---
title: "My Heating Engineer HubSpot case study: Arthur Online integration"
description: "Arthur Online contractor jobs tracked as HubSpot deals: 747 jobs loaded, gas certificate renewals for 114 units, and six workflows chasing due dates."
image: https://www.crmwired.com/hubfs/crmwired-site/case-study-my-heating-engineer-og-1.jpeg
---
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Arthur Online integration
Live · two-way sync next
# Contractor jobs from Arthur Online tracked in HubSpot, with gas certificate renewals flagged
Gas and heating contractor · UK · Arthur Online
HubSpotArthur OnlineGmail filterHelp deskWorkflowsData Hub
**747**historical jobs loaded as deals
**114**units with gas certificate renewal dates
**6**live workflows chasing jobs and renewals
The story
## What changed
My Heating Engineer is a UK gas and heating contractor. Property managers send them work through Arthur Online, a platform built for landlords, so the jobs sat outside the CRM where nobody could report on them.
Industry
Gas and heating contracting, UK
Timeline
Oct 2026, ongoing
HubSpot
Deals, help desk, Data Hub
Also connected
Arthur Online, Gmail
Before
Work orders from several property managers arrived in Arthur Online. Its Zapier triggers only cover property-manager events, and API access for contractor accounts needs Arthur's approval. Job status and certificate dates lived outside HubSpot.
After
Every job lands in an Arthur Jobs pipeline keyed on Arthur's job ID, and HubSpot chases due dates, sign-offs and gas certificate renewals.
How it works
## From an Arthur email to a HubSpot deal
Until Arthur approves API access, the job notification emails carry the data. A Gmail filter forwards them into the HubSpot help desk, and a workflow turns each one into the right deal.
01 · Trigger
Arthur sends a job email
A new job or a status change from a property manager.
02 · Action
Gmail filter forwards it
Only emails from Arthur go to the HubSpot help desk inbox.
03 · Action
Workflow reads the job
Arthur job ID, property address, service type and status.
04 · Branch
Match on Arthur ID
Updates the existing deal, or creates one if the job is new.
Update dealCreate deal
05 · Task
Reminders and alerts
Due date reminders, overdue flags, new job alerts and sign-off chasing.
06 · Result
Certificate renewals on time
Gas certificate due dates per unit create renewal reminders ahead of time.
DEAL · ARTHUR JOBS PIPELINEArthur IDStage follows the job status in ArthurArthur ID••••••PropertyService typeJob statusDue dateGas cert renewalCompany · property managerContact · tenantWORKFLOWS WATCHING THIS DEALDue date reminderOverdue flagStatus to stageNew job alertSign-off chaserCertificate renewal
Illustration. No client data is shown.
Data model
## Where Arthur data lands in HubSpot
Each job becomes a deal linked to the property manager and the tenant. Unit-level certificate dates drive the renewal reminders.
Company
The property manager that sent the work order
Deal
One Arthur job, keyed on Arthur's own job ID
Contact
The tenant at the property
Renewal date
Gas certificate due date for the unit, with a reminder
Work order numbers can repeat across property managers, so every match uses Arthur's job ID. That stops one agency's job from updating another agency's deal.
The build
## What I built
In the order the work was done.
Arthur OnlineHubSpotHelp deskWorkflowsGmail
**Stack:** HubSpot deals and help desk, Data Hub, workflows, custom deal properties, Gmail filters, Arthur Online reports.
1. 01Researched every route in: Arthur's API, Zapier and report exports. Zapier only covers property-manager events, so it was ruled out
2. 02An Arthur Jobs pipeline with stages that match Arthur's job statuses, and 35 custom deal properties
3. 03All 747 historical jobs loaded as deals keyed on a unique Arthur ID, linked to property managers, contacts and tenants
4. 04Gas certificate renewal dates calculated for 114 units
5. 05Six workflows: due date reminders, overdue flags, status to stage, new job alerts, sign-off chasing and certificate renewals
6. 06Email-to-deal workflow: Arthur job emails forwarded into the help desk create or update the matching deal
7. 07A report sync as a stopgap, and an API access request to Arthur for a full two-way sync
Result
Jobs from every property manager sit in one HubSpot pipeline, and the team is reminded before gas certificates fall due.
**Next:** A two-way sync once Arthur approves API access for the contractor account, so status updates and certificates no longer need entering twice.
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### Services
- [NetSuite + HubSpot](https://www.crmwired.com/hubspot-netsuite-integration)
- [ServiceTrade + HubSpot](https://www.crmwired.com/hubspot-servicetrade-integration)
- [Shopify + HubSpot](https://www.crmwired.com/hubspot-shopify-integration)
- [Zapier + HubSpot](https://www.crmwired.com/zapier-hubspot)
- [AI agents and Help Desk](https://www.crmwired.com/hubspot-ai-agent)
- [HubSpot audit and cleanup](https://www.crmwired.com/hubspot-audit)
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### Contact
- [abdur@crmwired.com](mailto:abdur@crmwired.com)
- [LinkedIn: CRM Wired](https://www.linkedin.com/company/crmwired)
- [LinkedIn: Abdur Rahim Mostafa](https://www.linkedin.com/in/abdur-rahim-mostafa-302157137/)
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