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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: We've built the ServiceTitan–HubSpot integration so ServiceTitan stays the system the field team runs on, while 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 and nothing re-keyed between the two systems.
- Field Service
- Work orders
Planning a ServiceTitan + HubSpot integration?
Tell us which ServiceTitan 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 ServiceTitan 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 | 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
Customers, jobs and revenue flow into HubSpot automatically, so sales and leadership run pipeline and reporting on top of the system the field team already uses.
ServiceTitan Customers & Revenue → HubSpot PipelineEstimate Automation
A deal creates the job and estimate back in ServiceTitan, and once that job is invoiced the deal closes itself and revenue is written to the account — no manual updates.
HubSpot Deal → ServiceTitan Job + Estimate → Auto Closed Won On InvoiceTerritory Auto-Assignment
New leads are routed to the right owner based on the customer's location, so the correct rep or crew picks them up without manual triage.
Customer Location → HubSpot Owner RoutingFeatures
- 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
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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.
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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).
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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.