HubSpot + ServiceM8

Create new HubSpot companies from new ServiceM8 clients

Streamline your workflow between ServiceM8 and HubSpot with this efficient automation. Whenever you add a new client in the ServiceM8 app, a company will automatically be created for them in HubSpot. This saves you time and ensures uniformity in client data across both platforms. Turn tedious tasks into a smooth process and focus more on growth and customer satisfaction.

Streamline your workflow between ServiceM8 and HubSpot with this efficient automation. Whenever you add a new client in the ServiceM8 app, a company will automatically be created for them in HubSpot. This saves you time and ensures uniformity in client data across both platforms. Turn tedious tasks into a smooth process and focus more on growth and customer satisfaction.

  1. When this happens...
    ServiceM8ServiceM8
    New Client

    Triggers when a new Client is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Company

    Creates a Company in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category

    Trigger
    Instant
    Try It
    • Customer Name

    • Job StatusRequired

    • Job Address

    • Billing Address

    • Job Description

    • Purchase Order Number

    • Work Completed

    • Job Contact First Name

    • Job Contact Last Name

    • Job Contact Phone

    • Job Contact Mobile

    • Job Contact E-Mail Address

    • Billing Contact First Name

    • Billing Contact Last Name

    • Billing Contact Phone

    • Billing Contact Mobile

    • Billing Contact E-Mail

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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