HubSpot Diamond Solutions Partner
HubSpot & ServiceM8 Integration: Automate Your Field Service Handoff
Eliminate the bottleneck between office sales and field execution. Automatically convert HubSpot deals into ServiceM8 jobs to ensure your crews have instant access to site details and requirements without manual data entry.
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Empower Your Field Crew
Your technicians shouldn't have to call the office for customer details. Integrating ServiceM8 with HubSpot ensures that the moment a job is won, the field team has the full context including site history and specific notes right on their mobile devices.
Instant Job Creation: Trigger a new Job in ServiceM8 populated with client data and site address immediately when a HubSpot deal is marked "Closed Won."
Smart Scheduling: Pre-populate job descriptions and priority levels from HubSpot deal properties, allowing dispatchers to schedule the right technician faster.
Contextual Handoffs: Push critical sales notes and photos directly into the ServiceM8 job diary so crews know exactly what was promised to the customer.
Your technicians shouldn't have to call the office for customer details. Integrating ServiceM8 with HubSpot ensures that the moment a job is won, the field team has the full context including site history and specific notes right on their mobile devices.
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.
Streamline Operations & Communication
The sales team shouldn't be the last to know a job is finished. This integration pushes field status updates back to the CRM, allowing your office staff to manage customer expectations and billing without interrupting the crew.
Real-Time Status Sync: Update the HubSpot Deal stage automatically when a job status changes in ServiceM8 (e.g., "Queued" to "Completed").
Automated Customer Updates: Trigger HubSpot email or SMS workflows to notify clients when a technician is en route or a job is complete, based on ServiceM8 triggers.
Review Generation: automatically send a feedback survey from HubSpot the moment a job is marked "Completed" in ServiceM8 to capture positive reviews instantly.
The sales team shouldn't be the last to know a job is finished. This integration pushes field status updates back to the CRM, allowing your office staff to manage customer expectations and billing without interrupting the crew.
Flexible, 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
Standard connectors often force you to change your workflow to fit the software. We take the opposite approach. We build the integration logic around your specific dispatching and service methodology, ensuring the sync facilitates your actual operations rather than hindering them.
- Bi-Directional & Uni-Directional Sync: We configure data to flow exactly how you need it whether that's a one-way push to dispatch a job or a two-way sync to keep client contact details updated in both systems.
- Real-time & Scheduled Syncs: For new job dispatching, we utilize webhooks to trigger actions instantly. For syncing completed job reports or invoice data, we can deploy scheduled batches.
- Custom Sync Logic & Triggers: We apply specific logic, such as only syncing deals with a specific "Service Type" to ServiceM8, while keeping "Product Only" sales in HubSpot.
- High-Volume Data Handling: Our architecture is designed to handle high volumes of jobs and client records, ensuring that your dispatch board stays in perfect sync with your CRM even during peak seasons.
Comprehensive Object & Field Mapping
We map your CRM architecture directly to your field service hierarchy.
HubSpot
ServiceM8
- Deal
- Contact / Company
- Deal Stage
- Line Items
- Property Address
- Deal Description
- Job / Work Order
- Client / Billing Contact
- Job Status / Queue
- Materials / Services
- Job Address / Site Location
- Job Description / Diary Note
- Deal Job / Work Order
- Contact / Company Client / Billing Contact
- Deal Stage Job Status / Queue
- Line Items Materials / Services
- Property Address Job Address / Site Location
- Deal Description Job Description / Diary Note
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
Yes. We can configure the integration to push photos taken in ServiceM8 (like "Before & After" shots) back to the HubSpot Deal file section or a custom property link.
Yes. If you prefer to quote in ServiceM8, we can sync approved quotes back to HubSpot as Deals. Conversely, we can turn a HubSpot Quote into a ServiceM8 Job upon acceptance.
We can map HubSpot's "Parent-Child" company structure or custom site address fields to ServiceM8's job location fields, ensuring the crew goes to the work site, not the billing address.
This is a managed integration solution. We configure the endpoints specifically for your workflow to ensure it handles your custom forms, specific badges, and unique business logic reliably.
Ready to Optimize Your Dispatch?
Don't let paperwork slow down your trucks. Let’s build a workflow that connects your sales team to your field technicians for seamless, efficient service delivery.
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