Services / ServiceTrade + HubSpot integration
ServiceTrade + HubSpot integration
When the job moves in ServiceTrade, the deal moves in HubSpot.
Your techs work in ServiceTrade and your sales team works in HubSpot. I connect the two so scheduled and completed jobs update the right deal, and your won revenue stays accurate.
DEAL STAGES FOLLOW THE JOB
wonwonwonwonWhat you get
What the integration does
Jobs matched to the right deal
Matching uses the ServiceTrade service request ID, so a job at a busy location never moves someone else's deal.
Stages that only move forward
Guarded workflows update the deal when a job is scheduled or completed, and only for the job types you choose.
Won revenue you can trust
Later job stages count as won, so revenue doesn't drop as work progresses.
Recurring revenue reporting
A live dashboard built from ServiceTrade data replaces recurring deals typed in by hand.
Built to keep costs down
You don't need to buy Operations Hub for this. I build it with the tools you already pay for.
Client build
Phoenix Industrial Cleaning: field jobs now move sales deals
Deals didn't move with the work, location matching moved the wrong deals, and Zapier was heading to more than double the plan. I rebuilt the match on the service request ID, fixed the won stages and moved the Zapier filters first.
FAQ
Questions
Do we need Operations Hub?
No. The Phoenix build runs on standard workflows and a lean Zapier setup.
What about our existing deals?
A backfill from the ServiceTrade API adds the service request ID to existing deals and jobs before anything goes live.
Get a fixed quote for your ServiceTrade sync
Book 30 minutes. Show me your pipeline and job types. You'll get a written scope and one price.