Aircall
HubSpot
Simpro

Aircall + HubSpot + Simpro integrations

Automate lead capture, sales tracking, contact management, call logging, and field job dispatch across Aircall, HubSpot, and Simpro.

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Popular automation
Trigger
Call is ended in Aircall
in Aircall
Instant
Actions
Create contact in HubSpot
in HubSpot
Create lead in Simpro
in Simpro

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Ready Workflows Ready Workflows   for Aircall + HubSpot + Simpro integration

Capture inbound callers, create CRM contacts, generate service leads, dispatch field jobs, and track sales deals, all in just one click.

Register every completed Aircall call as a contact in HubSpot and a sales lead in Simpro

Call is ended in Aircall→Create contact in HubSpot→Create lead in Simpro
Every completed call creates a marketing contact in HubSpot and a sales lead in Simpro automatically.
Handling phone inquiries usually means copying caller details into your CRM and field service system by hand. This workflow removes manual data entry by registering every completed call in both HubSpot and Simpro at the same time. Your team can follow up quickly without wasting time switching between tabs or retyping phone numbers.
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Create a HubSpot ticket and a Simpro service job when an Aircall call is tagged for emergency service

Call is tagged in Aircall→Create ticket in HubSpot→Create service job in Simpro
Tagging an emergency call creates a support ticket in HubSpot and dispatches a field job in Simpro.
Urgent service calls require fast action between your phone agents and field crews. When an agent tags a call, this automation immediately opens a support ticket in HubSpot and sets up a scheduled job in Simpro. It prevents urgent requests from sitting in an inbox and speeds up field dispatch.
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Generate a Simpro service quote and an Aircall contact when a HubSpot form is submitted

Form is submitted in HubSpot→Create service quote in Simpro→Create contact in Aircall
Website quote requests automatically generate a service quote in Simpro and a contact in Aircall.
Inbound website inquiries need fast estimates and easy phone follow-ups. When a prospect submits a form on your site, this setup creates an estimating quote in Simpro and saves their details to Aircall. Sales reps can immediately dial out to discuss the estimate without searching for customer records.
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Create a Simpro customer and an Aircall contact when a new contact is added in HubSpot

Contact is created in HubSpot→Create individual customer in Simpro→Create contact in Aircall
New HubSpot contacts automatically get customer profiles in Simpro and phone directories in Aircall.
Keeping customer directories aligned across departments prevents communication errors. When a new contact enters HubSpot, this workflow creates a matching customer profile in Simpro and updates Aircall. Your entire company stays on the same page with consistent customer information.
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Start a Simpro service job and an Aircall contact when a HubSpot deal stage changes to won

Deal stage is changed in HubSpot→Create service job in Simpro→Create contact in Aircall
Winning a sales deal in HubSpot triggers an operational service job in Simpro and phone contacts in Aircall.
Transitioning a closed sale into active field work should happen without administrative delays. When a deal reaches the won stage in HubSpot, this automation initiates the service job in Simpro and provisions the homeowner's phone details in Aircall for dispatchers.
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Schedule a Simpro service job and an Aircall contact when a HubSpot ticket is created

Ticket is created in HubSpot→Create service job in Simpro→Create contact in Aircall
Support tickets in HubSpot automatically generate scheduled field service jobs in Simpro.
Turning support issues into scheduled field repairs involves coordinating multiple tools. When a support ticket opens in HubSpot, this workflow creates the corresponding job in Simpro and saves client phone numbers to Aircall so technicians can easily call customers before arriving.
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Replicate new Simpro individual customers in HubSpot CRM and Aircall

Individual customer created in Simpro→Create contact in HubSpot→Create contact in Aircall
New residential clients added in Simpro instantly update your HubSpot CRM and Aircall phone directory.
Field operations often create new customer accounts during on-site visits or initial phone bookings. When an individual customer is added in Simpro, this automation copies their contact card into HubSpot and Aircall, ensuring your central office and phone systems reflect the new client.
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Track revenue by creating a HubSpot deal and Aircall contact when a Simpro field job is booked

Job is created in Simpro→Create deal in HubSpot→Associate Deal with Contact in HubSpot→Create contact in Aircall
New Simpro service jobs create and associate deals in HubSpot while syncing caller details to Aircall.
Tracking revenue alongside field operations provides a complete view of business growth. When a new field service job is booked in Simpro, this workflow creates a matching deal in HubSpot, links it to the proper contact, and loads caller ID information into Aircall.
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Track Simpro quotes as HubSpot deals and sync prospect details into Aircall

Quote is created in Simpro→Create deal in HubSpot→Create contact in Aircall
Field quotes created in Simpro automatically open pipeline deals in HubSpot and load contacts in Aircall.
Estimates generated in the field represent valuable sales opportunities. When a quote is created in Simpro, this setup logs a prospective deal in HubSpot and adds the prospect to Aircall so your sales team can run scheduled follow-up calls without manual lookup delays.
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Filter missed Aircall calls to create a HubSpot task and a priority Simpro lead

Call is ended in Aircall→Continue only if call outcome is missed or unanswered→Create task in HubSpot→Create lead in Simpro
Missed inbound calls automatically trigger remedial CRM tasks and priority field service leads.
Missing a customer call can mean losing business if nobody follows up. This workflow filters for missed or unanswered calls in Aircall, automatically creating a follow-up task in HubSpot and a priority lead in Simpro so your team can return calls before prospects look elsewhere.
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Got a different task in mind? Describe it
Got a different automation in mind? Describe it and let Integrately AI build it for you.

Steps to connect Aircall, HubSpot and Simpro

  1. Log in to Integrately
  2. Search and select Aircall and HubSpot
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your Aircall & HubSpot accounts
  5. Add Simpro in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between Aircall, HubSpot and Simpro

See how customer calls and CRM updates move smoothly into your field service and sales operations.

Aircall
Aircall
The moment a customer calls, talks with an agent, or leaves a voicemail, the platform logs the phone interaction without manual note-taking.
Capture
HubSpot
HubSpot
Caller information, tickets, and deal stages sync directly into your HubSpot account to keep your customer database accurate and current.
Sync
Simpro
Simpro
Call details and CRM updates automatically trigger new leads, quotes, or service jobs in Simpro for your field technicians and estimators.
Operations
HubSpot
HubSpot
Your team can immediately review scheduled field work and reach out to clients, ensuring no inbound inquiry slips through the cracks.
Follow up
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between Aircall, HubSpot and Simpro.
Aircall
HubSpot
Simpro
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

Aircall
Aircall Triggers & Actions
Instant
Call is created in Aircall
Triggers the automation when a new call is made
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Instant
Call is ended in Aircall
Triggers the automation when a call has ended
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Instant
Call is tagged in Aircall
Triggers the automation when a call is made
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Instant
Call started ringing on agents phone in Aircall
Triggers the automation when call details are modified
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Instant
Call is answered in Aircall
Triggers the automation when a call is picked up
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Instant
Call is commented in Aircall
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Instant
Call is hungup in Aircall
Triggers the automation when a call is disconnected abruptly
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Instant
Call is assigned to agent in Aircall
Triggers the automation when a call is assigned to an agent
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Instant
Call is declined by agent in Aircall
Triggers the automation when a call is declined by an agent
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Instant
Call is transferred in Aircall
Triggers the automation when a call is transferred
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Instant
Call is archived in Aircall
Triggers the automation when a call is archived
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Instant
Call is untagged in Aircall
Triggers the automation when a call action is performed
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Instant
Contact is created in Aircall
Triggers the automation when a new contact is created
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Instant
Contact is updated in Aircall
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Aircall
Triggers the automation when a contact is removed from the particular list
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Instant
User is created in Aircall
Triggers the automation when a new user is created
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Instant
User is connected in Aircall
Triggers the automation when the user is connected to a service
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Instant
User is deleted in Aircall
Triggers the automation when a user is deleted
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Instant
User is disconnected in Aircall
Triggers the automation when the user is disconnected
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Instant
Number is created in Aircall
Triggers the automation when a particular number becomes available
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Instant
Number is opened in Aircall
Triggers the automation when a particular number is opened or viewed
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Instant
Number is deleted in Aircall
Triggers the automation when a number is deleted
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Instant
Number is closed in Aircall
Triggers the automation when a particular number becomes unavailable
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Update contact in Aircall
Updates the specified contact in the database
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Add phone number to contact in Aircall
Adds phone number to specified contact in the database
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Add email to contact in Aircall
Adds email to specified contact in the database
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Search contact in Aircall
Searches the contact
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Create contact in Aircall
Adds a new contact to the database
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Search call in Aircall
Searches for a call
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Tag a call in Aircall
Tags a call
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Add comment to call in Aircall
Adds comments to a call
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Pause call recording in Aircall
Pauses call recording
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Resume call recording in Aircall
Resumes call recording
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Delete call recording in Aircall
Deletes recorded phone conversations
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HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Meeting is created in HubSpot
Triggers the automation when a new meeting is created
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Meeting is updated in HubSpot
Triggers the automation when a new meeting is update
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated or created.
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
Try it →
Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it →
Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

Who this setup is for

Field service contractors
Field service contractors
Commercial maintenance companies
Commercial maintenance companies
Home repair call centers
Home repair call centers
HVAC and plumbing businesses
HVAC and plumbing businesses
📋 Field service contractors
You manage phone agents taking emergency calls and field technicians who need dispatched jobs. This setup connects your phone system to your scheduling software so jobs get created without manual data entry.
🎙️ Commercial maintenance companies
Your team handles customer support tickets in a CRM while scheduling technicians on-site. This automation links your support software directly to your field job management system.
🔁 Home repair call centers
You receive high volumes of inbound calls that need fast CRM logging and estimating. This workflow ensures every caller becomes a tracked lead and contact across your tools instantly.
🗂️ HVAC and plumbing businesses
Your sales reps track deals while service crews handle physical installations. This integration bridges your sales pipeline with your job execution platform effortlessly.
Our team

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Everything this automation handles for you

Everything this automation handles for you
No duplicate entries
Match contacts by phone number or email before creating new records, ensuring the same caller does not generate multiple customer profiles.
Auto-retry failed steps
If a temporary connection issue occurs while sending data to your CRM or field service app, the automation retries automatically.
Instant call triggers
Start workflows the exact second a phone call ends or gets tagged by an agent, keeping your operations moving in real time.
Flexible field mapping
Map custom caller tags, notes, and deal properties accurately between your phone system, CRM, and job management platform.

Why choose Integrately to automate Aircall + HubSpot + Simpro

Build and manage your Aircall + HubSpot + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aircall + HubSpot + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Prefer to connect just two apps? Explore each combination separately

Aircall
HubSpot
Aircall + HubSpot
Log calls, sync contacts, and update CRM records automatically.
Explore Integrations
HubSpot
Simpro
HubSpot + Simpro
Turn CRM deals and customer records into scheduled field service jobs.
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Aircall
Simpro
Aircall + Simpro
Connect phone calls and caller lists directly to your field service operations.
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Questions people ask

Can Aircall automatically create contacts in HubSpot and leads in Simpro when a call ends?
Frequently Asked Questions
Yes, Integrately has a ready workflow to automatically create contacts in HubSpot and leads in Simpro from ended phone calls. When a call finishes in Aircall, Integrately can create the contact in HubSpot and create a new lead in Simpro.
Does tagging an emergency call in Aircall create a ticket in HubSpot and a service job in Simpro?
Frequently Asked Questions
Can HubSpot form submissions automatically generate service quotes in Simpro and contacts in Aircall?
Frequently Asked Questions
Can missed inbound calls in Aircall automatically create follow-up tasks in HubSpot and leads in Simpro?
Frequently Asked Questions
Do I need coding skills to connect Aircall, HubSpot, and Simpro?
Frequently Asked Questions
Can I customize how call notes and customer details are mapped between Aircall, HubSpot, and Simpro?
Frequently Asked Questions
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