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Flex + HubSpot Integration
Flex Rental Solutions is rental/inventory management for live events and AV. Our integration connects contacts, companies, rental quotes and rental status with HubSpot, so marketing and sales act on real order and customer data.Our Experience
Method: bi-directional build on Karana (iPaaS); scheduled polling for status since Flex has no outbound webhooks.
Built: two-way Contacts and Companies (multi-location → child companies); HubSpot Deal → Flex Rental Quote (Rental Code written back); rental status polled back; Flex contract hyperlink on the deal.
In plain terms: We've built a two-way Flex–HubSpot link on our middleware: contacts and companies stay in sync, a HubSpot deal creates a rental quote in Flex (and the Flex rental code comes back onto the deal), and because Flex can't push updates on its own, we poll it on a schedule so rental status stays current in HubSpot — no manual checking between the two systems.
- eCommerce
- Orders
Planning a Flex + HubSpot integration?
Tell us which Flex systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Flex systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Flex Object | Direction |
|---|---|---|
| Contacts | Contact | Two-way |
| Companies | Company | Two-way |
| Deals | Rental Quote | HubSpot → External |
| Deals | Rental Status | External → HubSpot |
Use Cases
Quote-to-Rental
A HubSpot deal creates the rental quote in Flex and the Flex rental code comes back onto the deal, so sold work turns into a rental without re-entry.
HubSpot Deal → Flex Rental Quote (Code Back To Deal)Rental Status Tracking
Because Flex can't push updates on its own, we poll it on a schedule so rental status stays current on the HubSpot deal without anyone checking manually.
Flex Rental Status (Polled) → HubSpot Deal StageContract Visibility
The Flex contract link sits on the HubSpot deal, so sales can open the rental agreement straight from the CRM instead of hunting for it in Flex.
Flex Contract Link → HubSpot DealFeatures
- Two-way contact & company sync
- Deal → Rental Quote
- Rental Code write-back
- Polled status sync
- Flex contract hyperlink in HubSpot
- Built on Karana middleware
Frequently Asked Questions
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How does the Flex Inventory (Flex Rental Solutions) HubSpot integration work?
Flex Rental Solutions is rental & inventory management for live events/AV. We build a bi-directional integration on Karana (UTS iPaaS): master-data sync for contacts/companies, deal-triggered rental-quote creation, and scheduled polling for status (Flex has no outbound webhooks).
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What data can I sync between Flex Inventory (Flex Rental Solutions) and HubSpot?
Contacts and companies (two-way), HubSpot Deals → Flex rental quotes (client, plan, dates, venue, department), plus rental status and a contract hyperlink back on the deal.
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Can the integration be customized to our Flex Inventory (Flex Rental Solutions) setup?
Yes. Deal-to-quote field mapping, multi-location company handling and poll frequency are scoped to your Flex setup.