Integrate HubSpot with SimPRO

HubSpot

SimPRO

SimPRO and HubSpot by Integration Fox Integration Overview

The Most Powerful HubSpot + SimPRO Integration Available. Enable your CRM and JMS to work together optimally.

We've spent years refining our HubSpot + SimPRO integration. Our managed service means there's no software to learn, no complicated, time-consuming setup process. Let our team of experts do the heavy lifting while you focus on your business.

Sync SimPRO Customers, Contacts, Quotes and Sites into your HubSpot Companies, Contacts, Deals & Tickets. Leverage the strength of both platforms . Don't get stuck in a box with the limitations of other integrations.

Integration features

Sync all of your SimPRO Customer Data to and from HubSpot

Valuable information and key profile data syncs to HubSpot for use in lead scoring, smart lists, workflows, content personalization, and more.

Close the Loop with Lifecycle Stage and Revenue Reporting

When the SimPRO customer status syncs to HubSpot, you can advance HubSpot lifecycle stages accordingly. When HubSpot knows which of your leads converted to customers, you win with reporting and automation. Unlock potential - Add-on Dashboards, revenue reporting, list segmentation and workflows.

Integration Details

Companies

Customers

Settings:

On conflict prefer: SimPRO
Create on HubSpot if conditions are met
Create on SimPRO if conditions are met

Simpro | ID

Company name

CompanyName

Phone Number

Phone

Simpro | Do Not Call

DoNotCall

Alt Phone

AltPhone

Street Address

AddressAddress

City

AddressCity

Postal Code

AddressPostalCode

State/Region

AddressState

Country/Region

AddressCountry

Billing Address

BillingAddressAddress

Billing City

BillingAddressCity

Billing Postal Code

BillingAddressPostalCode

Billing State

BillingAddressState

Billing Country

BillingAddressCountry

Simpro | Preferred Tech

PreferredTechs

Simpro | Amount Owing

AmountOwing

Simpro | Customer Notes

ProfileNotes

Simpro | Customer Profile

ProfileCustomerProfile

Simpro | Customer Group

ProfileCustomerGroup

Simpro | Account Manager

ProfileAccountManager

Simpro | Currency

ProfileCurrency

Simpro | Payment Terms

BankingPaymentTerms

Simpro | Credit Limit

BankingCreditLimit

Simpro | On Stop Credit

BankingOnStop

Contact Company To Contact Unlabeled (Association)

Contacts

Website URL

Deal Company To Deal Unlabeled (Association)

Contacts

Settings:

On conflict prefer: SimPRO
Create on HubSpot always
Create on SimPRO if conditions are met

Simpro | Contact ID

First Name

GivenName

Last Name

FamilyName

Job Title

Position

Simpro | Department

Department

Phone Number

WorkPhone

Mobile Phone Number

CellPhone

Alt Phone

AltPhone

Simpro | Contact Notes

Notes

Company Contact To Company (Association)

Customers

Tickets

Sites

Settings:

On conflict prefer: SimPRO
Create on HubSpot if conditions are met
Create on SimPRO if conditions are met

Fox Remote Link

foxremotelink

Pipeline

Ticket status

Simpro | Site ID

Ticket name

Name

Street Address

AddressAddress

City

AddressCity

Postal Code

AddressPostalCode

State

AddressState

Country

AddressCountry

Billing Address

BillingAddressAddress

Billing City

BillingAddressCity

Billing Postal Code

BillingAddressPostalCode

Billing State

BillingAddressState

Simpro | Primary Contact ID

PrimaryContactContact

Simpro | Primary Contact Email

PrimaryContactEmail

Simpro | Site Public Notes

PublicNotes

Simpro | Site Private Notes

PrivateNotes

Simpro | Zone ID

ZoneID

Simpro | Zone Name

ZoneName

Simpro | Site Preferred Tech

PreferredTechs

Simpro | Preferred Asset Type

PreferredTechnicians

Simpro | Preferred Service Level

PreferredTechnicians

Simpro | STC Zone

STCZone

Simpro VEEC Zone

VEECZone

Company Ticket To Company (Association)

Customers

Contact Ticket To Contact (Association)

PrimaryContact

Deals

Quotes

Settings:

On conflict prefer: SimPRO
Create on HubSpot never
Create on SimPRO if conditions are met

Fox Remote Link

FoxRemoteLink

Pipeline

Deal Stage

Stage

Simpro | Quote ID

Simpro | Quote Type

Type

Deal Name

Name

Simpro | Quote Stage

Stage

Simpro | Description

Description

Simpro | Notes

Notes

Deal owner

Salesperson

Simpro | Sales Person

SalespersonName

Simpro | Project Manger

ProjectManagerName

Simpro | Technician

TechnicianName

Simpro | Date Issued

DateIssued

Simpro | Date Approved

DateApproved

Simpro | Due Date

DueDate

Simpro | Quote Validity Days

ValidityDays

Simpro | Order No

OrderNo

Simpro | Request No

RequestNo

Simpro | Closed Quote

IsClosed

Simpro | Quote Archived Reason

ArchiveReasonArchiveReason

Simpro | Customer Stage

CustomerStage

Simpro | Quote Closed

IsClosed

Simpro | Job No

JobNo

Simpro | Variation Quote

IsVariation

Simpro | Forecast Year

ForecastYear

Simpro | Forecast Month

ForecastMonth

Simpro | Forecast Percent

ForecastPercent

Amount

TotalExTax

Simpro | Tax

TotalTax

Simpro | Total Inc Tax

TotalIncTax

Simpro | Materials Cost Estimate

TotalsMaterialsCost

Simpro | Materials Cost Revised

TotalsMaterialsCost

Simpro | Resources Total Estimate

TotalsResourcesCost

Simpro | Resources Total Revised

TotalsResourcesCost

Simpro | Resources - Labor Estimate

TotalsResourcesCost

Simpro | Resources - Labor Revised

TotalsResourcesCost

Simpro | Discount

TotalsDiscount

Simpro | Gross Profit Loss Estimate

TotalsGrossProfitLoss

Simpro | Gross Profit Loss Revised

TotalsGrossProfitLoss

Simpro | Gross Margin Estimate

TotalsGrossMargin

Simpro | Gross Margin Revised

TotalsGrossMargin

Simpro | Net Profit Loss Estimate

TotalsNettProfitLoss

Simpro | Net Profit Loss Revised

TotalsNettProfitLoss

Simpro | Net Margin Estimate

TotalsNettMargin

Simpro | Net Margin Revised

TotalsNettMargin

Simpro | Quote Status

StatusName

Company Deal To Company (Association)

Customer

Contact Deal To Contact (Association)

AdditionalContacts

Ticket Deal To Ticket (Association)

Site

Fox Remote Link

Type

Simpro | Quote ID

IsClosed

Simpro | Quote Type

IsClosed

Status

Forecast

ProjectManager

Technician

Total

Totals

Company Deal To Company Unlabeled (Association)

ArchiveReason

Companies

Company Customers

Settings:

On conflict prefer: HubSpot
Create on HubSpot if conditions are met
Create on SimPRO never

Company name

CompanyName

Simpro | EIN/ABN

EIN

Simpro | Company Number

CompanyNumber

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