Simpro + HubSpot Integration: Connect Your Jobs and Your CRM — Now in Minutes

If you're running a trades or field service business, there's a good chance Simpro is where your operational world lives — quoting, scheduling, job management, purchase orders. And there's a reasonable chance HubSpot is where your sales and customer relationships live.

The gap between them is a familiar one. A lead becomes a customer in HubSpot. Someone manually re-enters the job details in Simpro. The job moves through stages, but HubSpot doesn't know about it. An invoice is raised, a payment comes in — and your sales and marketing team is still looking at a 'closed won' deal with no idea what happened next.

That gap is where time goes. It's also where data errors creep in, and where your teams end up working from different versions of reality.

A Simpro + HubSpot integration fixes that. And the good news: it's now easier and more accessible to get started than it's ever been.

Why Simpro and HubSpot Don't Connect Natively

Simpro is purpose-built for operational management in the trades and field service sector — job costing, crew scheduling, purchase orders, compliance documentation. HubSpot is purpose-built for sales and marketing — contacts, pipelines, communications, reporting.

They're both excellent at what they do. But they're solving different problems for different teams, and they weren't designed to share data automatically. The result is that most businesses running both platforms end up with two parallel systems — and a manual process connecting them.

That manual process typically looks like this: a salesperson marks a deal as won in HubSpot, then calls or messages operations to kick off the job. An admin re-enters the customer details into Simpro. The job gets done. An invoice goes out. The HubSpot deal record is never updated. The customer calls back six months later, and your sales team has to go hunting through two systems to piece together what happened.

It's not a workflow problem. It's a connectivity problem.

What Syncs Between Simpro and HubSpot

A properly configured Simpro + HubSpot integration keeps both platforms in sync automatically. The specific data flows depend on your setup, but a standard integration covers:

• Contacts and customers: customer records created or updated in HubSpot flow into Simpro, and vice versa. One consistent record, maintained across both systems without manual duplication.

• Deals and jobs: when a deal is marked as won in HubSpot, a job is automatically created in Simpro, pre-populated with the customer details, scope, and any relevant information from the deal record.

• Job status updates: as the job moves through stages in Simpro (scheduled, in progress, completed), those updates surface in the relevant HubSpot deal and contact record. Your sales and account management team always knows where a job is at, without leaving their CRM.

• Invoices and payment status: invoice data from Simpro feeds back into HubSpot so you have a full picture of the customer relationship, including what's been billed and what's been paid.

• Sites and service locations: site-level data from Simpro can be mapped to company or deal records in HubSpot, which is particularly useful for businesses managing multiple sites per customer.

• Custom fields: if your Simpro or HubSpot configuration includes custom data fields specific to your business, these can be mapped across as part of the integration setup.

The integration can be configured as one-way (for example, HubSpot pushing new customers into Simpro) or two-way (both platforms updating each other in real time). The right approach depends on which platform owns which part of your customer lifecycle.

Get Started in Minutes, No Developer Required

For most Simpro + HubSpot setups, getting the core data flowing doesn't need to take weeks or require a developer to build something custom. Integration Fox's blueprint integration is designed to get you up and running in minutes — connect your Simpro and HubSpot accounts, configure your key data mappings, and most of your data will start syncing almost immediately.

It's built for the business owner or operations manager who knows their platforms but doesn't want to spend weeks in a technical setup process. The most common data flows — contacts, customers, jobs, and deal status updates — are pre-configured and ready to activate.

For most businesses, that's enough to eliminate the majority of manual data entry between the two platforms and give both teams a shared view of every customer.

When You Need More Than the Blueprint Integration

Our standard blueprint integration handles the standard data flows well. But trades businesses aren't always standard.

If you're running a more complex operation — multiple entities, non-standard job types, specific purchase order workflows, custom Simpro configurations, or a requirement to connect Simpro and HubSpot alongside a third platform like MYOB Acumatica or NetSuite — the blueprint integration will get you partway there, but it won't cover everything.

That's where a managed, custom integration comes in. A custom version can be built around your specific configuration: your data model, your workflows, your edge cases. A custom Simpro + Hubspot integration may include:

• Full scoping of your existing Simpro and HubSpot setup before a single piece of data moves

• Custom field mapping across entities — not just contacts, but jobs, POs, sites, and whatever else matters to your business

• Multi-platform sync if you're connecting more than two systems

• 24/7 monitoring and proactive failure management, so sync issues are caught and resolved before they become your problem

• API maintenance as standard — when Simpro or HubSpot releases an update, we handle the compatibility

Hanlon Plumbing is a good example of what this looks like in practice. After integrating Simpro with MYOB via Integration Fox, they're syncing hundreds of transactions a day, with updates every 15 minutes. The manual overhead that previously consumed staff time is gone. The data accuracy that enables their reporting is there. The business has continued to grow without outgrowing its systems.

"Simpro-MYOB Advanced integration has helped us sync hundreds of transactions from Simpro to MYOB Advanced every day, which enabled us to allocate our resources on other business activities. The sync happens every 15 minutes, which not only gives us real-time information in our financial system but also ensures the accuracy of data."

Cheny Zhan, Financial Controller, Hanlon Plumbing

Self-Serve or Managed: Which Is Right for You?

The honest answer is: it depends on your complexity.

If you're running a relatively standard Simpro + HubSpot setup and your main goal is to stop manually copying customer and job data between the two platforms, start with the blueprint. It's fast, it's accessible, and it solves the core problem without any technical setup or ongoing management overhead.

If you have a more complex data environment — multiple platforms, non-standard configurations, specific workflow requirements, or a need for deep custom field mapping — talk to our team. A custom integration scoped around your actual setup will deliver more than a template solution can, and the managed service means you're not responsible for keeping it running.

Either way, you don't have to start with a year-long project and a six-figure quote. Most businesses can get their core data flowing quickly, validate that it's working the way they need, and layer in additional complexity from there.

Getting Started

Ready to connect Simpro and HubSpot? Start with the self-serve blueprint and get your core data syncing in minutes. Or, if you'd prefer to talk through your specific setup first, book a call with the Integration Fox team and we'll map out the right approach for your business.

Either way, your Simpro and HubSpot data should be working together — not sitting in separate silos while your team fills the gap by hand.