What gets synced
When a technician finalizes a service ticket in ServiceCam.Pro, the integration pushes four things to your HubSpot account:
- Contact. Matched by email, or created new. Populated with customer name, phone, email, and address from the ticket.
- Deal. Created on every finalized ticket, associated to the Contact. Includes the issue description, equipment model, technician notes, and service address.
- Engagement Note. Attached to both the Deal and the Contact. Contains the full session summary and time-limited signed links to the recording MP4, audio file, and transcript.
- Field mappings (optional). Account owners can customize which ServiceCam fields map to which HubSpot properties from the Account Settings page.
Prerequisites
- A ServiceCam.Pro account on any paid plan (Starter, Pro, or Team). The HubSpot integration is included at no additional cost.
- A HubSpot account (Free, Starter, Professional, or Enterprise) where you have permission to install apps.
- Account owner access in ServiceCam.Pro. Sub-user technicians can use the data once the integration is live, but only the account owner can connect, disconnect, or change field mappings.
How to connect HubSpot
- Sign in to ServiceCam.Pro at servicecam.pro/login as the account owner.
- Open Account Settings from the top-right menu.
- Scroll to the CRM Integrations section and click Connect HubSpot.
- You will be redirected to HubSpot's consent screen. Choose the HubSpot account you want to link and review the requested permissions.
- Click Connect app. HubSpot redirects you back to ServiceCam.Pro and the HubSpot card shows "Connected".
- Finalize a ticket to trigger the first sync. Within five minutes, the Contact, Deal, and Engagement Note appear in your HubSpot account.
What permissions we request, and why
ServiceCam.Pro requests only the scopes required to create the Contact, Deal, and Engagement Note for each finalized ticket:
- crm.objects.contacts.read and crm.objects.contacts.write — Match existing customers by email and create new Contacts when a ticket is finalized for an unknown customer.
- crm.objects.deals.read and crm.objects.deals.write — Create Deals representing each service call and associate them to the matched Contact.
- crm.schemas.contacts.read and crm.schemas.deals.read — Read property definitions so field-mapping customizations match the correct HubSpot property names and types.
ServiceCam.Pro does not request access to marketing, workflows, reports, or any property outside the Contacts and Deals objects.
Field mapping
Default mappings ship with the integration and work out of the box. To customize, open Account Settings → CRM Integrations, click Field Mapping on the HubSpot card, and adjust which ServiceCam.Pro fields push to which HubSpot properties. Mappings can be enabled or disabled individually. Source fields include customer name, phone, email, address, equipment model, issue description, technician notes, and signed artifact links (recording, transcript, audio, images).
Searching HubSpot contacts during ticket intake
Once HubSpot is connected, a Search CRM Contacts input appears at the top of the ticket intake form. Technicians can type a name, email, or phone number to search the account's HubSpot contacts in real time. Selecting a result auto-fills the customer name, phone, email, and address on the ticket. This feature is available to all signed-in users, not just account owners.
Monitoring sync status
From Account Settings → CRM Integrations, click Show Log to see the recent sync events for all connected CRMs. Delivered events show the external HubSpot record IDs. Failed events can be retried with a single click. Each ticket's detail page also includes a CRM Sync section that shows per-ticket sync status and exposes a manual Sync to CRM button.
Disconnecting HubSpot
Open Account Settings → CRM Integrations and click Disconnect on the HubSpot card. ServiceCam.Pro immediately removes the encrypted OAuth tokens from its database and stops syncing future tickets. Contacts, Deals, and Notes already created in HubSpot are not deleted. You may also revoke the integration from inside HubSpot at Settings → Integrations → Connected Apps.
How we handle your data
- Tokens. HubSpot OAuth access tokens and refresh tokens are encrypted at rest using AES-256-GCM and are decrypted only in memory at the moment an API call is made.
- Scope. The app reads and writes only Contacts and Deals. It does not access marketing emails, workflows, reports, or any other HubSpot object.
- Artifact links. Recording, transcript, and audio URLs written into HubSpot are signed and time-limited. Viewing the media still requires clicking through to ServiceCam.Pro, where access is revocable.
- Retention. Uninstalling or disconnecting deletes the tokens immediately. For data retention details, see our privacy policy.
Troubleshooting
- "Invalid or expired OAuth state" after clicking Connect. The session timed out between starting the connection and accepting consent. Return to Account Settings and click Connect HubSpot again.
- Ticket finalized but nothing in HubSpot. Open the ticket detail page's CRM Sync section and click Sync to CRM. If still missing, open the sync log on Account Settings and check the last error.
- Contact not matched. The integration matches Contacts by email. If the ticket has no customer email, a new Contact is created on each sync. Fill in the customer email field at ticket intake to enable deduplication.
- Unverified app warning during consent. ServiceCam.Pro's HubSpot app may appear as "unverified" while listing review is in progress. Clicking through is safe — the integration is ours and the OAuth flow is standard.
Support
Questions, installation help, or issues with a specific sync? Contact the ServiceCam.Pro team at support@servicecam.pro. Include your account email and, if relevant, the ticket ID and sync event ID from the Account Settings sync log so we can trace the issue.
Related pages
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