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 950+ 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
Deal updated
Triggers when any detail of an existing deal is updated
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Lead updated
Triggers when any detail of an existing lead is updated
Lead created
Triggers when a new lead is created
Note created
Triggers when a new note is added
Organization updated
Triggers when any detail of an existing organization is updated
Project created
Triggers when a new project 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
Note updated
Triggers when an existing note is updated
Project updated
Triggers when any detail of an existing project is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
Activity updated
Triggers when any detail of an existing activity is updated
Pipeline created
Triggers when a new pipeline 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 project
Creates a new project
Create organization
Creates a new organization
Create product
Creates a new product
Create contact person
Creates a new contact person
Create lead
Creates a new lead
Create deal
Creates a new deal
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Add products to a deal
Adds multiple products to a deal
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update project
Updates the details of an existing project
Update contact person
Updates the details of an existing contact person
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Fetch contact person
Fetches the details of an existing contact person
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Fetch field options
Fetches the specific field options by using its ID or name
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch activity
Fetches the details of an existing user activity
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
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 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
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
What is Pipedrive?
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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