How to integrate and use HubSpot Sales with Zuper?
The HubSpot Sales – Zuper
integration helps create a job using Zuper against the various deals present in
HubSpot.
1. Visit:
app.hubspot.com and log in with your credentials. Then, under the "Sales"
tab, select the "Deals" option.
2. Select
the sales deal for which you will create a new job.
3. Select
the "Create Job" button to create the job for the sales deal.
4. You
can fill in the required details under the Jobs module. Select the "Date"
and "Time" for the job using assisted scheduling feature. You
can select either "Resources View" or "Slot View."
Select the "Use this schedule" button to plan for the job.
5. Choose
the required property and use the "Select Property" button to link
it with the job.
6. Choose the required asset and use the "Select
Asset" button to link it with the job.
7. Choose
the required contract and use the "Select Contract" button to
link it with the job.
8. Select
the "Create Job" button to create a new job and complete the
new job against the deal.
9. Now
on the Zuper Web App, you can view the job created. Under the "HubSpot
Deal Link", Select the "Open Link" option to view the
job.
10. From
the HubSpot page also, you can view the Zuper Job details. Select the "Track
Technician" option.
11. The track technician link shows once the job
is marked "On my way," it helps to view and track the
technicians and the ETA within HubSpot.
The business easily can 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).