Field Service · HVAC & Plumbing
A multi-location HVAC and plumbing service company
Running ServiceTitan and HubSpot, and connected with synkazo.
THE CHALLENGE
Where the two systems stopped talking
Every lead that came in through a HubSpot form had to be re-typed into ServiceTitan by hand before dispatch could act on it.
Once a job was completed and invoiced, ServiceTitan had no way of telling HubSpot — so marketing kept nurturing customers who had already paid for the work.
Job revenue lived only in ServiceTitan, so leadership could see which campaigns produced leads, but not which ones produced paid jobs.
THE APPROACH
How it was set up in synkazo
01
Connected both platforms and mapped customers, jobs, appointments, estimates, invoices and technician timesheets to HubSpot contacts, companies, deals and custom objects.
02
Matched existing customers by name before the first sync ran, so nothing already in HubSpot was duplicated when the connector went live.
03
Ran a one-time historical sync, then switched to a scheduled delta sync that only pulls records changed since the last successful run.
04
Validated the full mapping against sandbox credentials and reviewed a dry run before pointing the connector at production data.
THE OUTCOME
What changed
Dispatch and sales work from the same customer record — nobody re-keys a lead into ServiceTitan by hand.
Completed jobs and invoice totals land on the HubSpot deal automatically, so marketing stops treating paying customers like new leads.
Leadership can trace which campaigns turned into paid jobs, because job revenue and ad spend now sit in the same system.
“
We used to find out a job had closed the same way everyone else did — the invoice showed up in the mail. Now it’s just there, on the deal, the day it happens.