Custom workflow apps for field service teams. Build without developers — deploy in days.
🟠 HubSpot Integration
Zipflow and HubSpot together eliminate the wall between your field operations and your revenue teams. Automatically sync customer data, trigger deals from job completions, and keep your entire go-to-market motion powered by real field activity.
Request a DemoHubSpot is where your marketing campaigns, sales pipeline, and customer relationships live. Zipflow is where your field operations — installations, inspections, onboarding, and maintenance — get executed. Connecting the two means your HubSpot CRM is always populated with accurate, real-time field data without a single manual entry.
With Zipflow's HubSpot integration, your sales reps get instant notifications when a customer's installation is completed — a perfect trigger for a check-in call or renewal conversation. Marketing teams can segment contacts based on actual field outcomes, such as whether an onboarding was completed or a maintenance visit was recently performed. And customer success can track the health of every account using live field activity data.
In the other direction, HubSpot deal stage changes can kick off Zipflow workflows automatically — so when your sales team closes a deal, field coordinators are already briefed and the onboarding checklist is underway. Pair this with Zipflow's onboarding workflows and field service tools for a complete customer lifecycle experience from first touch to field completion.
When a field technician marks a Zipflow job as complete, automatically create a new HubSpot deal or advance an existing deal to "Closed Won." Sales teams are instantly notified and can begin post-installation follow-up, cross-sell campaigns, or warranty registration processes without any manual handoff.
Configure HubSpot to fire a webhook when a deal reaches "Contract Signed" or "Onboarding." Zipflow picks up the signal and automatically creates a structured onboarding workflow — assigning tasks, generating checklists, and scheduling field visits — so your team is mobilised the moment a deal is won.
When customers fill in Zipflow forms during onboarding or service visits, contact details — name, phone, address, equipment type — are automatically synced to HubSpot contacts. Duplicate checking ensures existing records are updated rather than recreated, keeping your CRM clean and accurate.
Every Zipflow interaction — inspection results, technician notes, photos attached to a job — can be posted as a HubSpot timeline activity on the relevant contact or company record. Customer success and account management teams get a complete picture of field activity directly inside HubSpot.
In Zipflow's Integration Settings, select HubSpot and click Connect. Authorise Zipflow to access your HubSpot portal using HubSpot's secure OAuth flow. Select the objects you want to sync — Contacts, Deals, Companies, and/or Timeline Events — and confirm permissions.
Use Zipflow's visual automation builder to define which workflow events trigger HubSpot actions. For each trigger, configure the HubSpot action type (create contact, update deal stage, log activity) and map the relevant data fields from Zipflow to their HubSpot equivalents.
Run a test submission to verify records appear correctly in HubSpot. Once validated, switch the integration to live. Zipflow's integration dashboard shows every sync event so you can monitor activity and troubleshoot any edge cases with full visibility.
Zipflow connects to HubSpot via its native API integration and Zapier. You configure triggers in Zipflow's visual builder — for example, when a job is completed, Zipflow can automatically create a HubSpot deal, update a contact, or log a timeline activity on the relevant company record.
Yes. Using HubSpot workflows and Zapier (or Zipflow's webhook listener), when a HubSpot deal advances to a specific stage — such as "Contract Signed" — it can automatically trigger a Zipflow onboarding or installation workflow, assigning field tasks to the right team members.
Yes. When a customer fills in a Zipflow form — during an onboarding checklist or service visit — those contact details can be automatically synced to HubSpot as a new contact or merged with an existing one, keeping your CRM data clean and current.
HubSpot integration is available on Zipflow's Business and Enterprise plans. For details on plan inclusions, visit our pricing page or contact [email protected] for a personalised quote.
Custom workflow apps for field service teams. Build without developers — deploy in days.