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HubSpot and Dusk FSM Integration Overview

# 📌 HubSpot + Dusk FSM Integration Overview

This guide covers everything you can do with the HubSpot and Dusk FSM integration—from automating job creation to syncing contacts and dispatching jobs from both platforms.

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## 🔗 [Connecting HubSpot to Dusk FSM](#connecting-hubspot-to-dusk-fsm)

Step-by-step instructions to authorize your account and verify the connection.  
🖼️ _Image: System Settings > General > Integrations_

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## 📤 [Dispatch from the HubSpot CRM App Card](#dispatch-from-crm-app-card)

Create and assign jobs directly from a HubSpot Ticket or Deal record using the embedded Dusk FSM App Card.

- Works from timeline views
- Includes field type selectors
- Enables immediate job creation + notifications

![Dispatch from the Dusk FSM HubSpot CRM App Card](https://help.duskmobile.com/uploads/markdown/20250521-175824-912.png "Dispatch from the Dusk FSM HubSpot CRM App Card")

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## 🗓️ [Dispatch via Dusk FSM Scheduler](#dispatch-via-scheduler)

Jobs triggered from HubSpot show up as “Unassigned” in Dusk FSM.

- View technician availability
- Use drag-and-drop to assign work
- Dispatch in real-time from map/calendar view

![Dispatch via Dusk FSM Scheduler](https://help.duskmobile.com/uploads/markdown/20250521-180043-506.png "Dispatch via Dusk FSM Scheduler")

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## 🔁 [Auto-Create Jobs from HubSpot Tickets](#auto-create-from-tickets)

Automatically trigger job creation when Ticket Status changes (e.g., “New”).

- Create Single or Multi-task jobs
- Define “Work Type” field in Ticket settings
- Close jobs sync back to HubSpot as “Closed”

🖼️ _Image: Work Type field + Ticket Status rules_

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## 📈 [Auto-Create Jobs from HubSpot Deals](#auto-create-from-deals)

Create and sync jobs based on Deal Stage movement (e.g., “Closed Won”).

- Define Deal Stage rules
- Track jobs from pipeline
- Sync updates back to HubSpot

![Deal Auto Create Unassigned Jobs from HubSpot](https://help.duskmobile.com/uploads/markdown/20250521-180400-161.png "Deal Auto Create Unassigned Jobs from HubSpot")

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## 📇 [Sync Contacts & Products](#sync-contacts-products)

- Auto-sync Contacts → Customers
- Auto-sync Products → Materials
- Filter + manually select sync records
- One-way or two-way sync controls

🖼️ _Image: Contact sync UI and Product selector_

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## 📊 [Preview HubSpot Data in Dusk FSM Forms](#custom-objects-forms)

- Add read-only HubSpot fields to mobile forms
- Use Form Builder drag-and-drop
- Supports Contacts, Deals, Tickets

🖼️ _Image: Form Builder + HubSpot object selector_

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## 🧠 [FAQs & Troubleshooting](#faqs)

- “Can I control what syncs?” → Yes.
- “Can I push job completion back to HubSpot?” → Yes for Tickets & Deals.
- “What’s the most common use case?” → Deal stage automation.

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Updated on May 22, 2025

HubSpot and Dusk FSM Integration Overview

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