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    ~10 min total

    Service IQ Integration

    HubSpot Setup Guide

    Connect Service IQ to your HubSpot CRM to keep customers, projects, jobs, and contractors in sync.

    Overview

    Service IQ integrates with HubSpot using a Marketplace-based OAuth connection. Once connected, Service IQ automatically manages required permissions, properties, and relationships. No Private App, API keys, or manual scope configuration is required.

    The integration supports bi-directional synchronization and provides full visibility into sync activity through built-in logs.

    1
    1 min

    Prerequisites

    Before connecting Service IQ to HubSpot, confirm the following:

    • You have HubSpot Professional or Enterprise
    • HubSpot Projects is enabled in your portal (required for syncing Jobs)
    • You have permission to install Marketplace apps in HubSpot

    HubSpot Projects Required

    Projects is required for syncing Jobs from Service IQ. If Projects is not available, the Jobs → Projects sync will be disabled and surfaced in the UI.
    2
    2 min

    Install from the HubSpot Marketplace

    The quickest way to connect Service IQ to HubSpot.

    • Go to the Service IQ listing in the HubSpot Marketplace.
    • Click "Install app".
    • Review the requested permissions and click "Connect app".
    • Select the HubSpot account you want to connect.
    • You will be redirected back to Service IQ once the connection is complete.

    Automatic Property Provisioning

    After installation, Service IQ automatically provisions required properties in HubSpot. This may take a few moments. Refresh the page if properties are still loading.
    3
    1 min

    Review the HubSpot Integration Dashboard

    Navigate to Settings → HubSpot in Service IQ.

    At the top of the page, you'll see:

    • Connection status
    • Last sync timestamp
    • Counts for Customers, Jobs, and Contractors synced
    • Action buttons for "Pull from HubSpot" and "Initial Sync"

    Control Center

    Use this page as your primary control center for the integration.
    4
    1 min

    Enable Two-Way Sync

    Activate automatic synchronization between Service IQ and HubSpot.

    • In the Overview tab, toggle "Enable Two-Way Sync" to ON.
    • This activates automatic synchronization between Service IQ and HubSpot.

    Automatic Sync

    When enabled, changes are synced automatically every 10 minutes.
    5
    2 min

    How Data Syncs Between Service IQ and HubSpot

    Understanding the entity relationships.

    Customers → CompaniesTwo-way sync
    • • Name, phone, address, notes, and mapped properties stay aligned
    • • Service IQ automatically creates a unique Service IQ ID property in HubSpot
    Jobs → HubSpot ProjectsTwo-way sync
    • • Jobs sync to HubSpot's native Projects object
    • • Includes title, description, status, priority, dates, and location
    • • Requires HubSpot Projects to be enabled

    Plan Requirement

    If your HubSpot plan does not include Projects, you'll see an upgrade notice in this tab.
    Contractors → Companies and ContactsDual Mapping
    • • Contractors sync as both a HubSpot Company and a related HubSpot Contact
    • • A static relationship type "Contractor" is applied automatically
    • • Associations between Company and Contact are created and maintained by Service IQ
    6
    2 min

    Review Field Mappings & Run Initial Sync

    Configure mappings and push your existing data to HubSpot.

    • Review mappings in each tab (Customers, Jobs, Contractors).
    • Some mappings are automatic and locked to ensure data integrity.
    • Optional fields can be mapped to existing HubSpot properties.
    • Click "Initial Sync" at the top of the HubSpot Integration page.
    • Progress and results appear in Sync Logs.

    No Manual Property Creation

    You do not need to create properties manually. Service IQ creates and manages required fields automatically.

    One-Time Setup

    Initial Sync is only required once to push all existing Service IQ data to HubSpot.
    7

    Sync Logs and Troubleshooting

    Monitor sync activity and resolve common issues.

    Sync Logs Tab

    The Sync Logs tab shows:

    • • Every sync operation
    • • Direction (Service IQ → HubSpot or HubSpot → Service IQ)
    • • Status (Success or Error)
    • • Entity and timestamp

    This is the first place to check if something doesn't look right.

    Common Issues

    Jobs not syncing?

    Confirm HubSpot Projects is enabled. Check your HubSpot plan level.

    Fields showing "Loading"?

    Property provisioning may still be in progress. Refresh the page after a few moments.

    Data not updating automatically?

    Ensure "Enable Two-Way Sync" is turned on. Confirm Automatic Sync is active.

    If issues persist, review Sync Logs or contact support.

    Pulling Data from HubSpot

    Use "Pull from HubSpot" to import data into Service IQ:

    • HubSpot Companies and Contacts can be imported as Customers
    • Contacts are routed based on relationship type:

    • Employee → Customer

    • Contractor → Contractor

    Use Case

    This is useful if HubSpot is your system of record and you want to populate Service IQ.

    Need Help?

    For help with setup or troubleshooting, contact our support team.

    support@fieldserviceiq.ai

    Contact Support