Pipedrive + ServiceM8 integrations
Create ServiceM8 jobs from updated deal stages in Pipedrive
Boost your efficiency by streamlining your sales and service processes. With this workflow, once a deal stage is updated in Pipedrive, a corresponding job is directly created in ServiceM8. This seamless process not only saves time but reduces the possibility of human error, ensuring your sales and services are always in sync.
- When this happens...Updated Deal StageTriggers when a deal's stage is updated.
- automatically do this!Create JobCreates a new job.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Pipedrive and ServiceM8
Discover other triggers and actions you can use with Pipedrive and ServiceM8
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- 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









