An automated workflow using integromat
Connects Pipedrive + ServiceM8
Create ServiceM8 clients from Pipedrive CRM persons
About this workflow template
This automation scenario allows you to connect Pipedrive 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
Pipedrive and ServiceM8 can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Persons in Pipedrive
Triggers when a new person is added or updated.
Then this action happens in ServiceM8
Create a Client in ServiceM8
Creates a new client.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ServiceM8 clients from Pipedrive CRM persons.
Part I
Configure Applications
First, we need to connect Pipedrive and ServiceM8 to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive 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 Pipedrive
Choose the following trigger: Watch Persons (Triggers when a new person is added or updated.).
Then set up an Action for ServiceM8
Choose this action: Create a Client (Creates a new client. ).
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 Pipedrive 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 clients from Pipedrive CRM persons!
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
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
Pipedrive alternatives
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.
