Please follow these steps to connect Zuper to HubSpot ServiceHub and HubSpot Sales:
Install HubSpot
1. Log in to your “HubSpot” account and go to the app marketplace.
2. From the app marketplace, navigate to Customer Service, then Field Service Management, and select "Zuper."
3. Click the "Install app" button at the top of the screen to connect. The Zuper app will be downloaded and installed.
4. Provide Zuper login credentials, including your company name, email, and password, to log in to your Zuper account.
5. Once you're logged in to your Zuper account, click your Profile Picture in the top right corner of the screen and select "App store."
6. You will be redirected to the Zuper App Marketplace where you’re required to choose the category ”CRM” and select “HubSpot."
7. Click the "Install HubSpot" button, and you will be redirected to HubSpot.
8. Choose the HubSpot account to which you would like to link the Zuper account.
9. The scope approval access request from HubSpot account screen appears. Check mark on the terms and conditions and click the "Connect App" button.
10. Now, you can enable “Update HubSpot Settings” by entering the following details.
ii). Sync Zuper Status Updates (Mandatory Field) - Choose “Yes” to enable sync Zuper current status updates with HubSpot.
iii) Sync Zuper Job Notes (Mandatory Field) - Choose “Yes” to enable sync Zuper Job Notes current updates with HubSpot.
iv) HubSpot Status Field Name (Mandatory Field): Enter the "Status" field API name of Zuper from where the current status is fetched and reflected in HubSpot.
To get the Status Field Name, Log in to your HubSpot account, and under settings, choose Tickets → Manage ticket Properties → All Properties --> choose Field Visit Status property → Select the "</>" link under field type.
You need to copy the API label as follows from the "Internal Name" option and paste the same under "HubSpot Status Field Name."
v) HubSpot Assignees Field Name - Enter the "Assignees" field API name of Zuper from where the current status is fetched and reflected in HubSpot.
To get the Assignees field name: Login to your HubSpot account, and under settings, choose Tickets → Manage ticket Properties → All Properties --> choose Assigned Technician property → Select the "</>" link under field type.
You need copy the API label as follows from the "Internal Name" option and paste the same under "HubSpot Assignees Field Name."
vi) HubSpot Scheduled Date Field Name - Enter the status of the scheduled date API field name of HubSpot from where the current status is fetched and reflected from Zuper.
vi) HubSpot Completed Date Field Name - Enter the status of the completed date API field name of HubSpot from where the current status is fetched and reflected from Zuper.
vii) HubSpot Customer Feedback Field Name - Enter the customer feedback API field name of HubSpot from where the current status is fetched and reflected from Zuper.
viii) HubSpot to Custom Fields Mapping - Enter the custom fields API field name of HubSpot followed by Zuper's custom API field name separated by commas from where the current status is fetched and reflected from Zuper.