HubSpot + mfr - field service management

HubSpot + mfr - field service management integrations

Update customers in mfr - field service management when deal stages are updated in HubSpot

Keep your customer data seamlessly updated in your field service management system with this workflow. When a deal stage is updated in HubSpot, this automation will instantly create a new customer record in the mfr - field service management app. This ensures your field service management reflects the most current customer information, giving you peace of mind that you're always working with the latest data.

When this happens...
Updated Deal StageTriggers when a deal enters a specified stage.
TriggerPolling
automatically do this!
Create CustomerCreates a customer with a unique customer id in mfr.
ActionWrite

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More things you can do with HubSpot and mfr - field service management

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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Event Type
Trigger
Polling
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- Type
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Appointment Type
Trigger
Instant
Try It
New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request State
  Required
Trigger
Instant
Try It
- Service Request ID
  Required
- Current Owner Email
- Current Owner ID
Action
Write
- Customer Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- Original Service Request ID
  Required
- Follow-up Job Name
- Follow-up Job Description
- Job Template ID
- Service Request Type
- Clone Comments
- Clone Undone and Failed Steps
- Clone Items
- Clone All Steps
- Clone Documents
- Clone Tags
- Clone Open Appointments
- Project Id
- StartDateTime
- EndDateTime
- MFR Username
- Product List
Action
Write
- ItemType Name
  Required
- ItemType Id
  Required
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location Name
  Required
- Location Id
- Company Id
- Address
  Required
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Time Event Type
  Required
- Duration [Minutes]
- Start Date Time
- End Date Time
- Description
- Username of Technician
  Required
- Service Request ID
- Appointment ID
- Longitude
- Latitude
- Driving Distance
- Corrected Time
- External ID
- Is Approved
Action
Write
- Service Request ID
  Required
- Job Name
- Job Description
- Job State
- Current Owner Email
- Target Time (minutes)
Action
Write
- Filename
  Required
- File
  Required
Action
Write
- Company Id
- Company Name
Action
Search
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
New Customer
Triggers when new customer is created.
Trigger
Instant
Try It
New Job
Triggers when new job was created.
Trigger
Instant
Try It
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Appointment type
  Required
- Duration [Minutes]
  Required
- Start date time
  Required
- End date time
- Appointment description
- Username of techncian
  Required
Action
Write
- Customer First Name
  Required
- Customer Last Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Offer ID
- Service Request ID
- Note
Action
Write
- Job Id
  Required
- Report definition Code (e.g. R-212)
  Required
Action
Write
- Job Name
  Required
- Job Id
- Customer Id
  Required
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Filename
  Required
- File
  Required
- Job Id
  Required
Action
Write
- Service Request ID
  Required
- Start Date Time
- End Date Time
- Max Distance (km)
- Return Only Best Match
Action
Search
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest Id
  Required
Action
Search

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About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

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Create service locations in mfr - field service management for new contacts in HubSpot

Create new mfr - field service management customers from newly created or updated HubSpot contacts