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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)")

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## 🔌 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.

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## 🤖 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.

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### ⚙️ 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.

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### 🧾 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.

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### 📊 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.

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### 🧱 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](https://help.duskmobile.com/article/Forms/Creating-Forms-in-the-Dusk-FSM-Platform)**.

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### ❌ 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.

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### 📌 Next Steps: Start Using HubSpot Features in Dusk FSM

Once your integration is set up, explore how to:

* Dispatch jobs from the DusK FSM HubSpot App Card
* Assign unassigned work via the Dusk FSM scheduler
* Auto-create jobs from Tickets and Deals
* Sync Contacts and Products with real-time control

👉 [See the Full HubSpot + Dusk FSM Integration Overview](https://help.duskmobile.com/article/Integrations/HubSpot-and-Dusk-FSM-Integration-Overview)

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### 🧰 Troubleshooting HubSpot Integration Issues

If you're not seeing the expected fields or records after setup, your HubSpot user permissions or data structure may be affecting visibility.

👉 [Read why HubSpot fields may not appear on some customer records](https://help.duskmobile.com/article/Integrations/Why-HubSpot-Fields-Do-Not-Appear-on-Some-Customer-Records)

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Updated on January 08, 2026

Dusk FSM HubSpot Integration Setup Guide

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