---
title: "Phoenix Industrial Cleaning HubSpot case study: ServiceTrade integration"
description: Field jobs in ServiceTrade now move sales deals in HubSpot. Deals follow the job, and Zapier is projected at 1,500 to 1,900 tasks a month, back under plan.
---

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[Case studies](https://www.crmwired.com/case-studies) / Phoenix Industrial Cleaning

![Phoenix Industrial Cleaning logo](https://www.crmwired.com/hs-fs/hubfs/crmwired-site/clients-phoenix-industrial-cleaning.webp?width=354&height=120&name=clients-phoenix-industrial-cleaning.webp)

ServiceTrade integration

# Field jobs in ServiceTrade now move sales deals in HubSpot

Industrial cleaning · ServiceTrade field service · US

HubSpotServiceTradeZapierDashboardsCustom objectsWorkflows

**57**deals restored to won revenue

**0**Zapier tasks for routine job edits

**186**deals backfilled with request IDs

The story

## What changed

Phoenix Industrial Cleaning runs field work in ServiceTrade and sales in HubSpot. I built the integration between them, then rebuilt it after location matching moved the wrong deals.

Before

Deals didn't move with job progress, matching on a shared location ID swept unrelated deals into the wrong stage, won revenue dropped as jobs progressed, and Zapier use was heading to 4,000 to 5,000 tasks a month on a 2,000-task plan. The portal has no Operations Hub, so no custom code in workflows.

After

Deals follow the job, and Zapier is projected at 1,500 to 1,900 tasks a month, back under plan.

The numbers

## Zapier tasks per month

On a Zapier plan with 2,000 tasks a month

Plan limit 2,000

**Old setup** where usage was heading**4,000–5,000**

**New setup** projected**1,500–1,900**

01,0002,0003,0004,0005,000

Show as a table

| Setup | Zapier tasks per month |
| --- | --- |
| Old setup, where usage was heading | 4,000 to 5,000 |
| New setup, projected | 1,500 to 1,900 |
| Plan limit | 2,000 |

Ranges from the project: on the old setup Zapier use was heading to 4,000 to 5,000 tasks a month; the new build is projected at 1,500 to 1,900.

The build

## What I built

In the order the work was done.

ServiceTrade![](https://www.crmwired.com/hubfs/crmwired-site/integrations-zapier.svg)ZapierDashboardsCustom objectsWorkflows

**Stack:** HubSpot custom objects, workflows and dashboards, ServiceTrade API, Zapier.

[How I build ServiceTrade + HubSpot projects](https://www.crmwired.com/hubspot-servicetrade-integration)

1. 01Jobs linked to deals on the ServiceTrade service request ID
2. 02Guarded workflows that move deals forward to Job Scheduled and Job Completed, for cleaning jobs only
3. 03Corrected won and lost stage rules, putting 57 deals back into won revenue
4. 04Merged job Zaps with filters first, so routine job edits cost zero tasks
5. 05Backfilled service request IDs onto 186 deals and 112 jobs from the ServiceTrade API, removed stale links and merged duplicates
6. 06A live recurring revenue dashboard built from ServiceTrade data
7. 07Advice on plan and seats, worked out with HubSpot's account team

Result

Deals follow the job, and Zapier is projected at 1,500 to 1,900 tasks a month, back under plan.

[Next case study · Conference Badge An AI agent for enquiries, and four broken workflows fixed](https://www.crmwired.com/case-studies/conference-badge)

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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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