HubSpot + SimPRO

Connect HubSpot to SimPRO - Automate Your Workflow

Your team uses HubSpot and SimPRO every day. Our custom integration ensures data flows between them automatically - no more tab-switching, copy-pasting, or worrying about missed updates.

8+ hours/week

Saved weekly

98%

Client retention

3 months

Post-launch support

One-way

Sync direction

Book Free Assessment View All Integrations

Why Connect HubSpot to SimPRO?

Reporting across HubSpot and SimPRO requires painful manual exports and spreadsheet merges

Online orders in HubSpot and in-store inventory in SimPRO are never in sync, frustrating customers

HubSpot limitations compound the integration challenge: contact-based pricing means your costs increase as your database grows, even if those contacts are inactive or unengaged

No single source of truth when deals live in two disconnected tools, so staff second-guess which system has the correct information

New team members take longer to onboard because they must learn manual workarounds to keep HubSpot and SimPRO aligned

Pipeline data in HubSpot is not reflected in SimPRO, so sales forecasting relies on stale numbers

How We Help

Australian mid-market businesses lose hours every week copying contacts and companies between HubSpot and SimPRO. Clever Ops builds a custom integration that automates this entire workflow, so your team can redirect that time to higher-value tasks. On the technical side, HubSpot uses a REST API with OAuth authentication, and SimPRO authenticates via OAuth, which our team handles as part of the build.

Amplify HubSpot Strengths

HubSpot excels because free tier includes contact management, deal tracking, and email templates - genuinely useful without paying a cent. Connecting it to SimPRO ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep HubSpot and SimPRO in sync, even as your business doubles.

Eliminate Manual Data Entry

Stop copying deals between HubSpot and SimPRO by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Unlock SimPRO Value

SimPRO stands out because end-to-end project management for trades with quoting, scheduling, job costing, purchasing, and asset management in one platform. Integrating it with HubSpot means your team gets this benefit with complete, accurate data flowing in automatically.

HubSpot to SimPRO Use Cases

Scheduled reconciliation between HubSpot and SimPRO

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Automated error handling and retry for HubSpot/SimPRO sync

When a sync between HubSpot and SimPRO fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Sync deals pipeline between HubSpot and SimPRO

Keep deals and quotes records aligned across both platforms. When a deal moves to a new stage in HubSpot, the corresponding quote in SimPRO updates automatically, ensuring both sales and operations teams have accurate pipeline visibility.

Data Mapping

How data flows between HubSpot and SimPRO

HubSpot	→	SimPRO	Notes
HubSpot Invoices -> amount	→	SimPRO Invoices -> Total	Financial values validated for decimal precision and currency alignment
HubSpot Deals	→	SimPRO Quotes	Deal and opportunity data including stage, value, and associated contacts kept in sync for accurate pipeline reporting.
HubSpot Timestamps	→	SimPRO Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
HubSpot Owner/Assignee	→	SimPRO Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
HubSpot Record IDs	→	SimPRO External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
HubSpot Contacts	→	SimPRO Custom Fields	Contacts data from HubSpot stored in SimPRO custom fields for reference
HubSpot Companies	→	SimPRO Custom Fields	Companies data from HubSpot stored in SimPRO custom fields for reference
HubSpot Emails	→	SimPRO Custom Fields	Emails data from HubSpot stored in SimPRO custom fields for reference
HubSpot Tickets	→	SimPRO Custom Fields	Tickets data from HubSpot stored in SimPRO custom fields for reference

HubSpot + SimPRO Integration FAQ

The most common data objects synced between HubSpot and SimPRO include deals. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, using OAuth 2.0 authentication with scoped permissions, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Most HubSpot to SimPRO integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Integration pricing depends on complexity, including the number of data objects synced (deals), sync direction, custom business rules, and volume. Most HubSpot to SimPRO integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

We map crm & sales data like contacts and companies from HubSpot to the corresponding industry tools structures in SimPRO. Our team handles data transformation, validation, and conflict resolution between the two system types.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting (HubSpot's API allows 100 requests per 10 seconds (OAuth) or 150 requests per 10 seconds (private apps)), pagination, and queuing to ensure reliable performance at any scale.

Our integrations include retry logic and error queuing. If SimPRO is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.