HubSpot Diamond Solutions Partner
HubSpot & Kickserv Integration: Unify Field Service and Sales Growth
Connect your field operations directly to your revenue engine. Seamlessly sync qualified leads to scheduled jobs, automate follow-up marketing based on service history, and give your dispatchers visibility into high-value customer details without double entry.
Get Your Free HubSpot Consultation + Claim The 2025 CRM Growth Playbook Instantly for FREE
Discover how top companies use their CRM to power marketing, sales & growth. No spam. No sales pitch. Just expert insights from certified HubSpot professionals.
(Offer valid for Limited Time Only)
Empower Your Field Technicians
Your technicians live in Kickserv, but they need the context stored in HubSpot to upsell and serve effectively. This integration ensures that every new lead captured in marketing flows immediately into your operations workflow.
Instant Job Creation: Automatically push "Closed-Won" deals from HubSpot into Kickserv as new Jobs or Opportunities, eliminating manual re-entry errors.
Enriched Customer Context: Sync detailed notes and property data from HubSpot to Kickserv, ensuring technicians arrive on-site knowing exactly what the customer needs.
Status Updates: Push job status changes (e.g., "In Progress," "Completed") from the field back to the office instantly, keeping dispatchers aligned with reality.
Your technicians live in Kickserv, but they need the context stored in HubSpot to upsell and serve effectively. This integration ensures that every new lead captured in marketing flows immediately into your operations workflow.
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.
Automate Your Post-Service Marketing
The integration unlocks the full potential of HubSpot by feeding it completed job data, transforming a one-time service call into a lifetime customer relationship.
Review Automation: Trigger a HubSpot email workflow asking for a Google Review the moment a job is marked "Completed" in Kickserv.
Smart Re-engagement: Create active lists of customers who haven't booked a service in 6 months, using Kickserv job history to drive seasonal maintenance campaigns.
Revenue Attribution: Track which marketing campaigns (managed in HubSpot) actually resulted in paid invoices in Kickserv, giving you true ROI visibility.
The integration unlocks the full potential of HubSpot by feeding it completed job data, transforming a one-time service call into a lifetime customer relationship.
Robust Data Synchronization
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Native connectors often struggle with the difference between a "Lead" and a "Job." We design a sync architecture that respects your specific service workflow, ensuring data flows logically between sales and operations without cluttering either system.
- Bi-Directional & Uni-Directional Sync: Push new web leads to Kickserv for scheduling, or pull invoice history back to HubSpot for account management.
- Real-time & Scheduled Syncs: Trigger instant notifications when an estimate is approved, while batching historical customer data to keep records consistent.
- Custom Sync Logic & Triggers: Define rules to only sync "Residential" jobs to a specific HubSpot pipeline while keeping commercial contracts separate.
- High-Volume Data Handling: Efficiently manage thousands of historical job records and contact updates without slowing down your dispatch board.
Comprehensive Object Mapping
Connect every job to the right customer record.
HubSpot
Kickserv
- Contacts
- Companies
- Deals
- Line Items
- Quotes
- Custom Properties
- Customers / Contacts
- Service Locations
- Opportunities / Jobs
- Charges / Tasks
- Estimates
- Custom Fields
- Contacts Customers / Contacts
- Companies Service Locations
- Deals Opportunities / Jobs
- Line Items Charges / Tasks
- Quotes Estimates
- Custom Properties Custom Fields
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.'
Check Out Our Case Studies
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
HubSpot Is the Platform. We Make It Perform
Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience
Frequently Asked Questions
We typically map HubSpot Deals to Kickserv Opportunities. When an Estimate is created in Kickserv, we can sync that back to the HubSpot Deal stage to reflect "Quote Sent."
Yes. We can update a custom property on the HubSpot Deal or Contact record (e.g., "Last Invoice Status: Paid") so sales reps know if a client is in good standing before booking new work.
Indirectly, yes. Data pushed to the Kickserv web platform is immediately available to techs on the mobile app. Updates they make in the field sync back to Kickserv, and then to HubSpot.
We map HubSpot Child Companies or Deal locations to Kickserv Service Locations, ensuring that the work is attached to the correct physical address, not just the billing contact.
Ready to Optimize Your Field Ops?
Don't let your service data get lost in the shuffle between sales and dispatch. Let's build a bridge between Kickserv and HubSpot that automates your busy work and grows your bottom line. We'll design a sync strategy that works as hard as your technicians do.
Book Your HubSpot Discovery Call!