HubSpot integration to transfer master data
With the ZEP HubSpot integration, customer data, contacts and deals automatically flow into ZEP — where they become bookable projects directly. HubSpot remains the leading system, ZEP takes care of time recording and billing.
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That's how it works HubSpot integration
From CRM opportunity to billable project — without media disruption.
Automatically synchronize customer master data
- Company name, address, and contact details flow automatically from HubSpot to ZEP
- Contact persons are transferred directly
- Changes in HubSpot have an immediate effect on ZEP — without manual rework
HubSpot deals become ZEP projects
- Deals in defined phases are automatically created as projects in ZEP
- Deal name, company and deal ID are transferred directly
- Your team can start recording time as soon as an order is won
Flexible control of synchronization
- Individual customers or deals can be specifically excluded from synchronization
- The connection can be disconnected and restored at any time per customer or project
- You have full control over which data appears in ZEP
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How to configure the HubSpot interface
Connect HubSpot to ZEP
The setup is done in just a few minutes. First, create a private app in HubSpot and grant the necessary CRM permissions. You then enter the generated access token in ZEP under Administration > Interfaces > HubSpot one.
Optionally, define which deal phases should be automatically created as projects in ZEP. Finally, set up in ZEP at Administration > System > Tasks enter a new HubSpot task — from then on, the synchronization automatically runs in the background.
FAQ
Frequently asked questions and answers about ZEP HubSpot integration.
Who is HubSpot integration with ZEP for?
The integration is particularly suitable for consulting and service companies that use HubSpot for their CRM and ZEP for project management and time recording. They particularly benefit teams that want to quickly transfer won deals into billable projects — without manually transferring data between two systems.
Does HubSpot sync work both ways?
No, the synchronization runs one-way from HubSpot to ZEP. HubSpot is the leading system for customer master data. As long as the connection is active, this data cannot be changed manually in ZEP. Time recording and project data remains in ZEP and is not transferred back to HubSpot.
What's the difference between ZEP and HubSpot — and why do I need both?
HubSpot is a CRM system and manages customer relationships, deals, and sales processes. ZEP is project time recording and billing software for service providers. The integration connects both worlds: Master data from HubSpot automatically flows into ZEP, where projects can be conveniently booked and billed — without double data maintenance.
Can I have HubSpot deals automatically created as projects in ZEP?
Yes In ZEP, you define which HubSpot deal phases should be automatically adopted as projects. As soon as a deal reaches the configured phase, it is created as a project in ZEP — with all relevant master data. In this way, your team starts recording time directly, without an intermediate manual step.
What data does the HubSpot integration sync with ZEP?
The HubSpot integration automatically transfers company name, address, phone number, website, comments, and all connected contacts from HubSpot to ZEP. In addition, HubSpot deals can be synchronized as projects in ZEP — including deal name, deal ID and associated company. HubSpot acts as the leading system for all master data.
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