Why This Matters
Connecting your tools to SubcontractorHub means less manual data entry, fewer mistakes, and more time to focus on what you do best — running your business and closing jobs.
What You'll Need
Admin access to SubcontractorHub
An active account with the tool you're connecting
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1: In today's fast-paced business environment, having a robust Customer Relati
Step 2: Our platform acknowledges this need and offers seamless integrations with l
Step 3: These direct integrations are designed to streamline your processes, enabli
Step 4: Our flexible solution connects our system with almost any CRM software via
Step 5: This powerful tool acts as a bridge, allowing for the automation of workflo
Step 6: Whether you're looking to enhance lead tracking, automate contact updates,
Step 7: When SubcontractorHub users add a new customer, the lead will automatically
Step 8: Salesforce will automatically create a file when a lead is converted into a
Step 9: When SubcontractorHub users add a new customer, the lead will automatically
Step 10: Hubspot can be located in SubcontractorHub’s Integrations tab, under the “C
Step 11: When a new customer is added to SubcontractorHub, an account will automatic
Step 12: When the customer is converted into a project, their lead information syncs
Step 13: When a new customer is added to SubcontractorHub, a new opportunity will au
Step 14: Once the customer’s proposal is converted into a project or a new project i
Step 15: When a new customer is added to SubcontractorHub, keap automatically create
Step 16: When a new project is created in SubcontractorHub, Keap automatically adds
Pro Tips
💡 Test first: After connecting, do a quick test to confirm data flows correctly.
💡 Check permissions: Make sure your team has the right access in both systems.
💡 Document your setup: Take notes on how you configured the integration for future reference.
Troubleshooting
Problem | Solution |
Page won't load | Clear your browser cache and try again in Chrome or Edge |
Settings not saving | Make sure you have Admin access and click Save after each change |
Feature not visible | Check with your account manager to confirm your plan includes this feature |
Connection failed | Double-check your credentials and make sure both accounts have admin access |
Data not syncing | Wait a few minutes, then check the integration status page for error messages |
Change Log
Date | Change  |
2026-05-19 | Article rewritten for clarity and contractor-friendly tone |
Split Analysis: This article covers a single focused topic and does not require splitting into sub-articles.