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HubSpot Integration: Connect Field Sales to Revenue

Your field reps knock doors, prospect, and close deals—but if those activities don’t reach HubSpot, they never happened. Connect SPOTIO to HubSpot via Zapier and every call, lead, and site visit syncs effortlessly to create deals, trigger workflows, and build pipeline. Zero manual entry.

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Trusted by Top-Performing Field Sales Teams

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Eliminate the Field Sales Blind Spot

HubSpot is built to connect everything—Marketing, Sales, and Service. But for most companies, Field Sales is the missing link.

  • Invisible Data: Field reps meet prospects face-to-face, but that goldmine of data never makes it back to HubSpot.
  • Stalled Workflows: You have amazing email automation set up in HubSpot, but because field reps aren’t updating statuses, those emails never trigger.
  • Manual Friction: Forcing door-to-door reps to use the HubSpot mobile app slows them down, leading to empty CRM records.
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Give Reps a Mobile Tool They’ll Actually Use

SPOTIO is a mobile-first platform built specifically for field sales. Reps can log calls, update lead statuses, and navigate routes right from their phone or tablet. When you connect SPOTIO to HubSpot via Zapier, every action reps take in the field automatically flows into your CRM. This isn’t just a sync—it’s a revenue engine.

  • Total Customization: You decide which fields map, when they sync, and what happens next.
  • Multi-Step Zaps: Create a deal, Slack the manager, and enroll the contact in a nurture sequence—all from one rep action in SPOTIO.
  • No Code Required: If you can click a mouse, you can build these workflows.
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Three Workflows That Drive Immediate ROI

  • The “Instant Deal” Builder — When reps mark a lead as “Qualified” in SPOTIO, Zapier creates a Deal in HubSpot, assigns it to that rep, and moves it to “Appointment Scheduled.”
  • The “Inbound-to-Field” Handoff — When prospects fill out a website form in HubSpot, Zapier creates a lead in SPOTIO and pins it on the map for the nearest rep to visit immediately.
  • The “Nurture” Safety Net — When reps mark a lead as “Not Interested” in SPOTIO, Zapier updates the contact to “Cold” in HubSpot and enrolls them in a long-term drip campaign.
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Six Steps to Seamless Data Flow

You don’t need a developer. You just need a plan.

  1. Prep Your Pipeline: Ensure your SPOTIO Pipeline Stages (e.g., “Qualified,” “Contract Sent”) match your HubSpot Deal Stages.
  2. Connect Zapier: In SPOTIO Settings, toggle “Zapier Integration” to ON.
  3. Choose Your Trigger: Select “SPOTIO” in Zapier and choose an event (e.g., New Lead or Stage Changed).
  4. Choose Your Action: Select “HubSpot” and choose the outcome (e.g., Create/Update Contact).
  5. Map the Fields: Drag and drop to match SPOTIO’s “Lead Name” to HubSpot’s “Contact Name.”
  6. Turn it Live: Watch the data flow automatically.
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The SPOTIO Advantage

A great field sales platform shouldn’t live in isolation. We built SPOTIO to be a team player that enhances your existing tools and workflows.

Integrate with confidence. With support for enterprise-grade Single Sign-On (SSO) and SOC 2 compliance, our platform is designed to meet the strict requirements of your IT department.

SPOTIO enhances your CRM with best-in-class field sales functionality. We make your system of record more powerful by feeding it accurate, real-time field data it could never capture on its own.

Whether you’re a sales manager who needs a quick Zapier workflow or a developer building a custom solution with our API, our platform provides the right level of power and flexibility for every use case.

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What Our Customers Say

SPOTIO has revolutionized our sales team’s workflow. The ability to strategically plan and execute our daily tasks has significantly improved our efficiency and productivity.

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Ron Dvir
VP of Business Development, Hadco Metal Trading

I evaluated at least eight platforms. SPOTIO stood out based on its true scalability and because our IT team approved its integrations up front. Other vendors just couldn’t handle our requirements or didn’t provide direct access for us to test.

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Tshacha Romeo
Sales Director, Brightspeed

We hit a wall with SalesRabbit—at 500,000 leads, we’d onboard thousands more and suddenly territories would just disappear. Our business couldn’t wait 3-4 months for a fix, so I evaluated at least eight other platforms – several in-person at their corporate offices. SPOTIO stood out based on its true scalability and because our IT team approved its integrations up front. Other vendors just couldn’t handle our requirements or didn’t provide direct access for us to test.

We ended up exiting our SalesRabbit contract early—SPOTIO met our expectations and let us get back to growing the business.

Tshacha Romeo
Sales Director, Brightspeed

Partnering with SPOTIO has been a game-changer. All of our top producers use it. Everybody adopted it because it’s a bedrock of success.

Avery Lawson
Executive VP, Wholesale Payments

If you’re scaling a field sales team, you need visibility. A platform like SPOTIO isn’t about ‘big brother’ monitoring – it’s about helping reps close more deals and make more money. SPOTIO is an investment, not an expense.

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Ryan Dendievel
SVP of Sales and Marketing, Wire 3
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If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

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Mike Shirley
Chief Sales Officer, HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer, HomePro

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch
President, Storm Guard
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FAQs

Find answers to common questions about the SPOTIO integration with HubSpot.

This integration leverages Zapier, the industry standard for connecting apps. This approach offers significant flexibility, allowing you to connect SPOTIO to HubSpot and 5,000+ other apps simultaneously.

Yes. Whether you are on HubSpot Free, Starter, Professional, or Enterprise, you can accept data via Zapier.

Zapier triggers run automatically based on your Zapier plan settings (typically every 5 to 15 minutes or instantly via Webhooks). For most field sales use cases, the data transfer feels immediate.

Yes! If you are on HubSpot Enterprise with Custom Objects, Zapier allows you to map SPOTIO data directly to those custom structures.

Many basic integrations work on Zapier’s free tier. However, for multi-step Zaps (e.g., Create Deal + Send Email) or high-volume syncing, a paid Zapier plan is recommended.

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