Contact Sync Automation
Bi-directional contact sync keeps your sales and field service teams working from the same customer data - always up to date.
Field Mapping
Every field syncs automatically between HubSpot and Fieldproxy
Why Sync Contacts?
End the chaos of disconnected customer data
Real-Time Bi-Directional Sync
Changes in either system instantly reflect in the other - no delays, no manual updates
Single Source of Truth
End duplicate records and conflicting data between your CRM and field service
Complete Customer Context
Field techs see full CRM history - sales techs see service records
Data Integrity
Automatic deduplication and conflict resolution keeps data clean
Zero Manual Entry
No more copying customer info between systems - it just works
Smart Field Mapping
Map any HubSpot property to any Fieldproxy field including custom fields
How It Works in Practice
Real scenarios showing bi-directional sync in action
New contact created in HubSpot
Customer automatically appears in Fieldproxy for job assignment
Technician updates customer phone on-site
HubSpot contact record updated instantly
Contact lifecycle stage changes
Customer status and priority updated in Fieldproxy
New service location added
Additional address synced to HubSpot contact
Notes added in either system
Full activity timeline visible in both platforms
Industry Use Cases
How different industries leverage contact sync
Multi-Location Customers
Sync customers with multiple properties across both systems seamlessly
Enterprise Accounts
Keep complex account hierarchies aligned between sales and service
Asset-Customer Links
Sync equipment ownership and warranty data with customer records
Tenant Management
Sync tenant contacts with property and unit associations
Related HubSpot Automations
Ready to Sync Your Contacts?
Start syncing customer data between HubSpot and Fieldproxy. Setup takes less than 30 minutes.