An automated workflow using integromat
Connects HubSpot + ServiceM8
Create ServiceM8 jobs for new HubSpot CRM contacts
About this workflow template
This automation scenario allows you to connect HubSpot and ServiceM8
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and ServiceM8 can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch CRM Objects in HubSpot
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Then this action happens in ServiceM8
Create a Job in ServiceM8
Creates a new job.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ServiceM8 jobs for new HubSpot CRM contacts.
Part I
Configure Applications
First, we need to connect HubSpot and ServiceM8 to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect ServiceM8 to Make.com.
Give Make.com access to your ServiceM8 account, using ServiceM8 credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).
Then set up an Action for ServiceM8
Choose this action: Create a Job (Creates a new job.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and ServiceM8.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create ServiceM8 jobs for new HubSpot CRM contacts!
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create job
Creates a new job.
actionbyzapierpabbly-connectCreate client
Creates a new client.
actionbyzapierCreate a client
Creates a new client.
actionbyintegromatintegratelyCreate a job
Creates a new job.
actionbyintegromatintegratelyCreate a job contact
Creates a new job contact.
actionbyintegromatDelete a client
Deletes a specific client by id.
actionbyintegromat
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
