Integration · CRM
Trigger HubSpot Sequences the Moment a Homeowner Views Your Proposal
Connect HubSpot to SubcontractorHub and every proposal event — viewed, signed, declined — fires the right HubSpot sequence automatically. For contractor companies that use inbound marketing to generate leads, this integration closes the gap between your marketing pipeline and your field sales activity.
What Connects Between HubSpot and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Deal Sync on Proposal Creation
When a new job is created in SubcontractorHub, a corresponding HubSpot Deal is created automatically in the correct pipeline stage. The deal includes the homeowner's contact record, estimated value, job type, and assigned rep — no manual CRM entry required from the field team.
Proposal Event Sequence Triggers
HubSpot Sequences fire based on SubcontractorHub proposal events. A proposal viewed but not signed after 24 hours triggers a check-in sequence. A proposal signed triggers an onboarding sequence. A proposal declined triggers a loss-reason survey sequence. Your marketing automation responds to real buying signals, not just time-based guesses.
Contact Engagement Timeline Updates
Every SubcontractorHub proposal event — sent, opened, viewed, signed — logs as an engagement on the HubSpot Contact timeline. Sales reps see the full homeowner journey from first web visit through signed contract in one place, with no toggling between systems.
Deal Stage Pipeline Progression
SubcontractorHub job stage changes push HubSpot Deal stages forward automatically. When a proposal is marked Won in SubcontractorHub, the deal moves to Closed Won in HubSpot, revenue is logged, and HubSpot reports update in real time — keeping your pipeline forecast accurate without rep discipline.
How to Connect HubSpot with SubcontractorHub
Connect via HubSpot OAuth
Authorize the connection in the SubcontractorHub integrations panel using HubSpot OAuth — works with all HubSpot tiers that include CRM access.
Select the HubSpot Pipeline to Sync
Choose which HubSpot Deal pipeline receives SubcontractorHub jobs (e.g., your residential pipeline vs. commercial pipeline).
Map Deal Stages to Proposal Statuses
Define which SubcontractorHub proposal status (sent, viewed, won, lost) maps to which HubSpot deal stage.
Build Sequences on Proposal Webhook Triggers
In HubSpot, create sequences triggered by the proposal_viewed, proposal_signed, and proposal_declined webhooks from SubcontractorHub.
Ready to connect HubSpot?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the HubSpot Integration
Roofing Company Converting Inbound Web Leads Faster
A roofing company runs Google Ads that feed HubSpot forms. The SubcontractorHub integration pulls those HubSpot contacts into the field scheduling queue instantly. The moment a proposal is sent, a HubSpot sequence fires a follow-up email series — cutting average time-to-signature from 5 days to 1.8 days.
HVAC Company Running Content-Led Lead Generation
An HVAC company uses HubSpot's blogging and SEO tools to generate inbound leads. Those leads flow into SubcontractorHub for proposals, and signed contracts trigger HubSpot onboarding email sequences that set maintenance reminders — turning one-time installs into recurring service customers.
Solar Company Following Up on Declined Proposals
A solar company's declined proposal webhook fires a HubSpot sequence asking homeowners why they passed. 22% of declined homeowners respond with an objection the sales rep can address. The sequence closes deals that would otherwise be permanently lost.
Multi-Trade Contractor Managing Brand Awareness and Sales Pipeline Together
A multi-trade contractor uses HubSpot for brand marketing and SubcontractorHub for field operations. The integration means a homeowner who downloads a roofing guide, books a consultation, and gets a proposal has their full journey documented in HubSpot — making it easy to see which marketing channels produce the highest-value signed contracts.
Common Questions About the HubSpot Integration
Does the integration work with HubSpot's free CRM?
Basic deal sync works with HubSpot's free CRM. Sequence triggers require HubSpot Sales Hub Starter ($20/user/month minimum) since Sequences are a paid feature.
Can we sync contacts from HubSpot to SubcontractorHub as new prospects?
Yes. You can configure the integration to push HubSpot Contacts to SubcontractorHub as new prospects when they reach a specific lifecycle stage (e.g., SQL or Opportunity), so your field team always works off the same lead list as marketing.
How does the integration handle duplicate contacts?
The integration uses email address as the primary deduplication key. If a contact exists in both systems with the same email, records are merged rather than duplicated. If no email match exists, a new contact is created.
Can HubSpot workflow automations trigger actions in SubcontractorHub?
Currently the integration is primarily HubSpot-read — SubcontractorHub events push into HubSpot. Reverse triggers (HubSpot actions that fire SubcontractorHub workflows) are on the roadmap. Contact our team for early access.
Does this work with HubSpot's reporting and attribution tools?
Yes. Because SubcontractorHub deal data lands in HubSpot as native Deal objects, it's fully compatible with HubSpot's built-in reporting, attribution reports, and custom dashboards.
Connect HubSpot with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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