How can I use Tradiate to automate workflows in HubSpot?
Learn how job updates, quotes, and contacts can trigger HubSpot automations.
Quick Start Summary
Tradiate enables HubSpot workflows to react automatically to job status changes, contact updates, or new ServiceM8 data.
Using the App in HubSpot
Once installed, Tradiate adds timeline events to HubSpot contacts whenever a ServiceM8 job is created or updated.
These events can trigger:
- Customer emails (“Your job is complete”)
- Internal alerts (“New job assigned”)
- Task creation for sales or service reps
Common Automations
| HubSpot Hub | Example Automation | Outcome |
|---|---|---|
| Sales Hub Pro | Task created when job is completed | Sales follow-up |
| Marketing Hub Pro | Email when quote accepted | Faster conversions |
| Service Hub Pro | CSAT survey after job complete | Quality feedback |
💡 Tip: Combine Tradiate with HubSpot workflows and lists for advanced segmentation (e.g., job type or region).