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Mobileforce + HubSpot Integration

MobileForce is a field-service management and CPQ platform. Our integration connects cpq quotes, service tasks, customers and jobs with HubSpot, linking sold work in the CRM to jobs in the field.

Our Experience

Method:
custom integration for FSM + CPQ; common landing spot when moving off Salesforce CPQ.
Built: CPQ Quotes ↔ Deals; Deal → Service Task/Job; Customers ↔ Companies/Contacts; job/location data (map-based service locations) → Custom Objects.

In plain terms: MobileForce handles field service and quoting (CPQ). We connect it to HubSpot so quotes stay in step with deals and a deal can create the field job — including map-based service locations. It's a common landing spot for teams moving off Salesforce CPQ who want quoting and scheduling tied to HubSpot.
  • Field Service
  • Work orders
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Data Sync Objects

HubSpot Object Mobileforce Object Direction
Deals CPQ Quote Two-way
Deals Service Task / Job HubSpot → External
Company / Contacts Customer Two-way
Custom Objects Job / Location data External → HubSpot

Use Cases

Quote-to-Cash (CPQ)

HubSpot Deal ↔ MobileForce CPQ Quote flows into HubSpot and on to close.

HubSpot Deal ↔ MobileForce CPQ Quote → approval → close

Field Execution

HubSpot Deal flows into HubSpot.

HubSpot Deal → MobileForce Service Task (with map/location pins)

Salesforce-CPQ Replacement

HubSpot Deal flows into HubSpot and on to close.

HubSpot Deal → MobileForce CPQ Quote → approval → close

Features

  • CPQ quote sync
  • Service task/job creation
  • Customer sync
  • Map-based service locations
  • Salesforce-CPQ replacement path
  • Built for FSM + CPQ

Frequently Asked Questions

  • How does the Mobileforce HubSpot integration work?

    MobileForce is a field-service management and CPQ platform. We integrate it with HubSpot for quote-to-cash (CPQ quotes synced to deals) and field execution (deals create service tasks/jobs) — including map-based service locations — and it's a common landing spot when moving off Salesforce CPQ.

  • What data can I sync between Mobileforce and HubSpot?

    CPQ quotes ↔ Deals, deals → service tasks/jobs, customers ↔ Companies/Contacts, plus job/location data as custom objects.

  • Can the integration be customized to our Mobileforce setup?

    Yes. CPQ rules, service-task mapping and location features are scoped to your MobileForce setup.