Annual billing is here — pay yearly and save.View pricing
Synkazo

Synkazo + HubSpot Setup Guide

Install Synkazo, connect ServiceTitan, Dataforma, or Texada, and configure your first HubSpot sync.

How Synkazo works

Synkazo connects one field-service source—ServiceTitan, Dataforma, or Texada—with HubSpot. Each project contains the connected platforms, sync mode, jobs, field mappings, and run history.

ServiceTitan, Dataforma, or Texada ↔ Synkazo ↔ HubSpot

Install Synkazo for HubSpot

  1. 1Open the Synkazo install page and select Connect HubSpot.
  2. 2In HubSpot, choose the account you want to connect, review the requested access, and approve the installation.
  3. 3Synkazo creates or opens your account and project, connects HubSpot, and takes you to the project Connections page.
  4. 4Choose ServiceTitan, Dataforma, or Texada as the source and select the project Sync Mode. These choices cannot be changed after they are saved.
Open the install page

Connect your platform

Each connector uses different credentials. Choose the guide for your field-service platform.

ServiceTitan

App Key, Client ID, Client Secret, Tenant ID

View setup

Dataforma

API Key, Service Code

View setup

Texada

Tenant, API Key

View setup

Configure your sync

1. Create a sync job

After both connections are verified, select Next step: Create Sync Job. Choose the source object, HubSpot destination object, and whether the job processes new records, updated records, or both.

2. Review field mappings

Synkazo proposes mappings after it loads fields from both connected accounts. Review every proposal, add or change mappings where needed, and select one mapping as the match field so corresponding records can be identified.

3. Choose sync behavior

One Way

Records flow from the source into HubSpot. Choose an available frequency or schedule before creating the job.

Two Way

Supported changes can flow in both directions. Review mapping direction and source-of-truth settings. Synkazo manages the sync cadence automatically, so the normal schedule editor is not shown.

Run and verify the first sync

  1. 1Create the job as Active, or change its status to Active after reviewing it.
  2. 2Open the job and select Start Sync.
  3. 3Use Sync All for the first complete baseline.
  4. 4Open Run History to follow the run and review created, updated, skipped, or failed records.
  5. 5Check a known record in HubSpot, then use the job Overview and Run History for ongoing verification.

Disconnect or uninstall

  • Disconnect a platform: open Connections, choose Disconnect on its card, review the affected jobs, and confirm. Reconnect before running those jobs again.
  • Uninstall from HubSpot: in HubSpot, open Settings → Integrations → Connected Apps → Synkazo → Uninstall. Synkazo removes the HubSpot connection and pauses affected jobs. Records already synchronized to HubSpot are not removed by the uninstall process.

Troubleshooting

Contact support