Integrate Pipedrive with ServiceM8
Send information between Pipedrive and ServiceM8 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new note in ServiceM8 when a new deal is created in Pipedrive
Integrate Pipedrive with ServiceM8 using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically creates a new note in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new note in ServiceM8.
Create a new note in ServiceM8 when a new deal is created in Pipedrive
Pipedrive + ServiceM8
Update the details of an existing material in ServiceM8 when a new deal is created in Pipedrive
Integrate Pipedrive with ServiceM8 using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically updates the details of an existing material in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow updates the details of an existing material in ServiceM8.
Update the details of an existing material in ServiceM8 when a new deal is created in Pipedrive
Pipedrive + ServiceM8
Fetch the details of an existing job contact using their email address, id, phone number, or mobile number in ServiceM8 when a new deal is created in Pipedrive
Integrate Pipedrive with ServiceM8 using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically fetches the details of an existing job contact using their email address, id, phone number, or mobile number in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow fetches the details of an existing job contact using their email address, id, phone number, or mobile number in ServiceM8.
Fetch the details of an existing job contact using their email address, id, phone number, or mobile number in ServiceM8 when a new deal is created in Pipedrive
Pipedrive + ServiceM8
Build your own integrations between Pipedrive and ServiceM8
Connect Pipedrive and ServiceM8 with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
Job queued
Triggers when a job is assigned to or removed from a queue
Contact created or updated
Triggers when a contact is created or updated
Form completed
Triggers when the specified form is completed
Material created or updated
Triggers when new material is created or updated
Client created or updated
Triggers when a client is created or updated
Job created or updated
Triggers when a job is created or updated
Material created
Triggers when a new material is created
All Actions - Actions are the automated tasks
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create lead
Creates a new lead
Create project
Creates a new project
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch user
Fetches the details of an existing user
Create job activity
Creates a new job activity
Create task
Creates a new task
Create client
Creates a new client
Create job material
Creates a new job material
Create job
Creates a new job
Add note
Creates a new note
Create material
Creates a new material
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Update material
Updates the details of an existing material
Update job
Updates the details of an existing job
Fetch material using item number
Fetches the details of an existing material using item number
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch material using name
Fetches the details of an existing material using name
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch job
Fetches details for an existing job using its UUID
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
What is ServiceM8?
ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow streamlined our entire lead operation, from collection to distribution. The time and resources it saved us compared to building custom integrations is enormous. Zoho Flow has truly been a game changer for us.
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Director and CEO, InterForm
Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Revenue Ranch
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, CASIOPE
