HubSpot and Scoop® Integration

Combine Powerful CRM Functions with Unique Project Workflow Automation & Reporting

CRM

Integration Overview

Powered by Scoop’s world-class GLOO™ integration platform, the HubSpot and Scoop Solar sync enables customers to achieve a powerful end-to-end solution. This integration combines your favourite CRM functions with Scoop’s unique mPMA workflow automation, project management, and reporting capabilities.

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Integration Benefits

Streamline your CRM functions to eliminate manual data re-entry and communication.

Create automated workflows that transfer lead data from HubSpot to Scoop and back again, ensuring consistency among your software tools.
Scoop’s mobile app allows your sales reps to access and update client information while on-site, including data, documents, pictures, and videos.
The Project Tracker Live™ dashboards updates automatically to provide real-time insight on your sales funnel.
See how many leads are in the pipeline, monthly commission reports, and more with LOOXY™ Analytics by Scoop.

What is HubSpot?

HubSpot is a CRM platform that brings everything scaling companies need to deliver a best-in-class customer experience into one place.

Your Tools Can Talk

Scoop allows you to work smarter, not harder. As you and your team make changes in one tool, create automated workflows and custom triggers to see those changes and others reflected across both tools. Typical actions include:

Create Client Site

Create Project

Create Task

Create Sales or
Service Visit

Advance Project Stage

Update Fields

Update Crew / Lead

Invite Users

Update User Access

Set Start / End / Due Date

Deactivate / Reactivate Project

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01    Choose Your Connections

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02    Specify Your Integrations

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03   Go Live, Monitor & Evolve

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment.  When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance.  Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

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