The job goes great. Then the customer disappears.
Your field software and HubSpot don’t talk
Jobs, estimates and invoices live in one system and marketing in another, so campaigns can’t see who you served.
A zap that keeps breaking
A basic Zapier setup that misses jobs, duplicates customers or stops without anyone noticing.
Unsold estimates go cold
Replacement quotes sit in your field software with no follow-up, so the biggest jobs are the ones you lose quietly.
Memberships that don’t renew
Service agreements expire because nobody reminds the customer until it’s too late.
Missed calls are missed jobs
After hours and at peak season, calls go to voicemail and customers book someone else.
Commercial accounts in a resi system
Property managers and businesses with many sites don’t fit a system built for households.
Two ways to connect your field software.
We’ve connected HubSpot to platforms like ServiceTitan and Zuper, using both approaches. The right one depends on your volume, your locations and whether anything needs to flow back into your field software.
Zapier, with custom code
Built on Zapier with coded steps, so it handles the logic a basic zap can't. Quick to launch and easy to maintain.
- Key events: new customers, booked and completed jobs, invoices
- Near-real-time, one way into HubSpot
- Best for a single location or moderate job volume
Custom API integration
A direct connection to your field software's API, built and monitored by us, for more data, more volume and two-way sync.
- Customers, locations, jobs, estimates, invoices, memberships, equipment and technicians
- Real-time, and two-way where it matters
- Best for multiple locations, high volume or commercial accounts
What lands in HubSpot
- Every customer and location, resi or commercial
- Job history, status and technician notes on the record
- Estimates that didn't close, ready for follow-up
- Memberships and renewal dates
- Equipment age and warranties, for replacement campaigns
Five questions, one recommendation.
Answer the first question to start. You'll get:
- Zapier with custom code, or a custom API
- Why, based on your answers
- How it’s priced
Connected to the tools your techs and office already use.
Every text, call and dispatch update lands on the customer record in HubSpot, so the office, the techs and marketing see the same history.
Field dispatch, connected
Whatever field service software you run. We’ve connected ServiceTitan and Zuper to HubSpot, so jobs, techs and status updates reach the customer record.
Texting that looks like your brand
Appointment reminders, on-the-way texts, review requests and replies through Sinch: SMS, MMS with photos, and RCS with your logo and a verified sender. Every message is logged in HubSpot.
Every call answered
An Aircall voice agent answers after hours and at peak season, books the job and logs the call in HubSpot, with a summary for your team.
Two kinds of customer, one CRM.
Most of our home services clients do both. Resi customers are households with a service history. Commercial accounts are companies with many sites, contacts and contracts. HubSpot handles both, if it's set up for it.
Households, not just contacts
Every home with its equipment, memberships and job history, so marketing follows the service calendar.
Accounts with many sites
Property managers, builders and businesses as companies with locations, contacts and service contracts.
Separate pipelines, one view
Resi and commercial sales run in their own pipelines, with reporting on each and on the whole business.
Everything around the job.
Field software synced to HubSpot
ServiceTitan, Zuper or your platform: customers, jobs, estimates, invoices and memberships, through Zapier with custom code or a custom API.
Memberships that renew
Renewal reminders by email and text, and alerts for your team before an agreement lapses.
Estimate follow-up
Unsold estimates start a follow-up sequence automatically, so replacement jobs don’t go cold.
Calls answered, day and night
An Aircall voice agent and HubSpot’s Customer Agent that answer, book and log every call.
Reviews after every job
A Sinch text asking for a review when the job closes, sent from HubSpot.
Resi and commercial pipelines
Households and multi-site accounts, each with its own pipeline and reporting.
Connect what you have.
Most home services portals we see have HubSpot and their field software side by side, not connected. Start there.
- Free instant auditConnect HubSpot read-only. See your Health Score, top issues and unused AI credits in minutes.
- Connect your field softwareServiceTitan, Zuper or another platform, through Zapier with custom code or a custom API, whichever fits your volume.
- Turn on follow-upEstimates, memberships and reviews running automatically from real job data.
- Keep it runningThe HubSpot Admin Subscription, from $2,500 a month, with the integration monitored daily.
Field software and HubSpot, working together.
We describe clients by what they do and keep their names private.
ServiceTitan and HubSpot, in sync
Customers and jobs from ServiceTitan flow into HubSpot through Zapier with custom code, so marketing and follow-up run on real service history.
ServiceTitan jobs in HubSpot in real time
A custom API replaced a limited Zapier setup, syncing job completions, technician notes, equipment and warranty records.
What you'll want to know.
Does HubSpot integrate with ServiceTitan or Zuper?
Yes. We've connected both to HubSpot. Customers, jobs, estimates, invoices and memberships sync into HubSpot, through Zapier with custom code or a custom API integration that we build and monitor.
Should we use Zapier or a custom API integration?
Zapier with custom code is quick to launch and fits a single location or moderate job volume, sending key events one way into HubSpot. A custom API integration fits multiple locations, high volume or commercial accounts, with real-time and two-way sync. The free tool on this page recommends one in five questions.
Can HubSpot handle residential and commercial customers together?
Yes, if it's set up for it. Households are tracked with their equipment, memberships and job history. Commercial accounts are companies with many sites, contacts and service contracts. Each runs in its own pipeline, with reporting on each and on the whole business.
How do you stop missed calls, cold estimates and lapsed memberships?
An Aircall voice agent answers after hours and at peak season, books the job and logs the call in HubSpot. Unsold estimates start a follow-up sequence automatically, and memberships get renewal reminders by email and text, with an alert to your team before an agreement lapses.
Talk it through in 15 minutes.
Fifteen minutes on your field software, your resi and commercial work, and what happens after the job. You’ll leave knowing which integration fits.