I’m trying to figure out how to get billing contact details from servicem8 using their API or Zapier integration. I know there’s a way to access job contact info, but that’s not what I need.
Here’s my situation: I work with landlords a lot, and I need to add their info to my Hubspot CRM. The problem is, when I pull data from servicem8, it gives me the tenant’s details instead of the landlord’s.
For example, if I’m adding a new client to Hubspot from servicem8, I don’t want the tenant’s contact info (which is what the job contact details show). I need the landlord’s info, which should be in the billing contact details.
Has anyone figured out how to access these billing contact details through the API or Zapier? It would make my workflow so much smoother if I could grab this info directly. Any tips or workarounds would be super helpful!
Having dealt with a similar issue, I can confirm that accessing billing contact information through servicem8’s API or Zapier integration isn’t straightforward. A workaround I’ve found effective is utilizing custom fields within servicem8 for landlord details. This method requires manual data entry, but it allows for precise information retrieval.
Another approach worth considering is implementing a middleware solution. This could involve creating a script that pulls data from servicem8, processes it to extract the required billing information, and then pushes it to Hubspot. While this requires some development work, it offers a more automated and scalable solution in the long run.
Alternatively, you might explore third-party integration platforms that offer more advanced data manipulation capabilities than Zapier. These could potentially bridge the gap between servicem8’s limitations and your specific needs for Hubspot integration.
yo, i feel ur pain! i ran into this too. what worked 4 me was makin a custom field in servicem8 for landlord info. its a bit of a hassle to fill out but it does the trick. then u can pull that field into hubspot. not perfect but gets the job done til servicem8 steps up their game!
I’ve worked with servicem8 and CRM integrations for a while now, and I understand your challenge. Despite a few workarounds, there’s no straightforward way to fetch billing contact information directly via the API or through Zapier. In my experience, setting up a custom field specifically for landlord or billing details in servicem8 has helped bridge the gap. While it requires some upfront effort and consistency in data entry, it has allowed me to map the relevant data to my CRM, ensuring that the correct contact details are transferred.