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HubSpot First Field Service Management

Keep HubSpot as the system of record, execute Work in Dusk FSM, sync status, notes, and outcomes back automatically.

Install the HubSpot App Book Guided Setup How it works

Turn Deals and Tickets into dispatched Work

  • Create Work from a Deal stage change, Ticket status, workflow, or the Dusk CRM Card.
  • Pre-fill Work with Customer details, site info, SLA, and required forms.
  • Dispatch from HubSpot or from Dusk Unassigned Work, your choice.
  • Reduce admin with automatic linking, updates, and record keeping.

Close the loop back into HubSpot automatically

  • Sync Work status, timestamps, notes, and completion outcomes.
  • Link to completed forms and field data directly from HubSpot records.
  • Surface staff skills, availability, and capacity to support scheduling decisions.
  • Keep your HubSpot timeline and reporting accurate without duplicate entry.

HubSpot as system of record, Dusk FSM as execution layer

Stays in HubSpot

Customers, Contacts, Deals, Tickets, pipeline history, timelines, reporting.

Runs in Dusk FSM

Dispatch, scheduling, Work execution, forms, checklists, time tracking, field outcomes.

Syncs back to HubSpot

Work status, notes, completion data, links to forms, key timestamps.

This keeps RevOps and service aligned, while giving dispatchers and field teams the tooling they need to execute Work consistently.

How HubSpot and Dusk FSM work together

  1. Trigger Work creation from a Deal stage change, Ticket status, HubSpot workflow, or the Dusk CRM Card action.
  2. Dusk FSM creates Work with the right Work type, required forms, checklists, and linked Customer context.
  3. Dispatch and schedule using skills, availability, capacity, region, and location, from HubSpot surfaced insights or Dusk operational views.
  4. Field teams complete Work in the Dusk mobile app, capturing notes, photos, measurements, and signatures where needed.
  5. HubSpot updates automatically with status, key timestamps, and links to outcomes, so your CRM timeline stays accurate.
Install the HubSpot App, keep HubSpot as the source of record
Install the App Book Guided Setup