Integrating Commusoft with HubSpot helps you streamline your workflow between CRM and job management. By syncing customer data, company details, and contact information, you can reduce duplication, improve visibility, and keep your teams aligned.
Imagine your sales team adds a new company into HubSpot—they won’t need to notify your office manually. Instead, that data will sync straight into Commusoft, helping field teams pick up where the sales team left off.
Hubspot Plan Availability
Hubspot Plan Availability
Plan | Region | HubSpot Integration |
Go Paperless | UK | ✅ |
Customer Journey | UK | ✅ |
Automation | UK | ✅ |
-------------------------- | ------------- | -------------------------- |
All-in-one | US | ❌ |
Customer Journey | US | ❌ |
Field Automation | US | ❌ |
How to Integrate HubSpot with Commusoft
You can only integrate one CRM with Commusoft at a time. If you have already integrated Pipedrive, you will need to disconnect it before connecting HubSpot.
Step 1: Connect to HubSpot
This step authorises Commusoft to link with your HubSpot CRM account.
Connecting ensures that your sales and service tools can speak to each other automatically, without relying on manual handovers.
Click your Profile icon select Integrations
Choose CRM and locate HubSpot.
Click add integration
Click Connect to HubSpot.
You must have admin-level access in both platforms to connect.
Step 2: Configure Connection Settings
Choose how and what data will sync between systems. This lets you decide which direction your data should flow and how much control Commusoft has over what’s being updated or overwritten.
Choose your sync method:
Sync data from HubSpot to Commusoft only
Sync data from Commusoft to HubSpot only
Sync both ways
Choose the type of access for synced data:
Write Access
Update Access
Delete Access
Only customer, company, and contact fields can be mapped.
Step 3: Map Customer Fields
Ensure that each field in Commusoft lines up with the correct field in HubSpot.
This is where you decide how customer details from HubSpot translate into Commusoft—getting this right prevents duplicates and ensures clean data.
Use the dropdowns to match each Commusoft field with its HubSpot equivalent.
Required fields are marked with an asterisk (*) and must be mapped.
Step 4: Map Company Fields
This links your business-level data so that companies in both systems stay aligned.
By mapping company records, you ensure that any background details or commercial accounts travel cleanly between platforms.
Match company fields in Commusoft to HubSpot using the dropdown.
Required fields are marked with an asterisk (*) and must be mapped.
Step 5: Map Contact Fields
Finalise the sync setup by linking contact details.
These are the individuals your team will communicate with—so accurate name, phone, and email fields are essential for follow-ups and job scheduling.
Match fields like name, phone number, or email address.
Use the dropdowns and ensure any required fields are mapped.
Managing and Editing the Integration
Once your integration is live, you may need to revisit your mapping choices or sync preferences. This section shows you how to manage and adjust them as your workflow evolves.
If you need to amend the mapping
Click you Profile icon choose Integrations
Select CRM
Locate HubSpot
Click Manage Integration to edit settings.
Disconnecting the Integration
If you no longer need the integration or want to start fresh, you can safely disconnect it using the steps below.
To remove the integration:
Click your Profile icon and choose Integrations
Select CRM
Locat HubSpot
Click Disconnect under HubSpot
Deleting the integration will remove validation for any Contacts sent to or from HubSpot.
Frequently Asked Questions
Here are answers to common questions about how the HubSpot integration works and what to expect during setup and syncing
How does the information sync?
A Contact in HubSpot syncs as a Private customer in Commusoft. A Company in HubSpot syncs as a Company in Commusoft.
Can I associate a company with a contact?
Associate Companies with Contacts is not supported if you wish to add a company domain into HubSpot as a Contact you will need to disable this feature.
What happens if I manually associate a Company via the Create form in HubSpot?
A Contact manually associated with a Company via the Create form will import as a Contact against the Customer in Commusoft.
Can I import at any Lifecycle stage?
No. The Create contact/Create company form must include the Lifecycle stage. Imported Contacts must be set to Lifecycle stage = Customer.
Will my contact titles import from HubSpot?
The Title field is not supported. Contacts imported from HubSpot will use the Title at the top of your list in Commusoft: Titles.
Will edits pass from HubSpot?
When the integration is connected, if you delete or edit a Contact in HubSpot that was added after you integrated, the changes will reflect in Commusoft if you have Update Access enabled.