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ServiceTitan + HubSpot Integration

ServiceTitan is a field-service management platform (operations source of truth). Our integration connects customers, contacts, estimates and jobs with HubSpot, linking sold work in the CRM to jobs in the field.

Our Experience

Method:
custom Karana (iPaaS, Flowgear) — ST is the operational source of truth, HubSpot the CRM layer; 5-min batch polling ST→HubSpot, near real-time HubSpot→ST estimate creation.
Built: Customers→Companies, Contacts→Contacts; Deal→Proposal auto-creates ST Job+Estimate (IDs written back); ST estimate/invoice events drive deal stages (auto Closed Won/Lost); revenue write-back (Last Job Date, Revenue YTD, Job Count YTD); territory auto-assignment by state.

In plain terms: ServiceTitan stays the system your field team runs on; HubSpot becomes the sales and marketing layer on top. Customers and jobs flow into HubSpot automatically, a deal can create the estimate back in ServiceTitan, and when that job is invoiced the deal closes itself and the revenue is written to the account — so leadership sees the full picture, with new leads routed by territory.
  • Field Service
  • Work orders
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Data Sync Objects

HubSpot Object ServiceTitan Object Direction
Companies Customer External → HubSpot
Contacts Contact External → HubSpot
Deals Estimate Two-way
Companies Job / Invoice revenue External → HubSpot

Use Cases

CRM Layer over ServiceTitan

ST customers & revenue flows into HubSpot.

ST customers & revenue → HubSpot pipeline, territory auto-assignment

Estimate Automation

Deal flows into HubSpot and on to auto Closed Won on invoice.

Deal → Proposal → auto-create ST Job+Estimate → auto Closed Won on invoice

Territory Auto-Assignment

ServiceTitan customer state flows into HubSpot.

ServiceTitan customer state → HubSpot owner routing

Features

  • Full customer/contact import from ST
  • Estimate auto-creation from deals
  • Auto deal-stage close on ST events
  • Revenue write-back (Last Job Date, Revenue YTD, Job Count YTD)
  • Territory routing
  • Built on Karana middleware

Frequently Asked Questions

  • How does the ServiceTitan HubSpot integration work?

    ServiceTitan is a field-service management platform and the operational source of truth. Karana (UTS iPaaS) keeps it in sync with HubSpot: ST customers/contacts import to HubSpot, deals push Jobs+Estimates to ST, and ST invoice/estimate events drive deal stages.

  • What data can I sync between ServiceTitan and HubSpot?

    Customers → Companies, Contacts → Contacts, Estimates ↔ Deals, and Job/Invoice revenue → Company properties (last job, YTD revenue, job count).

  • Can the integration be customized to our ServiceTitan setup?

    Yes. Territory rules, pipeline stages, revenue fields and estimate/SKU handling are scoped to your ServiceTitan setup.