Home
Integrations

Dusk FSM HubSpot Integration Setup Guide

# 📌 How to Connect Dusk FSM to HubSpot: Full Integration Guide
Looking to automate job creation, sync contacts, and streamline workflows between Dusk FSM and HubSpot? This comprehensive guide walks you through every step, with helpful screenshots, tooltips, and FAQs to make setup effortless.

👉 Access the full guide with video tutorial here:
[HubSpot and Dusk FSM – Setup & Walkthrough Guide (PDF)](https://duskmobile.com/app/uploads/2025/03/Dusk-FSM-and-Hubspot-Setup-Guide-March-2025.pdf "HubSpot and Dusk FSM – Setup & Walkthrough Guide (PDF)")

------------

## 🔌 Step-by-Step: How Do I Connect Dusk FSM to HubSpot?
1. Log into your Dusk FSM instance.

2. Navigate to System Settings → General.

3. Click New Integration and select HubSpot.

4. Press Connect.

5. Authorize Dusk FSM to connect to your HubSpot account.

6. Note: A Captcha may appear at the bottom of the pop-up window. Scroll down to verify.

7. Click OK.

8. Click Test Connection. If successful, a green "Success" button will appear. If not, recheck step 5.

------------

## 🤖 What Can You Do With the Dusk FSM and HubSpot Integration?
### 🔄 Which Deal Stages in HubSpot Can Create Work in Dusk FSM?
- Choose any deal stage (commonly Closed Won) to trigger job creation.

- Add a custom field to your Deals and Tickets in HubSpot called Work Type and set it to either Single Task or Multi Task.

- Refer to the Tool Tip in-app for guidance.

### 📇 Can Dusk FSM Sync Contacts and Products from HubSpot?
Yes! Here’s how syncing works:

**Contact to Customer Sync**
- Auto-sync new contacts from HubSpot into Dusk FSM.

- Search or select multiple contacts manually for sync.

- Synced contacts will appear in Operations → Customers.

**Products to Materials Sync**
- Sync HubSpot Products with Materials in Dusk FSM.

- Auto-import new products or manually select them using the search box.

------------

### ⚙️ Advanced Sync Settings and Field Control
**🔍 What Are the Field-Level Sync Options for Contacts and Products?**

**Client Fields**
- Tick "HubSpot is the source of truth" to prevent changes from syncing back to HubSpot.

- Enable Auto Sync for real-time import of new contacts.

- Use the search box to find and selectively sync contacts.

**Product Fields**
- Choose HubSpot as the product record source to block outbound syncs.

- Enable Auto Sync for new products.

- Use the search box to filter and manually sync.

🔔 Tool Tip available in-app explains implications and configuration logic.

------------

### 🧾 How Are Deals and Tickets Synced Between Dusk FSM and HubSpot?
**📈 Deals**
- Choose which Deal Stage in HubSpot creates work in Dusk FSM.

- Select the Deal Stage that should be updated in HubSpot after work is completed.

- Save your selection when done.

**🎫 Tickets**

- Set the Ticket Status that triggers job creation.

- Choose the status HubSpot should show once the work is done.

- Don’t forget to save changes.

------------

### 📊 How Does the Sales Pipeline Integration Work?
Dusk FSM provides visibility into your sales pipeline directly from HubSpot. Here's how:

🔁 One-Way Sync
- Choose the deal stage(s) to sync.

- Navigate to Sales Orders → Pipeline to view them in read-only mode.

- Automatically updates when changes occur in HubSpot.

**🔁 Two-Way Sync**
- Choose deal stages for bi-directional updates.

- When a new quote is created in Dusk FSM, you can select the HubSpot Deal Stage.

- This will automatically update the Deal Stage in HubSpot.

⚠️ Note: If HubSpot is the product source of truth, newly created products in Dusk FSM won't sync back to HubSpot.

------------

### 🧱 Can I Display HubSpot Custom Properties in Dusk FSM Forms?
Yes. Here’s how to include HubSpot fields in your forms:

1. Open the Form Builder.

2. Drag the field labeled HubSpot onto the canvas.
<br>
<img src="https://wiki.duskmobile.net/uploads/markdown/20240110-173731-557.png" alt="HubSpot icon" title="HubSpot icon" width="400" />

3. Choose the Object and Property you'd like to display.
<br>
<img src="https://wiki.duskmobile.net/uploads/markdown/20240110-173837-390.png" alt="HubSpot Custom Property Chooser" title="HubSpot Custom Property Chooser" width="600" />

This data is read-only and not editable from Dusk FSM.

👉 Explore the Form Builder guide here for detailed instructions.

------------

### ❌ How Do I Disconnect HubSpot from Dusk FSM?
To remove the integration:

1. Navigate to System Settings → General.

3. Click the HubSpot icon.

5. Select Disconnect.

------------

### 🧠 Frequently Asked Questions
**❓What is the most common use case for the Dusk FSM + HubSpot integration?**
Automating job creation when a deal is marked as Closed Won or in Service Hub, when a Ticket is New, syncing new contacts or materials, and visualizing your pipeline directly in Dusk FSM.

**❓Can I control which contacts or products are synced?**
Yes. You can search, filter, and choose exactly which ones you want to sync.

**❓Does Dusk FSM push data back to HubSpot?**
Yes for Deal Stages and Ticket Statuses. Contacts and Products are only updated if HubSpot is **not** marked as the source of truth. If it is, changes flow one-way into Dusk FSM only.

**❓Can I preview HubSpot data in forms without editing it?**
Absolutely. The integration supports read-only custom property fields in forms built within Dusk FSM. This is the same for Custom Objects in Dusk FSM Customers.

Updated on May 21, 2025

Dusk FSM HubSpot Integration Setup Guide

Need Support?

Error

Delete Article