required
    • Job Category
    Trigger
    Instant
    Try It
    • Completed By
    • Form Type
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Address
    • Billing Address
    • Fax Number
    • Website
    • First Name
    • Last Name
    • Phone Number
    • Mobile Number
    • E-Mail Address
    Action
    Write
    • Activity 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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