HubSpot CRM Integration for Simpro
Sync HubSpot CRM deals with Simpro quotes so your sales pipeline and job management stay aligned. The integration automatically creates customers and contacts in Simpro when deals progress, updates deal values from Simpro quotes, and tracks pipeline and win/lose rates—giving you a single view of performance without switching systems.
Overview
If you run your sales pipeline in HubSpot and your jobs in Simpro, keeping the two in sync manually is time-consuming and error-prone. Our HubSpot CRM Integration links HubSpot deals to Simpro quotes and customers. When a deal moves through your pipeline, the integration creates or updates the corresponding Simpro records—and when you revise a quote in Simpro, the deal value in HubSpot updates automatically. Sales and operations both see the same data, so handovers are seamless and win/lose tracking stays accurate.
Who it's for
- Trade and field-service businesses that manage their sales pipeline in HubSpot CRM and jobs in Simpro.
- Simpro users who want HubSpot deals to create customers and quotes automatically instead of re-keying data.
- Sales managers who need deal values and win/lose rates to reflect Simpro quotes accurately.
Key benefits
- Automatically create Simpro customers and contacts when HubSpot deals progress—no manual data entry.
- Keep deal values in HubSpot in sync with Simpro quotes so pipeline reporting stays accurate.
- Track win/lose rates with confidence—outcomes flow from Simpro back into HubSpot for full visibility.
- Shorten the handover from sales to operations so won deals land in Simpro ready to schedule.
How it works with Simpro
- HubSpot deals are linked to Simpro quotes—creating or matching customers and contacts as deals move through stages.
- When you create or update a quote in Simpro, the deal value in HubSpot updates automatically.
- Won deals trigger the creation of Simpro customer records and sites, ready for job scheduling.
- Lost or closed deals sync back to HubSpot so your pipeline and conversion metrics stay accurate.
Next steps
See how the HubSpot CRM Integration can connect your HubSpot pipeline to Simpro and remove the friction between winning work and delivering it. Book a guided demo with our team.
