Turn HubSpot quote requests into Service Fusion customers
The moment a HubSpot quote request lands, create the matching Service Fusion customer and ping Slack so a dispatcher can call within minutes.
Service Fusion
HubSpot
Slack BotSalesOperationsNotifications & AlertsData SyncLead EnrichmentBuild a workflow that hands off every new HubSpot Request a Quote lead to Service Fusion and pings a dispatcher in Slack, so a real person is calling the customer within minutes of the form submission.
Trigger: webhook. The source is a HubSpot workflow that fires an outgoing webhook when a contact submits the Request a Quote form. The incoming payload should carry the HubSpot contact ID (vid or hs_object_id).
Step 1: call HubSpot Get Contact using the contact ID from the webhook. Request the full lead properties: firstname, lastname, phone, email, address, city, state, zip, plus the custom properties that carry the requested service and any customer notes captured on the form.
Step 2: call Service Fusion Create Customer to create the matching customer record. Map the HubSpot fields into the Service Fusion body as follows: customer_name = firstname + lastname (or the company name if provided); contacts = an array with one entry containing fname, lname, and is_primary=true; phones = an array with the HubSpot phone number and phone_type set to something like Mobile; emails = an array with the HubSpot email; locations = an array with one entry containing the HubSpot street address, city, state, postal_code, and is_primary_billing / is_primary_service set to true so the record is ready for a job to be booked against it. Include the requested service and any notes as customer_notes or in the private_notes field. Foreign-key fields such as agent or customer_source accept either the integer id or the header/name string, so a caller can pass either.
Step 3: call Slack Bot Send a Message to post a heads-up to the #new-leads channel. The message should include: the customer name, the requested service, the phone number formatted so a dispatcher can click to call, a direct link back to the HubSpot contact (https://app.hubspot.com/contacts/<portalId>/contact/<contactId>), and the new Service Fusion customer ID so the dispatcher can jump straight to the record. Use Slack mrkdwn (single asterisks for bold, <url|text> for links).
Error handling: if Service Fusion Create Customer fails, still post to Slack with the raw HubSpot info and the error message so a dispatcher can call the lead manually. Do not swallow failures silently. Log each step so a rerun can be triaged.
What does this prompt do?
- Creates a Service Fusion customer with the caller's name, phone, email, and service address the second a HubSpot quote request comes in.
- Posts a heads-up to your #new-leads Slack channel with the customer's name, requested service, phone number, and a direct link back to the HubSpot lead.
- Includes the new Service Fusion customer ID in the Slack message so a dispatcher can jump straight to the record and book the visit.
- Removes the copy-paste step between your marketing site and your field service software so no lead sits cold.
What do I need to use this?
- A HubSpot account with a Request a Quote form and permission to add a workflow that sends an outgoing webhook
- A Service Fusion account with a login that can create customers
- A Slack workspace with a #new-leads channel your dispatchers watch
How can I customize it?
- Point the Slack heads-up at any channel your dispatchers watch, not just #new-leads.
- Map extra HubSpot fields (referral source, best time to call, second phone) into the Service Fusion customer contact or location.
- Tweak the Slack message wording or add an urgent flag for leads that arrive after hours.
FAQs
Do I need a paid HubSpot plan to trigger this?
What happens if the same person submits the form twice?
Which HubSpot fields end up on the Service Fusion customer?
Can I send the heads-up somewhere other than Slack?
Will this work if my dispatcher lives in Service Fusion, not Slack?
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Stop retyping HubSpot leads into Service Fusion.
Every quote request lands as a ready-to-schedule Service Fusion customer and a Slack heads-up before your dispatcher's phone stops ringing.