HubSpot and ServiceM8 integration
Won in HubSpot, on the job board in ServiceM8
CRM Connector keeps HubSpot contacts and ServiceM8 clients the same both ways, and turns HubSpot deals into ServiceM8 jobs, or ServiceM8 jobs into deals, in the direction you pick. Sales and the field look at the same work without retyping it.
- Official sign in for both
Contacts both ways, deals and jobs the way you pick
At a glance
Contacts stay the same on both sides, and deals and jobs travel in the direction you pick.
What syncs
- ContactsBoth ways
- Deals and jobsOne way, you pick
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether HubSpot or ServiceM8 leads when the same record changed in both since the last sync.
Options for HubSpot and ServiceM8
- Everyone, customers only or leads only
- Only the HubSpot lifecycle stages you tick
- Only the ServiceM8 job categories you tick
Record by record
What syncs between HubSpot and ServiceM8
Which HubSpot field matches which ServiceM8 field, and what each change does.
Fields- Company nameBoth waysClient name
- First nameBoth waysContact first name
- Last nameBoth waysContact last name
- EmailBoth waysContact email
- Phone numberBoth waysContact mobile
- Street addressBoth waysAddress line 1
- Not in HubSpotOnly in ServiceM8Address line 2
- City, state or region, postal codeBoth waysCity, state, postcode
- CountryBoth waysCountry
- Lifecycle stageEach works it outHas completed jobs
- Original sourceOnly in HubSpotNot in ServiceM8
It happens in HubSpot, then in ServiceM8
A new contact
- Looked for in ServiceM8 on the contact email.
- Updated when found, otherwise created as a client with its contact person.
Name, company, email, phone, address and country change
The same change is made to the ServiceM8 client on the next sync.
FAQ
Questions about HubSpot and ServiceM8?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts both ways, and deals and jobs one way in the direction you pick: a HubSpot deal becomes a ServiceM8 work order, or a ServiceM8 job becomes a HubSpot deal. Invoices and quotes are not offered between these two.
Yes. With HubSpot as the source a won deal completes the ServiceM8 job; with ServiceM8 as the source a completed job moves the deal to won. A completed ServiceM8 job is never reopened.
Ask your AI assistant
Ask ChatGPT or Claude about HubSpot and ServiceM8
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to HubSpot and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.