Introducing Tradiate

Streamline Your Business: Connect ServiceM8 and HubSpot Like Never Before

Tradiate brings ServiceM8 and HubSpot Together in Real-Time

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OUR CLIENTS


Start-ups, Scale-ups and (Very) Large Businesses

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You're in good company

Why Use HubSpot and ServiceM8

Generate comprehensive reports, remove manual data entry and finally understand everything about your business in one place.

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Inconsistent Data

Without integration, data across ServiceM8 and HubSpot can become inconsistent. Essential details like jobs, contacts, and client data may not match across the platforms, leading to confusion and potential mistakes.

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Time-consuming Data Transfer

Manually transferring data from ServiceM8 to HubSpot is not only tedious but also takes up valuable time that could be better spent on more strategic tasks. Moreover, it puts your data at risk of human error during the transfer process.

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Double Entry

The absence of a bridge between ServiceM8 and HubSpot often means double data entry. The same job details, contact information, and other crucial data must be entered twice, creating redundant work and leaving more room for errors.

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Fragmented Customer Experience

The lack of integration can result in a fragmented customer experience. When your customer data isn't synced across platforms, you risk delivering inconsistent communication and service, impacting customer satisfaction and loyalty.

We understand these challenges. That's why we created Tradiate - the solution to bridge the gap between ServiceM8 and HubSpot, offering seamless data synchronization for improved efficiency, accuracy, and business growth.

Our solution

Our app offers a robust, user-friendly solution for seamless data synchronisation between ServiceM8 and HubSpot. It is purpose-built to eliminate data inconsistencies, reduce manual effort, and dramatically save time spent on data transfer.

With Tradiate, say goodbye to double entry and hello to an efficient, streamlined workflow. Our tool ensures your job details, contacts, client data, and more are always in sync across both platforms, leading to improved accuracy and productivity.

Beyond simplifying your daily operations, Tradiate empowers faster decision-making with real-time data syncing. No more waiting for updates or missing out on time-sensitive opportunities. With Tradiate, your business can respond quickly and effectively, boosting your competitive edge.

Additionally, Tradiate is geared to enhance your customer experience. Our synchronization tool ensures your teams have consistent and up-to-date customer data at their fingertips, enabling more personalized and efficient communication and service.

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How It Works

Using Tradiate to streamline your ServiceM8 and HubSpot integration is a simple and straightforward process. Here's how it works in three easy steps:

01

Connect Your Accounts

Firstly, you'll need to link your ServiceM8 and HubSpot accounts with Tradiate. Our secure and encrypted connection ensures your data is always safe during this process. You can do it yourself or ask us to help you.

02

Set Your Preferences

Once your accounts are connected, you can customize your data sync preferences in Tradiate. Choose which types of data you want to sync (jobs, contacts, clients, etc.), set the frequency of synchronization, and map fields between ServiceM8 and HubSpot for seamless data alignment.

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Automate and Sync

With everything set, HubM8 will automatically sync the data between ServiceM8 and HubSpot based on your settings. You can monitor the sync status anytime within the Tradiate dashboard.

And voila! Your ServiceM8 and HubSpot integration is now streamlined, automatic, and efficient, thanks to Tradiate. Say goodbye to manual data entry and hello to enhanced business operations.

 

Choose your Plan

Pricing options

$45 AUD
Monthly
Start my trial
  • 14-day free trial
  • Straightforward monthly rate
  • Sync ServiceM8 and HubSpot
  • 24hr support
  • Free setup
  • Cancel anytime
$432 AUD
Yearly
Start my trial
  • 14-day free trial
  • Save 20%
  • Sync ServiceM8 to HubSpot
  • 24hr support
  • Free app updates
  • Free setup
  • Cancel anytime
From $500 AUD (one-time fee)
Custom

+ $50 AUD / month

Contact us
  • Customise Tradiate to fit your specific business needs
  • Enable 2-way integration
  • Build comprehensive reports in HubSpot

Read our Setup Guide

Pricing

Free Forever, when you sign up now

Use the code 'FREE' upon checkout to get a lifetime free subscription. It's that simple. Offer ends 15 November 2023.

FAQs

Can I synchronise past jobs & contact data

Yes, in the app settings you can easily do a one-time update from ServiceM8 to HubSpot to ensure all the data in HubSpot is consistent with what you have in ServiceM8

Can we enable a HubSpot to ServiceM8 data flow?

Yes. This is part of our customisation options. To make this happen, we need to discuss what your process is and what fields you want to send to ServiceM8. Just fill out the form below to enquire.

Can quotes be sent from HubSpot to ServiceM8

Yes, you can create quotes in HubSpot and send them to ServiceM8 upon acceptance of a job by your customer.

What type of reports can we generate?

With all the data collected by ServiceM8 and HubSpot, you can build comprehensive reports and dashboards in HubSpot. Below are a few examples:

  • Number of jobs accepted by day/week/month
  • Number of jobs completed by day/week/month
  • Total value of jobs completed by day/week/month
  • Total jobs sold by salesperson
  • Marketing channel ROI (eg. Google Ads, Instagram, Facebook...) to show what channels give you return on investment
  • Find your highest value customers
  • ... and many more! 
What automations can we trigger?

Triggering automations depends on your HubSpot subscription. 

With Sales Hub Pro, you can create automated alerts for the sales team whenever a job has been completed, follow-up emails after sending a quote, automated tasks to the sales team and many more.

With Marketing Hub Pro, you can go further in sending automated emails to your customer for up-sell, cross-sell and nurturing flows. You can also create re-engagement or sunset flows using the data from the ServiceM8 jobs.

With Service Hub Pro, you can send Customer Satisfaction Surveys and NPS surveys to understand the quality of your field technicians.

Does it help segmentation?

Yes. By combining HubSpot and ServiceM8 data, you can easily create segments such as:

  • Recently completed jobs
  • Quotes with no answer
  • Lost jobs
  • Highest spend customers
  • Jobs completed last year
  • and many more!
How can we set it all up?

As a HubSpot Partner we can help you customise HubSpot the right way. From creating automations, dashboards or sending marketing campaigns, or even team training, feel free to ask! 

TreeKing

Case Study

Learn how we helped Tree King in New Zealand with a deep integration between HubSpot and ServiceM8 to give them the tools to sell, deliver and measure like never before.

Read More
HubSpot & SM8


Why HubSpot and ServiceM8 are better together

In this blog post, we explain why integrating HubSpot and ServiceM8 is a no brainer for any services business.

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Customise Tradiate

Customise Tradiate to fit your specific business needs