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Set up your first integration
Quickly connect HubSpot to ServiceTrade with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with ServiceTrade - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Asset to Location" in ServiceTrade.
You’re connected!
Zapier seamlessly connects HubSpot and ServiceTrade, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and ServiceTrade
Link HubSpot form submissions to ServiceTrade locations.
Centralize location data collected from HubSpot forms. When a form is submitted in HubSpot, Zapier will create a new location in ServiceTrade. This workflow reduces manual data transfer efforts, improves accuracy, and accelerates setup times for new client locations.
ITTrack job updates in ServiceTrade to HubSpot.
Keep project stakeholders in the loop seamlessly. When an existing job in ServiceTrade is updated, Zapier automatically creates or updates a deal in HubSpot, keeping sales and project data aligned. This ensures better cross-team visibility and can shorten response times by centralizing updates.
Project ManagementSync new HubSpot deals as ServiceTrade jobs.
Avoid missing crucial details when a new deal is closed. When a new deal is created in HubSpot, Zapier creates a corresponding job in ServiceTrade. This integration ensures that contract execution is streamlined, improving operational efficiency and data accuracy.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + ServiceTrade integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and ServiceTrade
How do I integrate HubSpot with ServiceTrade?
You can integrate HubSpot with ServiceTrade using our automation platform. You'll need to set up 'triggers' in HubSpot and corresponding 'actions' in ServiceTrade, or vice versa, depending on your workflow requirements.
What triggers are available when integrating HubSpot with ServiceTrade?
Some of the common triggers include when a new contact is added in HubSpot, or when a work order is created in ServiceTrade. These triggers can initiate corresponding actions in the other app.
What actions can be performed in HubSpot through the integration with ServiceTrade?
Actions such as adding notes to a contact, updating a deal status, or creating a new contact can be performed in HubSpot when certain events occur in ServiceTrade.
Can I automatically sync data between HubSpot and ServiceTrade?
Yes, automatic data sync between HubSpot and ServiceTrade is possible through seamless triggers and actions that keep your data consistent across both platforms.
Is it possible to create custom workflows between these two platforms?
Absolutely, you can create custom workflows by selecting specific triggers in one platform and defining the resultant actions in the other. This flexibility allows for tailored solutions depending on your business needs.
How often does data synchronization occur between the two systems?
The frequency of data synchronization depends on how you've set up your integration. Typically, actions are executed shortly after their respective triggers occur – usually within minutes.
Do I need any coding skills to set up this integration?
No technical coding skills are required to set up the integration. We provide an intuitive interface where you can simply select triggers and define corresponding actions.