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ServiceCore + HubSpot Integration
ServiceCore is operations software for portable sanitation and roll-off rental businesses, covering dispatch, routing, service orders and billing. Our integration connects quotes, customers and sites from HubSpot with ServiceCore and returns rates, charges, site notes and invoice status, so sales and operations work from the same account data.Method: custom two-way build on Karana (iPaaS); HubSpot owns the sales process and quotes, ServiceCore owns service delivery, rates and billing.
Scope: won quotes from HubSpot to ServiceCore with customer and site details; rental rates, line charges, site notes, invoice status and price changes from ServiceCore back to HubSpot; field mapping agreed before the build.
In plain terms: ServiceCore runs the trucks, routes and billing. We connect it to HubSpot so a quote won by sales becomes service in ServiceCore without retyping, and rates, charges and invoice status come back to the CRM, so account managers always see what the customer is paying and whether it has been invoiced.
- Field Service
- Two-way sync
Planning a ServiceCore + HubSpot integration?
Tell us how your team quotes, schedules and bills service in ServiceCore. We'll recommend the right sync direction, data model and mapping approach.
Book a Call
Tell us how your team quotes, schedules and bills service in ServiceCore. We'll recommend the right sync direction, data model and mapping approach.
Book a Call
Data Sync Objects
| HubSpot Object | ServiceCore Object | Direction |
|---|---|---|
| Companies / Contacts | Customer | Two-way |
| Custom object or company properties | Service site | Two-way |
| Quotes / Deals (won) | Service order | HubSpot → External |
| Line items / properties | Rental rates and line charges | External → HubSpot |
| Deal or custom object properties | Invoice status | External → HubSpot |
Use Cases
Won Quote to Scheduled Service
When a quote is won in HubSpot, the customer, site and service details are sent to ServiceCore, so operations can schedule without re-entry.
HubSpot Won Quote → ServiceCoreRates and Charges in the CRM
Rental rates, line charges and price changes from ServiceCore update HubSpot, so account managers see current pricing for every site.
ServiceCore Rates → HubSpotBilling Visibility for Sales
Invoice status returns to HubSpot, so sales and service can follow up on billing without asking the office.
ServiceCore Invoice → HubSpotFeatures
- Two-way customer and site sync
- Won quotes sent to ServiceCore
- Rental rates and line charges
- Site notes in HubSpot
- Invoice status and price changes
- Custom build on Karana
Frequently Asked Questions
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How does the ServiceCore HubSpot integration work?
ServiceCore is operations software for portable sanitation and roll-off rental businesses. We build a custom two-way integration on Karana, our integration platform, that sends won quotes with customer and site details from HubSpot to ServiceCore, and returns rates, charges, site notes and invoice status to HubSpot. Sales keeps selling in the CRM while operations keeps running service and billing in ServiceCore.
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What data can I sync between ServiceCore and HubSpot?
A typical setup keeps customers and service sites aligned in both systems, sends won quotes and their line items to ServiceCore as service orders, and brings rental rates, line charges, site notes, invoice status and price changes back into HubSpot. The exact objects and fields are confirmed in a field mapping document before the build.
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Which system is the source of truth?
HubSpot owns the sales process, including opportunities and quotes, while ServiceCore owns service delivery, rates and billing. Each field has a defined owner in the mapping document, which prevents the two systems from overwriting each other and makes it clear where a change should be made.
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Can price changes made in ServiceCore update HubSpot?
Yes. When rates or charges change in ServiceCore, the integration updates the related records in HubSpot, so account managers always see current pricing. This also allows workflows in HubSpot to alert the account owner or trigger customer communication when a price change happens.
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Can the integration be customized to our ServiceCore setup?
Yes. Which lines of business and service types sync, how sites are modeled in HubSpot, which deal stage sends an order to ServiceCore, and how often updates run are all scoped to your process. We document the design, test it before go-live, and maintain the integration on Karana after launch.