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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: Flex is rental software for live events and AV. We build a two-way link on our middleware: contacts and companies stay in sync, a HubSpot deal creates a rental quote in Flex (and the Flex 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.
  • eCommerce
  • Orders
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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

HubSpot Deal flows into HubSpot and on to status tracked in HubSpot.

HubSpot Deal → Flex Rental Quote → status tracked in HubSpot

Rental Visibility in CRM

Surface Flex rental status and the contract link on the HubSpot deal.

Flex status & contract link surfaced on the deal

Rental Status Tracking

Flex rental status (polled) flows into HubSpot.

Flex rental status (polled) → HubSpot Deal stage

Features

  • 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

  • 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).

  • 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.

  • 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.