HubSpot Diamond Solutions Partner
HubSpot + FieldAware Integration: Connect Your Field Team to Your CRM
Stop wondering what happens after you close a deal. Connect FieldAware's field service data to HubSpot to see the full customer lifecycle, automate service ops, and drive upsells.
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Empower Your Field Teams with HubSpot Data
Give your technicians and dispatchers the context they need before they arrive on-site. By syncing crucial HubSpot data to FieldAware, your field team transforms from a cost center into a revenue-driving force.
See a customer's sales history, contract level, and open service tickets directly in the FieldAware mobile app.
Identify high-value clients or recent upsell opportunities right from the job details.
Reduce manual data entry by automatically creating new customer sites in FieldAware when a deal closes in HubSpot.
Trigger automated job creation in FieldAware based on a customer's "Closed-Won" status in HubSpot.
Give your technicians and dispatchers the context they need before they arrive on-site. By syncing crucial HubSpot data to FieldAware, your field team transforms from a cost center into a revenue-driving force.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn Field Service Data into a Marketing Engine
Your HubSpot platform is missing the most valuable customer data: what happens in the field. Our integration pipes job statuses, technician notes, and asset data from FieldAware back into HubSpot, unlocking powerful marketing and sales insights.
Sync completed job reports and technician notes from FieldAware to the HubSpot activity timeline for a 360-degree customer view.
Automate "how-to" guides or upsell emails in HubSpot based on newly installed or serviced assets tracked in FieldAware.
Build workflows that send review requests or satisfaction surveys the moment a job is marked "Complete" in FieldAware.
Use field service data to segment your customers for hyper-relevant marketing (e.g., "Customers with equipment > 5 years old").
Your HubSpot platform is missing the most valuable customer data: what happens in the field. Our integration pipes job statuses, technician notes, and asset data from FieldAware back into HubSpot, unlocking powerful marketing and sales insights.
A Flexible Sync Architecture Built for Service Ops
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard connectors can't handle the messy reality of field service. We build your sync logic around your actual workflows, from an emergency dispatch to a scheduled preventative maintenance run.
- Bi-Directional & Uni-Directional Sync: Keep customer site information and contact details aligned in both systems, or send "read-only" work order details from FieldAware to HubSpot for reporting.
- Real-time & Scheduled Syncs: Instantly update a HubSpot deal when a field tech identifies an upsell, or run a nightly sync of all parts used and job hours for dashboarding.
- Custom Sync Logic & Triggers: Create rules that fit your needs. Sync a job only when its status is "Completed," or trigger a task for a sales rep only when a tech notes a "Competitor Sighting."
- High-Volume Data Handling: We easily manage thousands of work orders, customer sites, and service assets, ensuring your data is reliable even during your busiest seasons.
Comprehensive Object and Field Mapping
We map the data that matters, connecting your sales pipeline directly to your service delivery.
HubSpot
FieldAware
- Companies
- Contacts
- Deals
- Tickets
- Products / Assets
- Activities
- Customers
- Customer Contacts
- Opportunities / Quoted Jobs
- Work Orders / Jobs
- Equipment / Assets
- Job Notes / Tasks
- Companies Customers
- Contacts Customer Contacts
- Deals Opportunities / Quoted Jobs
- Tickets Work Orders / Jobs
- Products / Assets Equipment / Assets
- Activities Job Notes / Tasks
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Our solution is custom-built for your business. We map custom fields, handle complex job/asset relationships, and build bi-directional logic that off-the-shelf tools can't.
Yes. We can perform a one-time data migration to pull historical job, asset, and customer data from FieldAware into HubSpot for a complete customer view.
Absolutely. We can build a trigger that automatically creates a new customer site and a new "Install" job in FieldAware as soon as a deal is marked "Closed-Won" in HubSpot.
We sync key HubSpot data (like contract status or customer notes) to custom fields in FieldAware, making it visible to technicians in their mobile app.
We use unique identifiers, like a Customer ID or domain name, to match and de-duplicate records, ensuring a single source of truth.
See Your Integrated Field Service Data in Action
Stop letting valuable field data sit in a silo. Schedule a discovery call to see how a unified HubSpot and FieldAware system can improve efficiency, drive new revenue, and create happier customers.
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