HubSpot™ Integration for Lead Tracking

In many construction companies, sales and project management live in separate systems—leads are captured in a CRM, while estimates, bids, and jobs are managed in ConstructionOnline. That separation creates duplicate data entry, communication gaps, and leads that slip through the cracks.

ConstructionOnline's integration with HubSpot connects your CRM and project management workflows so lead and contact information stays consistent across both platforms. Whether a lead originates in HubSpot or in ConstructionOnline, contacts can be synced automatically or sent manually between the two—giving your team a single, up-to-date source of truth from first contact through project execution.

What the HubSpot Integration Does

• Syncs contacts and leads between HubSpot and ConstructionOnline, automatically or manually
• Creates or updates ConstructionOnline Leads from HubSpot contacts based on the HubSpot Lead Status you choose
• Keeps lead details consistent across your sales and project teams, reducing duplicate entry
• Connects business development with project execution so opportunities aren't lost in the handoff

HubSpot Integration Availability

• Subscription Level: The HubSpot Integration is available for ConstructionOnline accounts with active Team, Business, and Enterprise subscriptions.
• HubSpot Account Required: A HubSpot account is required to use the integration. HubSpot offers a free CRM plan.
• Company-Wide: The integration is managed at the Company Account level — connection status and settings apply to all users.
• Browser Access: The HubSpot Integration is currently available exclusively via browser access to ConstructionOnline.

Set Up and Use the HubSpot Integration

Full setup and usage documentation lives in the Integrations library of the ConstructionOnline Knowledge Base: 

• Integrate with HubSpot:Connect your HubSpot account and configure integration settings
• Manage HubSpot Integration Settings: Adjust how contacts and leads sync between platforms
• Manually Send ConstructionOnline Lead(s) to HubSpot: Push selected leads to HubSpot on demand
• Manually Send HubSpot Leads to ConstructionOnline: Bring HubSpot leads into ConstructionOnline on demand

HAVE MORE QUESTIONS?

• For setup and configuration, start with Integrate with HubSpot under Integrations. 
• For help with your HubSpot account, visit HubSpot's Knowledge Base.
• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner, or visit the UDA Support Page.