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Built for You: A HubSpot Integration That Works with Your Workflow

We’re excited to introduce the NEW HubSpot Integration, thoughtfully designed to help your teams work smarter, not harder. With a focus on speed, efficiency, and stronger alignment between field operations and sales, this integration brings a host of improvements that will simplify your workflow and enhance collaboration.

For teams leveraging HubSpot’s AI-powered tools, like the Deep Research Connector for ChatGPT, you’ll find even more ways to analyze deficiency data, uncover insights, and take action faster.

Here’s what you can expect from this integration:

Seamless Deal Creation

With just a few clicks, users can now create or update deals in HubSpot directly from a BuildingReports inspection report. By selecting specific discrepancies, those details are automatically pushed into HubSpot as individual line items, perfect for building proposals, managing quotes, or following up on deficiencies. Whether it’s a new opportunity or part of an existing deal, your team has full control.

Open Reports, go to Proposed Solutions, click “HubSpot Deal”

Less Manual Entry, More Accuracy

Say goodbye to duplicate data entry. By connecting BuildingReports with HubSpot, this integration minimizes the need for retyping inspection results and ensures that the data flows smoothly, accurately, and in real time. It’s a significant step forward in eliminating inefficiencies and ensuring your sales pipeline reflects actionable field intelligence.

Select Discrepancies you want to send, fill out details required to “Create New Deal” or choose “Add to Existing Deal”
View Deals you are tracking by going to Integrations > HubSpot from the Navigation menu.

“Deep Research Connector” for ChatGPT

Our integration is designed to seamlessly send real-time deficiency data from BuildingReports into your HubSpot CRM. In addition to this, you can take full advantage of HubSpot’s built-in AI tools, such as content generation, automation, and support for third-party tools like ChatGPT connectors, to help you act on that data more effectively. These AI-powered features, provided directly by HubSpot, can enhance the way your team responds to inspection deficiencies and addresses customer needs.

This integration is a powerful enhancement for any team looking to close the gap between inspections and sales follow-up.

If you have questions or would like to schedule a preview, feel free to reach out!

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