Pipedrive + ServiceM8
Create new Pipedrive persons from new ServiceM8 clients
Streamline your client management process with this efficient workflow. When a new client is added in ServiceM8, their details will be simultaneously recorded in Pipedrive as a new person. This automation eliminates manual data entry and ensures that your customer information is unified and up-to-date across both platforms. Experience seamless coordination between your job management and sales pipeline solutions with this integration.
Streamline your client management process with this efficient workflow. When a new client is added in ServiceM8, their details will be simultaneously recorded in Pipedrive as a new person. This automation eliminates manual data entry and ensures that your customer information is unified and up-to-date across both platforms. Experience seamless coordination between your job management and sales pipeline solutions with this integration.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Person
Creates a new person.
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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
