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.
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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.
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