Integrate HubSpot CRM with ServiceM8

Send information between HubSpot CRM and ServiceM8 automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate HubSpot CRM and ServiceM8 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Meeting created

Triggers when a new meeting is created

Task created

Triggers when a new task is created

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Email created

Triggers when a new email is created

Deal created

Triggers when a new deal is created

Material created

Triggers when a new material is created

Job created or updated

Triggers when a job is created or updated

Contact created or updated

Triggers when a contact is created or updated

Job queued

Triggers when a job is assigned to or removed from a queue

Material created or updated

Triggers when new material is created or updated

Client created or updated

Triggers when a client is created or updated

Form completed

Triggers when the specified form is completed

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create email

Creates a new email

Create task

Creates a new task

Create meeting

Creates a new meeting

Create company

Creates a new company

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create or update contact

Creates a new contact or updates the details of an existing contact

Update company

Updates the details of an existing company by ID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update deal

Updates the details of an existing deal using its ID

Associate CRM entities

Associates two existing CRM entities

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Create job

Creates a new job

Create task

Creates a new task

Add note

Creates a new note

Create job material

Creates a new job material

Create job activity

Creates a new job activity

Create material

Creates a new material

Create client

Creates a new client

Create contact

Creates a new contact

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

Update contact

Updates the details of an existing contact by their UUID

Fetch job contact

Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number

Fetch material using name

Fetches the details of an existing material using name

Fetch contact

Fetches the details of an existing contact using their email address or ID or phone number

Fetch material using item number

Fetches the details of an existing material using item number

Fetch client

Fetches the details of an existing client using their ABN number or ID or name

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

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.

Bookings/Scheduling FSM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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