Pipedrive and ServiceM8 integration
Won in Pipedrive, on the job board in ServiceM8
CRM Connector keeps Pipedrive persons and ServiceM8 clients the same both ways, and turns every won Pipedrive deal into a ServiceM8 work order. Sell in Pipedrive, schedule in ServiceM8, and the job board fills itself once a sale is made.
- Official sign in for both
Clients both ways, won deals into work orders
At a glance
Clients stay the same on both sides, and won deals arrive as work orders.
What syncs
- ClientsBoth ways
- Won deals into work ordersOne way
Good to know
- Unique client names
ServiceM8 client names are unique, so a taken name gets the email, else the phone, else the Pipedrive record id added in brackets.
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 Pipedrive or ServiceM8 leads when the same record changed in both since the last sync.
Options for Pipedrive and ServiceM8
- Everyone, customers only or leads only
- Only persons with a Pipedrive label you pick
- Only deals won from a date you pick
- Only deals above an amount you pick
Record by record
What syncs between Pipedrive and ServiceM8
Which Pipedrive field matches which ServiceM8 field, and what each change does.
Fields- First nameBoth waysContact first name
- Last nameBoth waysContact last name
- OrganizationWhen createdClient name
- Primary emailBoth waysContact email
- Primary phoneBoth waysContact mobile
- Postal address, or the organization'sWhen createdAddress
- Won dealsEach works it outHas completed jobs
- LabelsOnly in PipedriveNot in ServiceM8
It happens in Pipedrive, 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, email or phone changes
The same change is made to the ServiceM8 client on the next sync.
The organization or address changes later
Not carried: the company name and address reach ServiceM8 when the client is created.
- Labels that follow the money, only when you switch them on: the Pipedrive person gets the label "Job completed" once a job of the ServiceM8 client is completed. Contacts must flow into Pipedrive, so they sync both ways when Pipedrive is the source.
FAQ
Questions about Pipedrive 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.
Yes, when you choose the stage rule. A deal won on or after your start date becomes a ServiceM8 work order for the same client, with its value as one material line. Open and lost deals stay in Pipedrive.
No. ServiceM8 leads the work once the deal is won; nothing flows back into Pipedrive's deals.
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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 Pipedrive and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.