Pipedrive + ServiceM8 integrations
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.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact 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 organizations from new ServiceM8 clients









