HubSpot + Zuper

Zuper plugs directly into HubSpot Sales Hub and Service Hub so your team can turn deals and tickets into scheduled, dispatched field jobs without leaving HubSpot. Every update from the field syncs in real time.

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One Connected Workflow, From Deal to Done

Zuper's HubSpot integration places a widget directly on your deal and ticket screens. Your reps convert a closed deal or service request into a field job with a click. No platform switching. No double entry. The right tech gets dispatched based on skill, location, and availability, and every update flows back to HubSpot automatically.

See It in Action

Watch how field service teams use Zuper + HubSpot to connect their sales, service, and field operations into one workflow.

What the Integration Actually Does

Schedule and dispatch from HubSpot.

A deal closes or a ticket comes in. Your rep opens the Zuper widget right on the HubSpot screen, picks the best available tech based on skills, proximity, and schedule, and dispatches them
No tab switching. No copy-pasting addresses

Schedule and dispatch interface showing technician availability calendar

Two-Way Sync, Always Current

Job notes, photos, status changes, and customer signatures captured in the field push straight to the HubSpot record
Your service reps see exactly what's happening on site without calling the tech. If a new rep takes over the ticket, the full history is already there

Two-way sync interface showing job gallery and status updates

Automated Customer Updates

Your customers get notified automatically when a tech is on the way, when the job status changes, and when the work is complete
Text or email. No one in your office has to remember to send them.

Customer notifications dashboard showing automated reminder settings

Estimates, Contracts, and Invoices

Generate and send digital estimates, contracts, and invoices from Zuper, and share them with customers for approval via text or email.
The paperwork follows the job, not the other way around.

Send email interface with roofing invoice template

HubSpot Handles the Before. Zuper Handles the After.

HubSpot is where your leads, contacts, deals, and support tickets live. Zuper is where those deals become scheduled jobs, dispatched crews, completed work, and collected payments. The integration keeps both sides talking.

HubSpot deal closing interface with Primary Information form

Zuper job cards showing dispatched roofing tasks

Field technician updating job status from mobile app

Completed job record with signatures and invoice synced to HubSpot

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Step 1

Deal Closes in HubSpot

A "Closed Won" deal or a service ticket triggers job creation in Zuper automatically, or your rep creates it manually from the widget.

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Step 2

Tech Gets Dispatched

Zuper assigns the right tech based on skill set, location, and availability. The tech gets all the job details on their mobile app before they leave.

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Step 3

Field Updates Sync Back

Job progress, notes, photos, and time logs from the field flow back to HubSpot in real time. Your office team and the customer stay informed at every step.

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Step 4

Job Complete, Record Complete

When the work is done, the full job record (including signatures, invoices, and customer feedback) lives in both platforms. Nothing falls through the cracks.