CRM-ServiceM8-MYOB Integration Expert Needed

@OutsourceMan

⭐⭐⭐⭐⭐ CnELIndia and Raman Ladhani can lead the end-to-end integration of HubSpot, ServiceM8, and MYOB, ensuring ServiceM8 acts as the primary field data capture tool while HubSpot becomes the source of truth for reporting. We can implement automated job tracking in HubSpot by pulling live status and quoting information from ServiceM8 using APIs or a dedicated connector like Tradiate, ensuring real-time visibility. Job value and revenue synchronization will map ServiceM8 quoted and invoiced amounts to HubSpot deal properties for accurate pipeline reporting. MYOB job costing data will be integrated into HubSpot to calculate true profit margins directly within dashboards, leveraging your existing Power BI setup for validation. Workflow automation will ensure HubSpot “Won” deals trigger ServiceM8 jobs and completed jobs update HubSpot automatically, reducing manual data entry. We recommend a hybrid approach: Tradiate for structured syncs and Make for custom automation where needed, with an estimated setup timeframe of 4–6 weeks. Our team has successfully executed multi-platform integrations, combining accounting, CRM, and field management systems for seamless operational efficiency.

@Feriver

Hello, I have experience integrating ServiceM8, MYOB, and CRM systems for seamless field and finance operations. For your setup, I can implement a workflow where ServiceM8 remains the operational source, HubSpot acts as the reporting hub, and MYOB feeds true job costing back into HubSpot. This includes: * Syncing ServiceM8 job status and assigned staff into HubSpot deals * Pulling quoted and invoiced amounts to calculate pipeline and deal value * Importing actual costs from MYOB for accurate profit margin reporting * Automating deal-to-job creation (HubSpot → ServiceM8) and job completion updates (ServiceM8 → HubSpot) Given your Power BI connection, we can leverage existing data pipelines while ensuring real-time HubSpot dashboards. Middleware options like Make (Integromat) are effective for this triad; for more robust or high-volume use, a dedicated connector like Tradiate may be preferred. Client Clarification Questions: 1. Do you require historical job data to be backfilled into HubSpot, or only live/ongoing updates? 2. Are all MYOB cost fields already standardized for automated mapping to HubSpot, or will data cleaning be needed? Thanks, Asif

@HiraMahmood4072

Hello, I have over 7 years of experience in Power BI, Accounting, Data Management, Xero, Bookkeeping, and MYOB. I have carefully reviewed the requirements for your project regarding integrating CRM (HubSpot), Job Management (ServiceM8), and Accounting (MYOB). To achieve the integration seamlessly, I propose the following approach: 1. Utilize a middleware like Zapier or a dedicated connector like Tradiate to establish a three-way integration between HubSpot, ServiceM8, and MYOB. 2. Develop custom workflows to automate the synchronization of job data, job values, revenue, and costing information between the platforms. 3. Implement real-time updates so that changes in one system reflect accurately across all integrated platforms. 4. Ensure data consistency and accuracy by setting up validation checks and error handling mechanisms. I believe that this solution will streamline your field operations, enhance sales tracking, and provide you with a comprehensive overview of job performance and profitability. I would like to discuss this project further with you. Please connect with me via chat to explore the details and finalize the implementation plan. You can visit my profile for more information: https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@Aaleen110

Optimizing the flow between ServiceM8 and MYOB is a specialized task that goes beyond simple data syncing; it’s about ensuring field data reflects accurately in your financial reporting without manual intervention. I have successfully implemented similar end-to-end automation for high-volume service businesses, focusing on reducing administrative overhead by eliminating the double-handling of invoices and customer records. My background in field service workflows allows me to understand exactly how a job moves from a lead in your CRM to a dispatched work order in ServiceM8, and finally, a reconciled invoice in MYOB, ensuring no data is lost in transition while maintaining a clear audit trail. My technical strategy centers on building a robust synchronization layer using native connectors or custom API hooks to ensure real-time visibility across your stack. I will map your custom fields from the CRM into ServiceM8 so technicians have full site history and client preferences on-site, then configure the automated triggers for MYOB to generate finalized invoices the moment a job status changes. This includes setting up automated tax code mapping and inventory tracking to maintain ledger integrity and prevent financial discrepancies between systems. I also prioritize implementing an error-handling mechanism so any sync failures are caught immediately, ensuring your financial reporting remains clean, accurate, and fully auditable. To tailor this, are you using a specific CRM like Pipedrive or Salesforce, or focusing on ServiceM8’s internal lead management? Do you require historical data migration, or are we starting fresh for new operations? I’m available for a brief chat to discuss your specific field workflows and how we can best eliminate those manual bottlenecks—let me know when you are free to connect and align on the technical requirements for this integration.

@techplusintl

Hi, I understand you need help integrating ServiceM8, HubSpot, and MYOB to streamline your field operations and sales tracking. I can set up a system where ServiceM8 acts as the primary tool for job information, while HubSpot serves as the source of truth for tracking and reporting. I have experience with three-way integrations and can automate job tracking, revenue syncing, and costing data retrieval. I can also ensure that workflows trigger appropriately between HubSpot and ServiceM8. Could you clarify if you have any specific preferences for middleware or connectors? Also, do you have any existing API access set up for these platforms? I invite you to chat or share more details so we can get started. Thanks!

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Accounting, CRM, MYOB, Bookkeeping, Xero, Data Analysis, Power BI, Automation, API Integration, Data Management and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@Hubready

Hello!, I am a Florida-based senior software engineer with extensive experience in CRM and accounting integrations. I carefully read your project description regarding integrating ServiceM8 with MYOB to streamline your field operations, and I believe I can help you achieve your goals effectively. With over 15 years in software engineering, I have successfully handled similar projects, focusing on creating seamless workflows and automated solutions. My expertise in API integration, data management, and automation will ensure a robust and efficient system for your needs. Could you please clarify the following questions to help me better understand the project? 1. What specific functionalities are you looking to integrate between ServiceM8 and MYOB? 2. Are there any existing systems or data formats that I should be aware of to ensure compatibility during the integration? I suggest a phased approach to accomplish this project, starting with an assessment of your current tech stack, followed by designing the integration plan, and finally implementing and testing the solution to ensure it meets your requirements. I look forward to discussing this further and helping you streamline your operations. -James

@swatijain5558

Hello there, I am excited about the opportunity to assist you in integrating your tech stack to optimize field operations and sales tracking. Your vision of leveraging HubSpot, ServiceM8, and MYOB to streamline job tracking, costing, and reporting aligns perfectly with my expertise. By automating job tracking in HubSpot, syncing job values from ServiceM8, and pulling costing data from MYOB, we can create a seamless workflow that enhances efficiency and provides valuable insights for your business. Let's work together to achieve your goal of a cohesive and data-driven operational system. Regards, CA. Swati Jain, CPA | Indian CA & CS

@Sazzymain9

Hello, I have carefully reviewed your project requirements for integrating CRM (HubSpot), Job Management (ServiceM8), and Accounting (MYOB) systems to streamline field operations and sales tracking. With my expertise in CRM integration, MYOB, and data management, I can help you achieve your goal of having ServiceM8 as the primary tool for job information while using HubSpot for tracking and reporting. I have experience in three-way integrations between these platforms and can recommend the best approach for your specific needs. I can set up automated job tracking, sync job values, pull costing data from MYOB, and implement workflow automation to enhance efficiency. I look forward to discussing further details and collaborating on this project. Please review my portfolio for samples of my previous work. Thank you.

@rezamahi

With my extensive experience in data analysis, management, and integration, I am confident that I am the perfect fit for your CRM-ServiceM8-MYOB integration needs. Not only have I executed several complex three-way integrations before but successfully solved similar pain points like the one you’re facing. To integrate your tech stack effortlessly, we won't have to start from scratch as you mentioned having already connected SM8 and MYOB data to Power BI. This would make it much simpler for us to leverage its capabilities during the integration process. I have a deep understanding of systems such as HubSpot, ServiceM8, MYOB as well as skills in using middleware like Zapier or Make which should significantly expedite the project. Furthermore, as a seasoned Data Analyst, I greatly appreciate the value of clean, well-structured data, and understand how vital it is for meaningful analytics and decision making. By syncing the total quoted and invoiced values from ServiceM8 to HubSpot Deal properties and incorporating MYOB costing data into HubSpot, I will ensure you get a comprehensive solution which will enable your team to make better decisions than ever. Plus my prowess in developing powerful dashboards via Power BI will provide you with beautiful visualizations to understand your job status easily. Let's work together on this project. I assure you that not only do I have the technical capabilities but also the commitment and professionalism needed for its success.

@webmasters486

Hi there, I’ve reviewed your project and understand you want HubSpot to become the central reporting system while ServiceM8 remains the operational tool for field work and MYOB supplies the financial truth for costing. The goal is to automatically sync job status, quoted and invoiced values, and actual cost data so HubSpot dashboards clearly show revenue, job progress, and real profit margins for each deal. I can implement a reliable three way integration using ServiceM8, HubSpot, and MYOB APIs with orchestration through Make to keep everything synchronized. When a deal is marked Won in HubSpot it will automatically create a job in ServiceM8, job status updates will sync back to HubSpot in real time, and quoted or invoiced totals will populate HubSpot deal properties. Costing data from MYOB can also be pulled into HubSpot so each job displays true profitability directly inside your reporting dashboards. The automation will include proper field mapping, error handling, and clear documentation so your team can extend it later. Since you already have ServiceM8 and MYOB feeding Power BI, we can structure the integration to avoid disrupting your current reporting pipeline while strengthening HubSpot as the operational source of truth. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486

@abdf2010

Hey, I liked your project, CRM-ServiceM8-MYOB Integration Expert Needed and believe I can help you with the project. With my background in Accounting, CRM, MYOB, I'm confident I can meet your requirements. Would be glad to go over specifics if you're interested.

@workwithsubarna

Hi, this is a very achievable integration and your stack (ServiceM8 + HubSpot + MYOB) can be connected in a reliable workflow. The best approach is to make HubSpot the central system, with ServiceM8 handling field job data and MYOB providing financial and costing data. Job creation, status updates, quoted value, and invoiced totals from ServiceM8 can sync into HubSpot deals, while costing data from MYOB can be mapped back to HubSpot properties to calculate true profit margins directly in your dashboards. For this setup, I recommend Make (since you already have an account) rather than Zapier. Make allows more flexible multi-step scenarios, API calls, and better control for a three-way integration like this. It can handle triggers such as Deal Won → Create Job in ServiceM8, and Job Completed → Update HubSpot deal, along with syncing quoted/invoiced values and pulling costing data from MYOB. I’ve worked on similar multi-system integrations before. A typical implementation like this usually takes 4–7 days, including mapping fields, testing automations, and validating the data flow so reporting in HubSpot remains accurate. Since you already have SM8 and MYOB feeding Power BI, that existing structure will make the data mapping much easier.

@mugencodes

Hello, I am Jayabrata Bhaduri, a Project Manager with a skilled team specializing in Automation, API Integration, and customization based on project requirements. I have reviewed your project description and understand your need to integrate CRM (HubSpot), Job Management (ServiceM8), and Accounting (MYOB) systems efficiently. Our team can seamlessly integrate these platforms to streamline field operations and sales tracking. We will ensure that ServiceM8 captures job information while HubSpot acts as the central reporting hub. I propose a call to discuss the specifics further and provide a tailored solution for your integration needs. Let's explore the best approach for your three-way integration and determine the optimal setup to meet your objectives effectively. Looking forward to discussing this project in more detail. Regards, Jayabrata Bhaduri

@matheussilva114

Hi there, THE CHALLENGE is ensuring seamless integration between HubSpot, ServiceM8, and MYOB to optimize field operations and sales tracking. The complexity lies in syncing real-time job data, job values, revenue, costing data, and automating workflows effectively. This project requires expertise in setting up intricate data connections, establishing a reliable flow of information between platforms, and ensuring accurate reporting within HubSpot. I have experience in handling similar multi-platform integrations and can recommend the most suitable approach based on your specific requirements. By leveraging my technical skills and problem-solving abilities, I will work diligently to overcome any hurdles that may arise during the integration process, ensuring a smooth and efficient system that meets your needs. Regards, Matheus

@anangf52

My rate is $15 AUD Per Hour, I keep business operations systems structured and synchronized across CRM, job management, and accounting platforms. I can help integrate HubSpot, ServiceM8, and MYOB so job data, sales tracking, and financial information stay connected and clearly visible. This allows ServiceM8 to remain the primary tool for capturing on-site job activity while HubSpot becomes the central source of truth for tracking job progress, deal values, and reporting. I can also configure automation workflows using tools like Make to ensure job status updates, quoted values, and invoiced amounts from ServiceM8 sync directly into HubSpot deal properties. This includes triggering a ServiceM8 job when a HubSpot deal is marked as won and updating the HubSpot record automatically when the job is completed. I work comfortably with structured operational data and reporting systems, including setups already connected to Power BI.

@geethasekar1995

I am a senior developer of ASP.NET Core MVC & CMS & ASP.NET & Java with over 8 years of experience in software development. I am an expert on windows and web development using C#, VB.NET, VB6, ASP.NET, Entity Framework, Spring Boot. I work with ASP.NET, Core, MVC, Web API, WebServices, WCFServices, Webform, SQL Server, MongoDB, MySQL, Crystal Report, RDLC, SSIS, SSRS, HTML, CSS, Javascript, TypeScript, Jquery, AJAX, Angular, TFS, SVN, Github, GitLab, Azure, Plesk,Power BI, ETL, Etc Mobile - Andriod native java, Flutter, Kotlin, Xamarin I use the Repository Pattern, Onion Architecture, Domain-Driven Design Architecture & Dependency Injection Design Pattern. I follow the SOLID principle. When working on a project with you, I like to keep in touch so we both have a clear understanding of our needs and vision of the project we are creating together. I deliver a quality product on time and on budget. Client satisfaction is my main goal.

@vasylklymiu

Hi, I would like to grab this opportunity and will work till you get 100% satisfied with my work. I just applied after read your job posting carefully and I believe that I am good fit to your project. I'm a serious bidder. I will satisfy you with my high skills! I am an expert which have 8+ years of experience on Accounting, CRM, MYOB, Bookkeeping, Xero, Data Analysis, Power BI, Automation, API Integration, Data Management I will work on your project hard with full time. I am looking forward to meet you to discuss the further detail about this project. Looking forward to hearing from you. Thank You

@vitaliih3

Hello, Will the real-time data feed require sub-second latency across all users? Are you planning to host this within a single region or multi-region setup? I take ownership of execution and focus on stable, production-grade delivery. Communication will be direct and efficient. Let’s align on the details and move forward. Best regards, Vitalii