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How To Connect Callpilot Integration In Subcontractorhub

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: Follow these steps to integrate CallPilot with SubcontractorHub:

Step 2: Log in to SubcontractorHubNavigate tohttps://app.subcontractorhub.com.Use y

Step 3: Access the Integration SettingsClick on"Manage Integrations"from the dashbo

Step 4: Search for CallPilotIn the search bar, type"CallPilot".Click on the"Connect

Step 5: Enter CallPilot Base URLAdd your organization's Base URL provided by CallPi

Step 6: Request Necessary CredentialsReach out to Corbin at CallPilot via email atc

Step 7: Enter Integration DetailsOnce you receive the credentials, enter the follow

Step 8: Add Custom Field KeysAdd all custom field keys provided by CallPilot:Click

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.

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