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Tradiate Sync with ServiceM8

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Tradiate Sync with ServiceM8

Integrate ServiceM8 with HubSpot with a 2-way integration, allowing…

Desarrollado por
T&H Digital
Instalaciones
Más de 60 instalaciones
Inicia sesión para instalarRequiere suscripción a Tradiate Sync with ServiceM8
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Rising

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Requisitos

Plan de HubSpot
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Tipo de acceso
Shared
Suscripción: Tradiate Sync with ServiceM8
Suscripciones: Standard o Standard

Vista general

Tradiate connects HubSpot and ServiceM8 so your sales and field teams stay in sync from first lead to final invoice.


For most trade and service businesses, sales happen in HubSpot while jobs and quotes live in ServiceM8 creating gaps, double entry, and lost context. Tradiate bridges that gap with real-time two-way synchronisation.


When a deal is created or a quote is accepted in HubSpot, a job is automatically generated in ServiceM8, complete with every detail — client information, addresses, notes, photos, and documents. As the work progresses, updates, attachments, and completion data flow back into HubSpot.


Inside HubSpot, you can:

  • See full client and job history, including timeline activity and job notes.

  • Build live reports and dashboards showing job volume, revenue, and performance.

  • Use HubSpot’s marketing automation to nurture and re-engage customers.

  • Keep both systems clean, consistent, and always up-to-date.

With Tradiate, you get a complete view of every customer and job without switching systems. Connect sales, operations, and reporting, and turn your job data into insights that drive growth.

Características

Real-Time Two-Way Sync

Keep HubSpot and ServiceM8 perfectly aligned. Tradiate automatically syncs customer details, notes, photos, and documents both ways — so sales, operations, and field teams always work from the same up-to-date information. No double entry. No errors.

Automatic Job Creation

The moment a quote is accepted in HubSpot, Tradiate instantly creates a corresponding job in ServiceM8 — complete with every detail. Contacts, addresses, descriptions, and attachments flow seamlessly, letting your field teams start work without delay.

Full Customer Visibility

Get a complete view of your client’s journey inside HubSpot. See every job, invoice, and update in one place — from first enquiry to completed work — helping you deliver a consistent, professional experience for every customer.

Live Progress Tracking

Stay informed at every stage. Job status updates, photos, and completion notes from ServiceM8 sync back to HubSpot automatically, giving your team real-time visibility into job progress, changes, and outcomes.

ServiceM8 Jobs Data in CRM Cards

View ServiceM8 job status in HubSpot in our custom CRM card on the right hand side of any contact record.

Performance Dashboards

Turn job data into insights. Build custom HubSpot reports showing job volume, revenue, and turnaround times to measure team performance and marketing ROI — all powered by live ServiceM8 data.

Easy Setup, Instant Results

Connect HubSpot and ServiceM8 in minutes. Tradiate is built to work straight out of the box, with minimal setup and no technical headaches — so you can start syncing and scaling right away.

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

ServiceM8 Companies

Empresas

Empresas

ServiceM8 Contacts

Contactos

Contactos

ServiceM8 Jobs

Eventos

Eventos

Valoraciones

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Esta aplicación requiere uno de los planes de suscripción de Tradiate Sync with ServiceM8.

Standard

45 AUD

/mes

Fits most businesses

  • 14-day free trial

  • Straightforward monthly rate

  • Sync ServiceM8 and HubSpot

  • 24hr support

  • Free setup

  • Cancel anytime

Standard

45 AUD

/mes

Fits most businesses

  • 14-day free trial

  • Straightforward monthly rate

  • Sync ServiceM8 and HubSpot

  • 24hr support

  • Free setup

  • Cancel anytime

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 02/12/2025

Más información

Desarrollado por
T&H Digital
Instalaciones
Más de 60 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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