How to integrate HubSpot ServiceHub and HubSpot Sales with Zuper?

With Zuper’s first-class integration with HubSpot ServiceHub, and HubSpot Sales Work seamlessly across your sales, services, and support teams to deliver an exceptional customer experience. Using Zuper integration with HubSpot, you can easily create & dispatch field visit jobs, pick the right slot & technician using Assisted Scheduling directly, access Zuper Job-status updates within HubSpot ticket.

Read more about HubSpot Sales Integration from below link : 

How to use HubSpot Sales Integration with Zuper?

Please follow the steps to connect your Zuper with HubSpot ServiceHub and HubSpot Sales.

1. Once you are logged in to your Zuper Account, click on your Profile Picture on the top right corner of the screen & click on “App Store.”

2. You will be redirected to Zuper App Marketplace. Click on the CRM category & tap on HubSpot

3. Click on the Install HubSpot button. 

4. You will be redirected to the HubSpot screen to choose the HubSpot account to which you would like to link the Zuper account.

5. Now, you can enable “Update HubSpot Settings” by entering the following details.

i). Zuper API Key (Mandatory Field) - Enter the Zuper API key (Click here: How to generate Zuper API Key).

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. 

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 HubSpot account. and from the View, All Properties --> Manage Properties --> Create Property.

Select the Object Type, Group, and enter the Label. 

Drag the > key and get the API label)

Select the "</>" link. 

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. 

6. Once you have filled in the details, click on the “Update” button.

These are the prerequisites for HubSpot and Zuper integration. Once the above setup is ready, a custom workflow action is configured in HubSpot to have a smooth data flow between the apps.

 

The business can easily ensure the deal conversion to job done successfully. In addition, with the bi-directional data flow, job details get updated on both apps (HubSpot CRM & Zuper). 

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