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Connect Pipedrive to ServiceM8

Use 6 documented Pipedrive triggers to run 24 documented ServiceM8 actions.

6 source triggers
24 target actions
Reverse direction supported

Why Connect Pipedrive & ServiceM8?

Start with a Pipedrive event

Choose from 6 documented triggers, including Deal Updated (Instant), Lead Updated (Instant), New Deal (Instant).

Run a ServiceM8 action

Send the event into one of 24 documented actions, such as Create Attachment, Create Badge, Create Category.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

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ServiceM8

Triggers (5)

New Client (Instant)

Emit new event when a new client is created.

webhook
New Form Response (Instant)

Emit new event when a new Form Response is created.

webhook
New Job (Instant)

Emit new event when a new job is created. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.

webhook
New Job Completed (Instant)

Emit new event when a job completes. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.

webhook
New Job Queued (Instant)

Emit new event when a job is queued. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.

webhook

Actions (24)

Create Attachment

Create an attachment. See the documentation

Create Badge

Create a badge. See the documentation

Create Category

Create a job category. See the documentation

Create Company

Create a company (client). See the documentation

Create Company Contact

Create a company contact. See the documentation

Create Job

Create a job. See the documentation

Create Job Activity

Create a job activity. See the documentation

Create Job Contact

Create a job contact. See the documentation

Create Job Material

Create a job material line. See the documentation

Create Job Payment

Create a job payment. See the documentation

Create Job Queue

Create a job queue. See the documentation

Create Note

Create a note. See the documentation

Create Staff Member

Create a staff member. See the documentation

Create Webhook Subscription

Create or update an object webhook subscription. See the documentation

Delete Attachment

Delete an attachment by UUID. See the documentation

Delete Badge

Delete a badge by UUID. See the documentation

Delete Category

Delete a category by UUID. See the documentation

Delete Company

Delete a company by UUID. See the documentation

Delete Company Contact

Delete a company contact by UUID. See the documentation

Delete Job

Delete a job by UUID. See the documentation

Delete Job Activity

Delete a job activity by UUID. See the documentation

Delete Job Contact

Delete a job contact by UUID. See the documentation

Delete Job Material

Delete a job material by UUID. See the documentation

Delete Job Payment

Delete a job payment by UUID. See the documentation

Integration Features

6 documented Pipedrive triggers
24 documented ServiceM8 actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported ServiceM8 to Pipedrive direction

Capability Examples

Pipedrive trigger → ServiceM8 action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

ServiceM8ServiceM8

Create Attachment

ServiceM8 trigger → Pipedrive action

Reverse direction
ServiceM8ServiceM8

New Client (Instant)

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and ServiceM8 accounts

2

Choose a Trigger

Select a documented Pipedrive event

3

Choose an Action

Select the documented ServiceM8 operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Pipedrive triggers.

Automated Actions

Run one of 24 documented ServiceM8 actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect ServiceM8 to Pipedrive for bidirectional automation

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All Pipedrive Integrations

Explore all available Pipedrive connections

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All ServiceM8 Integrations

Explore all available ServiceM8 connections

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