Connect HubSpot and ServiceM8 to power AI-driven automation

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Start with a template that brings HubSpot and ServiceM8 together. Build enterprise-grade automation in minutes.

Our most popular template

Add new ServiceM8 clients to HubSpot
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ServiceM8 + HubSpot
Create new HubSpot deals from new ServiceM8 jobs
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ServiceM8 + HubSpot
Create or update HubSpot contacts when ServiceM8 jobs are completed
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ServiceM8 + HubSpot
Create ServiceM8 jobs when new or updated HubSpot companies are detected
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HubSpot + ServiceM8
Create ServiceM8 clients from new or updated HubSpot companies
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HubSpot + ServiceM8
Create ServiceM8 clients from new HubSpot contacts
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HubSpot + ServiceM8

Add new ServiceM8 clients to HubSpot

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ServiceM8 + HubSpot

Create new HubSpot deals from new ServiceM8 jobs

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ServiceM8 + HubSpot

Create or update HubSpot contacts when ServiceM8 jobs are completed

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ServiceM8 + HubSpot

Create ServiceM8 jobs when new or updated HubSpot companies are detected

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HubSpot + ServiceM8

Create ServiceM8 clients from new or updated HubSpot companies

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HubSpot + ServiceM8

Create ServiceM8 clients from new HubSpot contacts

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HubSpot + ServiceM8

Create jobs in ServiceM8 for new companies added in HubSpot
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HubSpot + ServiceM8
Create new HubSpot deals whenever jobs are queued in ServiceM8
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ServiceM8 + HubSpot

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate HubSpot with ServiceM8 - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Create Client" in ServiceM8.

You’re connected!

Zapier seamlessly connects HubSpot and ServiceM8, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Properties to Retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Event Type
Trigger
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- Type
Trigger
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job Status
  Required
- 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

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

For AI agents & developers

Use HubSpot and ServiceM8 with AI agents and code

Beyond Zap workflows. Call HubSpot and ServiceM8 actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose HubSpot and ServiceM8 actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Update Contact Subscription Preferences
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

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Typescript

Call from code with the Zapier SDK

Trigger HubSpot and ServiceM8 actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* hubspot / servicem8 action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use HubSpot and ServiceM8

Create new jobs from HubSpot deals

When a deal is created or updated in HubSpot, Zapier creates a new corresponding job in ServiceM8. This automation ensures Business Owners can streamline job creation, avoiding manual entry, reducing errors, and saving time for efficient job management. The result is quicker onboarding of new work and better visibility of incoming projects.

Business Owner

Try it

Record staff additions from HubSpot updates

Keep ServiceM8 staff records in sync with HubSpot. When a new HubSpot contact is added or updated, Zapier creates a corresponding staff entry in ServiceM8. IT teams benefit from this automation as it eliminates duplication and ensures accurate staff data across systems.

Try it

Log form submissions as new clients

Zapier logs a new client in ServiceM8 whenever a new form submission occurs in HubSpot. This automation helps Marketing Ops keep track of potential leads turned into client opportunities, fostering clean segmentation and improving lead-to-client conversion monitoring.

Marketing & Marketing Ops

Try it

Learn how to automate HubSpot on the Zapier blog

Learn how to automate ServiceM8 on the Zapier blog

Make work flow with AI

Level up your HubSpot to ServiceM8 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about HubSpot + ServiceM8 integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and ServiceM8

Can I automate the transfer of contact information from HubSpot to ServiceM8?

Yes, you can automate the transfer of contact information using specific triggers in HubSpot and actions in ServiceM8. For example, when a new contact is created in HubSpot, an action can trigger to add this contact directly into ServiceM8, ensuring your team has the latest client details.

How do I ensure job updates in ServiceM8 are reflected in HubSpot?

To keep your systems synchronized, set up a trigger for job status updates in ServiceM8. This can initiate an action to update the relevant records or deals within HubSpot. Our integration supports mapping fields so that essential information flows seamlessly between platforms.

Is it possible to create tasks in HubSpot based on ServiceM8 job completions?

Absolutely, by setting up a trigger on job completion events in ServiceM8, you can automatically create corresponding tasks or follow-ups within HubSpot. This ensures that your sales team is alerted and can proceed with any client engagement activities needed post-job completion.

What types of data synchronizations are supported between HubSpot and ServiceM8?

We support various data synchronizations such as contacts syncing from HubSpot to clients in ServiceM8, jobs and appointments updates from ServiceM8 reflecting as notes or tasks in HubSpot, and ticketing information flowing between both systems.

Can I schedule follow-up emails in HubSpot after a service completion noted in ServiceM8?

Yes, once a service is marked complete in ServiceM8, you can trigger an action to schedule follow-up emails through HubSpot. This helps maintain consistent communication with clients post-service delivery without manual intervention.

Do changes made manually get updated during automated sync processes?

Generally, manual changes should synchronize during our automated sync processes if mapped correctly. It's important to ensure field mappings are properly configured so that when changes occur either manually or automatically in one system, they reflect accurately across both platforms.

Are there any limitations when integrating forms from HubSpot with tasks on ServiceM8?

While most form submissions from HubSpot can be configured to generate tasks or actions within ServiceM8 automatically, complex forms with custom fields may require additional configuration steps to ensure all data maps correctly into the task workflows on ServiceM8.

About HubSpot

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Intercom

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

iFormBuilder

Forms & Surveys

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Forms & Surveys

Connect HubSpot and ServiceM8 to power AI-driven automation

Launch your first automated workflow

Add new ServiceM8 clients to HubSpot

Create new HubSpot deals from new ServiceM8 jobs

Create or update HubSpot contacts when ServiceM8 jobs are completed

Create ServiceM8 jobs when new or updated HubSpot companies are detected

Create ServiceM8 clients from new or updated HubSpot companies

Create ServiceM8 clients from new HubSpot contacts

Add new ServiceM8 clients to HubSpot

Create new HubSpot deals from new ServiceM8 jobs

Create or update HubSpot contacts when ServiceM8 jobs are completed

Create ServiceM8 jobs when new or updated HubSpot companies are detected

Create ServiceM8 clients from new or updated HubSpot companies

Create ServiceM8 clients from new HubSpot contacts

Create jobs in ServiceM8 for new companies added in HubSpot

Create new HubSpot deals whenever jobs are queued in ServiceM8

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use HubSpot and ServiceM8 with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use HubSpot and ServiceM8

Create new jobs from HubSpot deals

Record staff additions from HubSpot updates

Log form submissions as new clients

Learn how to automate HubSpot on the Zapier blog

How to integrate ChatGPT with HubSpot

How to use Zapier's HubSpot Salesforce integration

How to integrate Hubspot with Gmail

Learn how to automate ServiceM8 on the Zapier blog

5 ways to automate ServiceM8 with Zapier

Make work flow with AI

Frequently Asked Questions about HubSpot + ServiceM8 integrations

Connect HubSpot to ServiceM8 on the world's largest no-code automation platform