How an Elevator Management Firm Unified Sales, Service, and Field Operations with HubSpot + Field Service Automation

A leading elevator and escalator management company was facing a critical inflection point. With responsibility for over 1,250 elevating devices across 500+ commercial properties, their portfolio had grown substantially, but their operational systems hadn't kept pace.

With complex modernization projects, recurring maintenance coordination, inspections, and ongoing client communication, the organization struggled with scattered systems and manual workflows.

They partnered with Flawless Inbound, a HubSpot Solutions Partner experienced in Sales Hub, Service Hub, and field service integrations, to transform the way they managed CRM data, customer service, and technician dispatching.

The Challenge: A Specialized Industry with High-Volume Operational Demands

Before adopting HubSpot, the firm relied heavily on spreadsheets, emails, and separate tools to manage building portfolios, maintenance requests, inspections, service dispatching, and modernization conversations. Each team had a piece of the puzzle, but no one had the full picture.

Sales couldn’t easily see open service issues. Service coordinators couldn’t quickly access elevating device histories. Field technicians lacked context on previous maintenance. And leadership had no single dashboard to understand what was happening across 500+ properties at any given time.

This fragmentation caused delays, blind spots, and preventable follow-ups. In an industry where compliance, rapid response, and clear communication are essential, the need for system modernization became impossible to ignore.

  • No unified CRM for building and asset data

  • Service tickets and technician work lived outside the sales and consulting workflow

  • No real-time field updates or job tracking

  • Hard to manage recurring maintenance and modernization patterns

Why They Chose Flawless Inbound

Flawless Inbound stood out because they understood not only HubSpot but also the operational rhythm behind the company's existing framework. They conducted a thorough discovery, mapping how consulting, sales, service, and field teams interacted with data every day. The firm saw that Flawless wasn’t just implementing HubSpot; they were designing a system tailored to the unique demands of maintaining their devices at scale.

Their proven experience with HubSpot + Zuper field service integration was especially compelling. In the evaluation phase, Flawless demonstrated how a ticket in HubSpot could automatically create a job, dispatch a technician, and sync updates back to the CRM—exactly the connected workflow the firm needed.

  • Deep understanding of field service requirements in technical industries

  • Ability to build custom CRM structures for buildings and elevating devices

  • Demonstrated success integrating HubSpot with Zuper

  • Structured discovery and workflow mapping that aligned with engineering-driven operations

The Solution: A Fully Connected Operations Platform

Flawless Inbound engineered an integrated ecosystem where sales, service, data, and field operations finally speak the same language. HubSpot Sales Hub was configured to manage consulting engagements, track multi-building portfolios, and move modernization opportunities through the pipeline. HubSpot Service Hub became mission control, capturing every maintenance request, inspection requirement, customer inquiry, and communication thread in one centralized location.

Behind the interface, custom objects created the data foundation that the company had been missing. Building profiles, elevating device records, service histories, and operational notes each got their own structured home. For the first time, every property and every piece of equipment had a complete, reliable record that everyone could trust.

The breakthrough came with the HubSpot-Zuper integration. Service coordinators could now generate field jobs directly from HubSpot tickets, assign technicians based on real-time availability, and watch as progress updates flowed automatically back into the system. This closed the loop between office and field, eliminating the communication gaps that had caused delays and frustration.

Flawless Inbound also executed a comprehensive data migration, standardizing fragmented client lists, cleaning years of building and device data, and organizing every open service issue so nothing fell through the cracks. Hands-on training sessions ensured the entire team could navigate their new unified environment with confidence from day one.

  • HubSpot Sales Hub for consulting opportunities and modernization pipeline

  • HubSpot Service Hub for maintenance, inspections, and communication

  • Custom objects for buildings, elevating devices, and service history

  • HubSpot–Zuper integration for job creation, scheduling, dispatching, and real-time updates

  • Clean migration of building portfolios and elevating device records

Outcomes & Results

With HubSpot and Zuper working together, the firm now operates with clarity and speed they simply couldn’t achieve before. When a client calls, the team can instantly pull up the building’s complete history: open tickets, maintenance patterns, elevating device details, technician updates, and more. Nothing gets lost or delayed, because every job remains visible until closed.

Service response times improved significantly. Coordinators no longer chase emails or wonder whether technicians completed work. Sales and consulting teams have new insight into modernization opportunities, recurring issues, and aging assets, allowing them to engage proactively instead of reactively. The organization now operates with a scalable digital foundation that matches its decades of expertise.

  • Unified customer, building, and asset visibility

  • Faster service response times and closed-loop dispatching

  • Real-time technician updates are automatically captured in the CRM

  • Better consulting and sales insight through centralized maintenance data

  • Stronger client communication rooted in accurate, complete records

Ready to Transform Your Operations?

If your organization is wrestling with disconnected systems, missed opportunities buried in service data, or field teams operating in information silos, you're not alone,  and you most certainly don't have to stay stuck. Flawless Inbound specializes in building integrated operations platforms for asset-intensive industries that need sales, service, and field teams working from the same playbook.

Let's talk about what a modern, unified system could do for your business. Contact Flawless Inbound to explore how we can help you build the operational backbone your growth requires.


 
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