HubSpot Diamond Solutions Partner
HubSpot & Service Autopilot Integration: Drive Growth from the Front Lawn to the Back Office
Connect your field service operations with your customer growth engine to automate lead capture and retention.
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Optimize Field Operations and Logistics
Service Autopilot is the command center for lawn care, cleaning, and pest control businesses, handling the "boots on the ground" complexity that general CRMs miss. By integrating with HubSpot, you ensure that the operational data generated by your crews drives your broader business strategy.
Smart Dispatching: Sync new client details from HubSpot directly to Service Autopilot, allowing operations to instantly optimize routes and assign crews based on density.
Mobile Estimating: Push field-generated estimates from the Service Autopilot mobile app into HubSpot Deals, giving sales managers visibility into what crews are quoting on-site.
Job Proof: Use "Job Complete" status updates and photos from Service Autopilot to trigger customer satisfaction surveys or payment requests via HubSpot.
Service Autopilot is the command center for lawn care, cleaning, and pest control businesses, handling the "boots on the ground" complexity that general CRMs miss. By integrating with HubSpot, you ensure that the operational data generated by your crews drives your broader business strategy.
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.
Nurture Leads into Loyal Service Contracts
HubSpot excels at the "before and after" of the service call—capturing interest and retaining loyalty. Integrating with Service Autopilot ensures that your marketing team knows exactly when to upsell a seasonal service or ask for a referral based on actual job history.
Review Automation: Automatically enroll clients in a "Google Review" workflow in HubSpot the moment a job is marked complete in Service Autopilot.
Seasonal Cross-Selling: Segment lists based on Service Autopilot service history (e.g., "Mowing Clients without Snow Removal") to send hyper-targeted seasonal offers.
Lead Lifecycle Management: Track the source of your most profitable field contracts by attributing Service Autopilot revenue back to HubSpot marketing campaigns.
HubSpot excels at the "before and after" of the service call—capturing interest and retaining loyalty. Integrating with Service Autopilot ensures that your marketing team knows exactly when to upsell a seasonal service or ask for a referral based on actual job history.
Flexible and Robust 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
We build middleware that respects these nuances, ensuring that a homeowner with three rental properties is mapped correctly and that seasonal holds don't break your CRM data.
- Bi-Directional & Uni-Directional Sync: Push qualified leads from HubSpot to Service Autopilot for scheduling, and write back lifetime value data to HubSpot for reporting.
- Real-time & Scheduled Syncs: Trigger instant "New Lead" alerts for fast dispatching while scheduling nightly batches for invoice reconciliation.
- Custom Sync Logic & Triggers: Filter syncs based on service type or territory, ensuring your commercial sales team sees only commercial accounts.
- High-Volume Data Handling: Efficiently process thousands of daily job completion events and invoice updates without hitting API rate limits.
Comprehensive Object and Field Mapping
We ensure every piece of critical data, standard or custom, has its place in your connected Hubspot Service ecosystem.
HubSpot
Service Autopilot
- Contacts
- Companies
- Deals
- Custom Objects (Properties)
- Products / Line Items
- Clients / Leads
- Commercial Accounts
- Estimates / Opportunities
- Service Locations
- Services / Packages
- Contacts Clients / Leads
- Companies Commercial Accounts
- Deals Estimates / Opportunities
- Custom Objects (Properties) Service Locations
- Products / Line Items Services / Packages
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
We map HubSpot "Lifecycle Stages" to Service Autopilot status. A "Marketing Qualified Lead" in HubSpot syncs as a "Lead" in SA; once a job is scheduled, the status updates to "Client" in both systems.
Yes. We trigger a HubSpot workflow based on the "Job Complete" status in Service Autopilot. You can even add a delay (e.g., 2 hours after the crew leaves) to ensure the timing is perfect.
Absolutely. We map HubSpot Parent/Child Company structures to Service Autopilot’s Client/Property hierarchy, ensuring billing and service addresses are kept distinct.
Yes. When an estimate is created in Service Autopilot, we sync the specific services (e.g., "Weekly Mowing," "Mulching") to HubSpot Deal Line Items for accurate revenue forecasting.
We use email addresses and property addresses as unique identifiers. If a homeowner requests a quote via a HubSpot form, we check Service Autopilot first to update an existing record rather than creating a duplicate.
Ready to Streamline Your Service Business?
Your crews are experts at the job; don't let their hard work get lost in a spreadsheet. Let's build a bridge between Service Autopilot and HubSpot that organizes your operations, automates your growth, and keeps your trucks moving efficiently.
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