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Integrations

Curriculum

  • 7 Sections
  • 24 Lessons
  • 10 Weeks
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  • Zendesk
    5
    • 1.0
      How to Create a Job and Schedule it
    • 1.1
      How to Assign a Job Using the Dispatch Board in Zuper
    • 1.2
      How to Optimize Routes in Zuper
    • 1.3
      Zuper + Zendesk Integration in Action
    • 1.4
      Zuper + Zendesk Integration in Action (Residential Services)
  • HubSpot Service Hub
    5
    • 2.1
      How Can Agents Create Jobs in Zuper From the HubSpot Ticket Screen
    • 2.2
      How to Assign a Technician to a Job in Zuper
    • 2.3
      How Can Field Technicians Interact With the Back-Office Team
    • 2.4
      Assigning a Planned Preventive Maintenance Task to the Field Technician
    • 2.7
      Zuper + Hubspot Service Hub Integration in Action
  • HubSpot Sales Hub
    3
    • 3.1
      How Can Agents Create Jobs in Zuper From the HubSpot Ticket Screen
    • 3.2
      Which Job-Related Updates Are Synchronized Between Zuper and Hubspot
    • 3.3
      Zuper + HubSpot Sales Hub Integration in Action
  • QuickBooks Online
    5
    • 4.1
      How to use Zuper to Create Estimates in QuickBooks
    • 4.2
      Quotes in Zuper as Invoices in QuickBooks
    • 4.3
      How to Check QuickBooks Invoice Payments on Zuper
    • 4.4
      How to Use Zuper to Create Inventory on QuickBooks
    • 4.5
      Zuper + QuickBooks Online Integration In Action
  • Zoho
    1
    • 5.0
      Zoho + Zuper Integration in Action
  • Stripe
    4
    • 6.0
      How to Accept ACH Payments via Public Link in Zuper Using Stripe?
    • 6.1
      How to Accept Charge Card Payments in Zuper Using Stripe?
    • 6.2
      How to Accept Payments via Mobile App in Zuper Using Stripe?
    • 6.3
      The Zuper and Stripe Integration in Action
  • Wisetack
    1
    • 7.0
      Zuper and Wisetack Integration in Action

Zuper + HubSpot Sales Hub Integration in Action

This video provides an overview demonstration of how Zuper & HubSpot Sales work together. Users can select a deal in HubSpot and easily create a job in Zuper with pre-filled information. Assisted scheduling helps identify available time slots and technicians for the job. The created job in Zuper is synchronized with HubSpot, showing details such as the scheduled start time and assigned technician.

Which Job-Related Updates Are Synchronized Between Zuper and Hubspot
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How to use Zuper to Create Estimates in QuickBooks
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