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HubSpot & Formitize Integration: Automate Field Services and Sales
Ditch the clipboard and connect your field data to your growth engine. Sync smart forms, inspection reports, and job statuses directly to HubSpot to drive revenue without manual data entry
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Maximize Formitize for GTM Teams
Turn Paperwork into Process Power Formitize is brilliant for getting your technicians off paper and into the cloud, but that data shouldn't stay isolated in a field service app. Integrating with HubSpot ensures that every safety check, asset inspection, and signed proposal feeds into your Go-to-Market strategy. This gives your sales team visibility into what is actually happening on-site
Instant Job Creation: Automatically generate jobs in Formitize when a deal reaches a specific stage in HubSpot.
Asset Visibility: Give support teams a clear view of client assets and history without needing to log into the dispatch console.
Accelerated Invoicing: Trigger finance workflows immediately when a "Job Complete" status is logged in the field.
Turn Paperwork into Process Power Formitize is brilliant for getting your technicians off paper and into the cloud, but that data shouldn't stay isolated in a field service app. Integrating with HubSpot ensures that every safety check, asset inspection, and signed proposal feeds into your Go-to-Market strategy. This gives your sales team visibility into what is actually happening on-site
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.
Supercharge HubSpot with Field Intelligence
Fuel Marketing Automation with Inspection Data HubSpot is powerful, but it can't see what your technicians see—unless you integrate. By injecting Formitize data into HubSpot, you can trigger marketing based on real-world findings. If a technician notes a "High Risk" on a termite inspection, your CRM should know about it instantly
Smart Segmentation: Create lists based on specific form answers (e.g., "Roof age > 10 years") to send targeted replacement offers.
Automated Nurture: Trigger a "Maintenance Reminder" workflow 11 months after a service form is submitted.
Centralized Documentation: Automatically attach generated PDF reports from Formitize directly to the HubSpot contact timeline for easy access.
Fuel Marketing Automation with Inspection Data HubSpot is powerful, but it can't see what your technicians see—unless you integrate. By injecting Formitize data into HubSpot, you can trigger marketing based on real-world findings. If a technician notes a "High Risk" on a termite inspection, your CRM should know about it instantly
Flexible Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Our architecture handles the nuance of your specific forms, ensuring the right data lands in the right place.
- Bi-Directional & Uni-Directional Sync: Push new leads from HubSpot to Formitize for dispatch, and pull form data back for reporting.
- Real-time & Scheduled Syncs: Trigger updates instantly when a form is submitted, or batch sync completed jobs at the end of the day.
- Custom Sync Logic & Triggers: Only sync contacts when a "Quote Accepted" form is signed, keeping your CRM clean of unqualified leads.
- High-Volume Data Handling: Robust processing that manages heavy PDF attachments and complex form arrays without timing out.
Object & Field Mapping
Ensure your teams are speaking the same language. We map the critical data points that drive your business.
HubSpot
Formitize
- Contacts
- Deals (Pipelines)
- Companies
- Custom Properties
- Attachments / Files
- Clients / Contacts
- Jobs / Leads
- Accounts / Parent Clients
- Smart Form Fields
- Generated Form Reports (PDFs)
- Contacts Clients / Contacts
- Deals (Pipelines) Jobs / Leads
- Companies Accounts / Parent Clients
- Custom Properties Smart Form Fields
- Attachments / Files Generated Form Reports (PDFs)
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
Zapier is useful for simple triggers but often fails with complex form arrays or heavy PDF file transfers. Our integration can parse specific answers within a multi-page form and map them to discrete HubSpot properties, something standard Zaps struggle to do
Yes. We can extract specific data points from your Formitize smart forms—like "Model Number" or "Inspection Result"—and map them directly to custom fields in HubSpot for reporting and segmentation.
Absolutely. We can configure the sync to automatically upload the finished PDF report from Formitize and attach it to the corresponding Contact or Deal record in HubSpot.
Yes. Unlike many native connectors that only "listen" for new events, we can perform an initial migration to ensure your past clients and job histories are populated in HubSpot.
Ready to Go Paperless and Seamless?
Don't let valuable field data die in a filing cabinet or a disconnected app. Whether you need to automate follow-ups based on inspection results or simply keep your contact lists in sync, we can help. Let's build a solution that fits your workflow.
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