ArborNote’s HubSpot integration keeps your field operations and sales CRM in perfect sync. No double entry, no switching between apps, no missed follow-ups.

What Syncs Between ArborNote & HubSpot

Create or edit a client in ArborNote and the company appears in HubSpot, and vice versa. Contact details like name, address, phone, and email stay up to date on both sides automatically.

How It Transforms Your Workflow

 Automatic Deal Creation: When you submit a proposal in ArborNote, a deal is automatically created in your HubSpot pipeline. No manual entry – your team sees it the moment it goes out.

 Proposal-to-Deal Pipeline Sync: Proposal approved in ArborNote? The deal moves to Closed Won in HubSpot. Proposal lost? The deal moves to Closed Lost. Both systems always reflect the same status, in real time.

 Full Deal Stage Mapping: Track jobs from Submitted through Scheduled, Completed, Billed, and Paid. Every stage in your ArborNote workflow maps to a corresponding stage in your HubSpot pipeline. Get full operational visibility across both platforms.

 Proposal Links Inside HubSpot: Access your ArborNote proposals directly from HubSpot deal records. Your team can review proposals without ever leaving HubSpot.

 Enhanced Insights: Leverage HubSpot’s analytics and reporting tools with your live ArborNote sales data flowing in automatically. Make faster, more informed business decisions.

 Zero Double Entry: Client info, company details, and contact updates sync automatically between ArborNote and HubSpot via real-time webhooks. Update once, and both systems reflect the change.

The ArborNote HubSpot Integration is available to Enterprise customers.