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Set up your first integration
Quickly connect Pipedrive to ServiceM8 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with ServiceM8 - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Client" in ServiceM8.
You’re connected!
Zapier seamlessly connects Pipedrive and ServiceM8, automating your workflow.
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Practical ways you can use Pipedrive and ServiceM8
Track new ServiceM8 jobs in Pipedrive
When a new job is created in ServiceM8, Zapier automatically creates a corresponding deal in Pipedrive. This ensures business owners can manage and track all jobs within their sales pipeline seamlessly, leading to fewer missed opportunities and improved organization.
Business OwnerUpdate marketing pipeline with completed ServiceM8 jobs
When a new job is marked as completed in ServiceM8, Zapier triggers an update in Pipedrive to reflect the completion status. This keeps the marketing team informed about completed projects, allowing them to refine campaigns and focus on customer follow-ups for closed jobs, boosting efficiency.
Marketing & Marketing OpsLink new ServiceM8 clients to Pipedrive
When a new client is added in ServiceM8, Zapier automatically creates a new person in Pipedrive. This bridges systems for sales operations, simplifying client management and avoiding manual entry errors, so your database is always up-to-date.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Activity 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 - NoteRequired
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling