HUBSPOT FIELD SERVICE INTEGRATION

Turn HubSpot Wins into Workflows

Automatically convert HubSpot Deals, Tickets, Contacts, and Projects into structured field work inside Arrivy. Sync job updates, attachments, and status changes back to HubSpot in real time.

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WORKFLOW AUTOMATION

Smooth Task Handoffs Between Sales & Ops

Turn HubSpot Deals, Tickets, Contacts, and Projects into structured Arrivy tasks automatically. Define exactly when tasks should be created and updated, whether based on deal stages, ticket updates, lifecycle changes, or lead status progression. Every task is created with structured data, ready for scheduling and dispatch.

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Smooth Task Handoffs Between Sales & Ops

PROCESS AUTOMATION CONTROLS

Control Task Behavior with Precision

Decide how tasks are created and managed. Configure scheduled or unscheduled task flows, automate assignments, apply conditional logic, and map custom fields to reflect how your team actually works. From simple service calls to multi-phase jobs, the workflow adapts to you.

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TWO-WAY DATA SYNC

Keep HubSpot Updated with Two-Way Sync

Arrivy doesn’t just receive CRM data, but also sends it back. Task status changes, notes, photos, completed digital forms, and attachments sync automatically to HubSpot via the Arrivy app panel. Deals, Tickets, Contacts, and Projects reflect real-time operational progress without manual updates.

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Keep HubSpot Updated with Field Activity

EXTENDED DATA MAPPING

Prevent Duplicate Data and Rework

Align more than just contacts and deals. Sync Companies, Products, Deal Line Items, Custom Objects, and related records so pricing, service data, and structured information remain consistent across systems. Complex workflows stay organized without duplicate data management.

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AUTOMATED CUSTOMER NOTIFICATIONS

Automate Customer Communication with Confidence

Elevate your customer experience with self-scheduling capabilities, real-time tracking of your team’s progress, coupled with timely SMS/email notifications and more. Control how and when customers are notified, so communication happens at the right time, every time.

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Automate Customer Communication with Confidence

Arrivy and HubSpot Capabilities

Bring clarity and control to complex workflows in field service

Multiple Tasks per Record

Create multiple Arrivy tasks from a single Deal, Ticket, or Project to manage multi-step or multi-visit work.

Flexible Assignee Mapping

Assign tasks based on Deal ownership or custom assigning rules to align sales and operations responsibilities.

Configurable Action Logic

Define trigger actions, sub-actions, and reverse updates to control how records are created or modified.

Structured Field Mapping

Map and align HubSpot fields with Arrivy tasks using advanced JSON-based configuration.

Time Zone Alignment

Synchronize Deals, Tickets, and Tasks with consistent time zone control for accurate scheduling and notifications.

Advanced Sync Controls

Configure stage-based triggers, reverse mapping rules, sync intervals, and manual synchronization options.

Grow your business with Arrivy

The leading field service platform for teams to schedule jobs, dispatch, invoice, track performance, and get paid.

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Automate your workflow with 50+ native & custom-built integrations

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“ efficiently. ”

Danielle Boenisch

Ambia Solar

Hear What Our Customers Have to Say!

The team at Arrivy has been FAR SUPERIOR to any other program we were looking at. The program works perfectly as a way to keep my operations, sales, field techs, and clients on the same page.

Mark Bouquet

Creative Carpet

Integrating with Arrivy was pretty easy. And we really appreciate the responsiveness of the Arrivy team.

John Foshee

My Porter

This is by far the best home services platform out there. Extremely customizable and can virtually do anything you can think of.

Luis Alvarez

Alco Windows

Arrivy is easy to use, allows for easy data collection, allows all of our information to pass through our entire work process, and it allows our customers to be involved in the process.

Benji Watters

Earth Right Energy

Our customers and team love Arrivy's functionality! We have reduced service calls, complaints and mistakes.

Cameron Robertson

Super Easy Storage

The team has been great to work with and completed the implementation quickly. Great team to work with.

Danielle Boenisch

Ambia Solar

Test Drive Our Certified Integrations Today!

Take our certified integrations for a spin and see how effortlessly data flows between the CRM and the field.

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Frequently Asked Questions

Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.

Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.

Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.

The Arrivy–HubSpot integration automatically turns HubSpot deals, tickets, and contacts into executable field jobs. When work is created in HubSpot, Arrivy schedules, dispatches, routes, and tracks the job through completion without manual data entry.

Yes. The integration is fully two-way. Job status updates, notes, photos, forms, and completion details entered in Arrivy sync back to HubSpot in real time, keeping sales and support teams continuously updated.

Arrivy can create jobs from HubSpot deals, tickets, and contacts. One HubSpot record can also generate multiple Arrivy jobs, which is useful for multi-visit services, installations, or ongoing projects.

After a job is created from HubSpot, Arrivy automatically schedules and assigns it using rules based on availability, skills, routes, and capacity. Deal owners can be assigned automatically, while operations teams can fine-tune assignments as needed.

Yes. The integration is highly customizable. You can define rules for task creation, assignees, statuses, forms, colors, data formatting, and field mappings to match your exact workflow and operational requirements.

Arrivy uses industry-standard security practices, including data encryption in transit and at rest, role-based access controls, and regular backups to protect customer data.

Arrivy provides end-to-end onboarding support, including guided setup, configuration assistance, and role-based training sessions. Customers also have access to documentation and in-product assistance through the SAL AI help center.

Arrivy provides 24/7 live support via chat, email, and phone. Support teams assist with onboarding, troubleshooting, and ongoing operational questions to ensure customers stay productive.

Yes. Arrivy supports compliance-driven operations with structured data capture, audit-ready records, role-based permissions, and traceable workflows. Teams can collect required proof in the field and maintain complete records for reviews, reporting, or audits.

Arrivy uses role-based access controls to ensure users only access what they are authorized to. Permissions can be configured by role, team, or workflow, helping organizations protect data and scale securely.

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