
Tradiate Sync with ServiceM8
제작자 - T&H Digital
설치 - 설치 수 70개 이상
평가 5
(2)
요구 사항
HubSpot 요금제 HubSpot 계정 권한 - 필수 계정 권한 보기
액세스 유형 공유됨 Tradiate Sync with ServiceM8 구독 - Standard 또는 Standard 플랜
개요
1/8 - Demonstration video of the Tradiate app showing how HubSpot and ServiceM8 connect in real time. The video walks through the process from a new lead in HubSpot, to a job automatically created in ServiceM8, to completion and reporting in HubSpot dashboards. Highlights two-way sync, automatic job creation, live updates, and performance insights.
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.
기능

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.
앱 기능
공유 데이터
![]() ServiceM8 Contacts | ||
![]() ServiceM8 Companies | ||
![]() ServiceM8 Jobs |
리뷰
- 2026년 7월 22일
원활한 통합 덕분에 많은 시간을 절약할 수 있었을 뿐만 아니라 영업 및 마케팅 프로세스도 개선되었습니다.
ServiceM8에서 HubSpot으로 기업, 연락처, 거래 내역을 수동으로 추가하던 방식에서 벗어나면서, 마케팅 및 영업 팀의 업무 시간이 크게 단축되었습니다. 자동화 도입 이후, 생산성을 추적하고 전략 개선 방안에 대한 통찰력을 제공하는 보고서를 작성할 수 있게 되었습니다. 이제 성사되지 않은 거래가 있는 고객을 대상으로 마케팅 활동을 펼칠 수 있게 되었는데, SM8만으로는 성사되지 않은 작업에 대한 후속 조치 옵션이 없기 때문입니다.
마케팅 및 영업 프로세스를 분석하고 개선하는 데 활용할 수 있는 신뢰할 수 있는 정보가 제공됩니다. SM8의 기업 및 채용 정보는 영업 담당자에게 배정되어, 해당 담당자가 거래 내역과 활동을 모니터링할 수 있습니다.
생각나는 건 없네요. 통합 결과에 매우 만족하고 있습니다.
Alvarez, O.
가격 책정
Standard
AU$45
/월Fits most businesses
14-day free trial
Straightforward monthly rate
Sync ServiceM8 and HubSpot
24hr support
Free setup
Cancel anytime
Standard
AU$45
/월Fits most businesses
14-day free trial
Straightforward monthly rate
Sync ServiceM8 and HubSpot
24hr support
Free setup
Cancel anytime
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.12.02.