HubSpot + Jobber Integration Guide

This guide walks you through setting up a complete integration between HubSpot (CRM) and Jobber (field service management). By the end, your contacts and clients will sync seamlessly between both platforms.

Overview

Goal: Keep HubSpot contacts and Jobber clients in sync, so your sales and field service teams always have access to the same customer information.

What You'll Achieve:

• New HubSpot contacts automatically create Jobber clients
• New Jobber clients appear in HubSpot for sales follow-up
• Updates in either system sync to the other
• Phone numbers and addresses stay consistent

Time Required: 15-20 minutes

Prerequisites

Before starting, ensure you have:

• [ ] A FluxCascade account (sign up free)
• [ ] Admin access to your HubSpot portal
• [ ] Admin access to your Jobber account
• [ ] Both platforms connected to FluxCascade

If you haven't connected your platforms yet, follow this guide first.

Step 1: Plan Your Field Mapping

Before creating the mapping, decide which fields to sync:

Recommended Field Pairs

Address Handling

Addresses require special attention because HubSpot stores them in separate fields while Jobber uses a structured format:

Option A: Sync individual fields

• HubSpot address → Jobber billing_address.street
• HubSpot city → Jobber billing_address.city
• HubSpot state → Jobber billing_address.province
• HubSpot zip → Jobber billing_address.postal_code

Option B: Use address transformation

• Combine HubSpot address fields with address_single_line transform

Step 2: Create the Mapping

1. Go to Mappings in FluxCascade
2. Click New Mapping
3. Configure the basics:

Source:

• Connection: Your HubSpot connection
• Object: Contacts

Target:

• Connection: Your Jobber connection
• Object: Clients

Direction: Bidirectional (recommended)

4. Click Continue

Step 3: Configure Field Pairs

Basic Fields

Add these field pairs:

1. First Name

   • Source: firstname
   • Target: first_name
   • Transform: None

2. Last Name

   • Source: lastname
   • Target: last_name
   • Transform: None

3. Email (Matching Field)

   • Source: email
   • Target: email
   • Transform: lowercase (for consistent matching)
   • Mark as Matching Field

4. Phone

   • Source: phone
   • Target: phone
   • Transform: phone_e164
   • Default country: US (or your country)

Address Fields

Add address mapping based on your chosen approach:

For separate fields:

5. Street Address

   • Source: address
   • Target: billing_address.street1

6. City

   • Source: city
   • Target: billing_address.city

7. State/Province

   • Source: state
   • Target: billing_address.province

8. Postal Code

   • Source: zip
   • Target: billing_address.postal_code

Optional Fields

Add based on your needs:

• Company: company → company_name
• Notes: hs_notes → notes (one-way, HubSpot → Jobber)

Step 4: Set Matching Strategy

Configure how records are matched between systems:

1. In mapping settings, find Matching Strategy
2. Select Email as the primary matching field
3. Enable Case Insensitive Matching

This ensures John@Example.com and john@example.com are treated as the same person.

Step 5: Configure Conflict Resolution

For bidirectional sync, decide how to handle conflicts:

Recommended Settings:

• Overall Strategy: Last Write Wins
• Email field: Source (HubSpot) wins – CRM owns email
• Phone field: Last Write Wins – both teams update
• Address field: Target (Jobber) wins – field teams have accurate addresses

Step 6: Test the Mapping

Before going live:

1. Click Test Sync

2. Review the preview showing what would sync

3. Check for:

   • Correct field mapping
   • Expected record counts
   • Any transformation errors

4. If issues, adjust configuration and test again

Step 7: Run Initial Sync

Once testing looks good:

1. Click Sync Now
2. Choose Full Sync for initial population
3. Monitor progress in real-time
4. Review completion statistics

Expected Results:

• HubSpot contacts created as Jobber clients
• Jobber clients created as HubSpot contacts (bidirectional)
• Existing matches updated with consistent data

Step 8: Enable Scheduled Sync

Set up automatic syncing:

1. Go to mapping Settings
2. Enable Scheduled Sync
3. Choose frequency: Every 15 minutes (recommended)
4. Save

Step 9: Enable Real-time Sync (Optional)

For instant synchronization:

1. Go to mapping Settings
2. Enable Real-time Sync
3. FluxCascade registers webhooks with both platforms
4. Changes sync within seconds

Verification

Check HubSpot

1. Open a contact that should have synced
2. Verify Jobber-created contacts appear
3. Check field values match

Check Jobber

1. Open a client that should have synced
2. Verify HubSpot-created clients appear
3. Check field values match

Review Sync Logs

1. Go to Syncs
2. Click on recent sync jobs
3. Verify success rates and any errors

Common Issues & Solutions

Phone Numbers Not Syncing

Cause: Format mismatch

Solution: Add phone_e164 transform to normalize formats

Duplicate Clients Created

Cause: Matching not finding existing records

Solution:

1. Ensure email is the matching field
2. Enable case-insensitive matching
3. Verify emails are populated in source records

Addresses Incomplete

Cause: Field mapping incomplete or address parsing issues

Solution:

1. Map all address components individually
2. Or use address transformation
3. Check source data has complete addresses

Sync Errors on Specific Records

Cause: Missing required data or validation failures

Solution:

1. Check sync logs for specific error
2. Fix data in source system
3. Re-run sync

Best Practices

1. Start with essential fields – Add more later after verifying basics work

2. Use email for matching – Most reliable unique identifier for contacts

3. Normalize phone numbers – Prevents mismatches and duplicates

4. Consider field ownership – Decide which team owns which data

5. Monitor regularly – Check sync health weekly

Next Steps

• Create Deals to Jobs mapping – Sync opportunities to jobs
• Field Transformations – Advanced data transformation
• Error Handling – Handle sync failures