FieldGenius × HubSpot: from deal to scheduled job

Using HubSpot as your CRM? FieldGenius connects seamlessly to HubSpot so contacts, deals and tickets flow into your schedule automatically. Your sales team and dispatchers stop retyping data.

Using HubSpot as your CRM? FieldGenius connects seamlessly to HubSpot so contacts, deals and tickets flow into your schedule automatically. Your sales team and dispatchers stop retyping data.

The pain points we solve

Sales and operations siloed

Deals in HubSpot and work orders elsewhere means duplicate entry and lost context.

Tickets left hanging

Support tickets don't immediately become scheduled jobs.

How FieldGenius handles this

Automatic synchronization

Contacts, companies and deals flow through to FieldGenius, and updates go back the other way.

From ticket to schedule

Every new ticket in HubSpot can automatically trigger a job proposal in FieldGenius.

Relevant features

OAuth connection

Secure connection through the official HubSpot API, no password sharing.

Field mapping

Custom properties in your HubSpot instance can be mapped.

Webhook triggers

Real-time updates via webhooks on deal or ticket changes.

Frequently asked questions

Do you work with HubSpot Sales, Service and Marketing?

The integration supports Sales Hub and Service Hub. Marketing Hub is optional for lead flow.

Can we use custom properties?

Yes. Custom properties from HubSpot can be mapped onto FieldGenius fields.

What happens with duplicate contacts?

The sync uses email as primary key and provides rules for merging duplicates.