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HubSpot integration

Field operation connected with HubSpot

Synchronize CheckOP with HubSpot so that sales, service and operations work with real, up-to-date and traceable operational data.

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Companies that trust Checkop

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Your solution

Direct synchronization with HubSpot

CheckOP integrates with HubSpot to synchronize operational and commercial information without manual processes.

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The real problem

Operations and sales working in silos costs conversion

When CRM and field operations are not connected, critical problems arise.

67%

of commercial teams report lack of visibility on operational compliance

Limited supervision Sales and service do not know the actual status of tasks and forms in the field.

Missed upsell opportunities due to lack of information

Duplicate information, usually with errors and delays

Operational incidents are detected when the customer has already complained.

HubSpot & CheckOP Integration

The CheckOP app does not work in isolation.

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Real-time synchronized tasks and evidence

Tasks are passed to HubSpot with their history. If they are linked to a Ticket, the associated customer and manager are kept. PDFs and reports generated in the field are attached to the CRM.

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Map CheckOP to your actual HubSpot structure

Every company configures HubSpot differently. That's why CheckOP allows you to map your data to the objects and properties you already use in your CRM.

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Automatic georeferencing

From CRM straight to the field

When HubSpot already has the customer's location (Country, City, Address), CheckOP synchronizes and auto georeferences it, assigning latitude and longitude to create ready-to-run tasks, without manual loading or errors.

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Efficiency & technology

Easy-to-manage configuration and mappings

The integration between CheckOP and HubSpot is simple and does not require advanced technical knowledge. It includes OAuth connection, object mapping and basic configuration of synchronization and data flows.

Key Integration Capabilities

CheckOP ↔ HubSpot functional components

Customer synchronization

Contacts and companies are kept up to date between CheckOP and HubSpot according to configured rules.

Flexible field mapping

Link CheckOP fields to HubSpot properties, using your current CRM structure.

Forms connected to CRM

Field forms create or update Deals or Tickets directly in HubSpot.

Operational evidence in HubSpot

PDF reports and field results are recorded in the CRM.

Synchronization control

Define what data is synchronized from HubSpot to CheckOP to avoid unnecessary noise

Georeferencing from CRM

Converts HubSpot addresses into georeferenced operating points in CheckOP.

Case Study

Fast resolution of incidents and service tickets

We bridge the gap between customer service and operations.

Use Case - Hubspot integration

  • Managed tickets

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  • Closing time (SLA)

    -0%

Automatic Conversion of Tickets to Work Orders

A technical services company manages its repair requests from HubSpot. Thanks to the integration, when a Support Ticket is created, CheckOP automatically generates the operational task for the technician in the field. Once the visit is completed, the captured information (before/after photos and customer signature) is synced back to the Ticket in HubSpot, allowing the support team to close the case with real evidence and no manual management.

See case study
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For large equipment or specific needs

Find the answers you need

You must have an active HubSpot account with Super Admin or Connected App Administrator permissions. The integration is compatible with Service Hub and Sales Hub editions (Professional or Enterprise versions recommended) and requires authentication using OAuth 2.0.

The integration allows a bi-directional synchronization of Contacts and Companies (for customer management) and the linking of Tickets and Deals with CheckOP forms and operational tasks.

No, the integration has no additional cost. It is a native CheckOP functionality; if you already have an active HubSpot subscription, you just need to log in to the administration panel and configure the settings to connect them.

Yes, CheckOP uses webhooks to detect changes.

  • From CheckOP to HubSpot: Updates (such as closing a task or editing a customer) are reflected almost immediately (approx. 3-5 seconds).

  • From HubSpot to CheckOP: When creating or modifying a Ticket or Contact, synchronization is automatic.

Yes, and it is highly recommended. You can configure Restrictions in the integration module. For example, you can define that only contacts whose "Life Cycle Stage" field is "Customer" or that belong to a specific region will be synchronized, avoiding filling your operational base with unqualified leads.

Correct. All evidence captured in CheckOP forms (photos, digital signatures and attachments) is automatically synced and attached to the corresponding Ticket or Business in HubSpot, usually as a download url or attachment (PDF Report), facilitating auditing without leaving the CRM.

The integration prioritizes the integrity of the most recent data. If a record is modified simultaneously, the last received update based on the timestamp prevails. However, fields that are not explicitly mapped are not affected.