FAQs: ServiceM8 + HubSpot integration
Answers to the most common setup, billing, and sync questions.
FAQs
What does the integration do?
It connects ServiceM8 job management with HubSpot CRM. Contacts, jobs, and job updates sync automatically.
Can I sync past data?
Yes. You can run a one-time sync in the settings to import all existing ServiceM8 data.
Can HubSpot send data back into ServiceM8?
Yes, via a custom two-way setup. Contact us to enable it.
Can quotes be sent from HubSpot to ServiceM8?
Yes. HubSpot quotes can automatically create ServiceM8 jobs.
What types of reports can I create?
Job performance, sales by team, and marketing ROI dashboards.
What automations can I trigger?
Workflows for job creation, completion, or customer surveys.
Is there a free trial?
Yes — 14 days free, no billing until trial ends.
How do I cancel?
Uninstall via HubSpot and cancel in the Tradiate dashboard.