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STACK PATTERN

eLogii + HubSpot: When to Add eLogii to HubSpot

HubSpot is the CRM and customer system of record: contacts, companies, deals, tickets, knowledge base, customer portal, marketing and sales automation. eLogii is the routing and field execution layer that takes a HubSpot ticket, deal or custom-object job and turns it into an optimized route, a live ETA, a mobile driver workflow and proof of delivery, then writes the completion data back. Two systems, two jobs. The integration runs over the HubSpot API on one side and eLogii’s REST API on the other, typically delivered in 3 to 5 weeks alongside the eLogii rollout.

Where eLogii sits
Past the CRM
HubSpot holds the contact, the company, the deal and the ticket; it also runs marketing automation, the customer portal and the knowledge base. eLogii plans the route, dispatches the driver and captures execution data. Two APIs, two systems of record for two different problems.
Optimization depth
2 + 6
Two engines (Default and Advanced) and six configurable modes: three assignment modes plus three load-balancing modes, all callable via REST.
What flows back to HubSpot
POD + status
Completion status, POD references, timestamps and any driver-collected payments, captured in the eLogii app and written back to the ticket, deal or custom-object via the HubSpot CRM API.
Pricing
From $3k/mo
Platform fee, banded by field staff, drivers, jobs per day and modules. Runs alongside what you are already paying HubSpot.

TRUSTED BY HUNDREDS OF HAPPY CUSTOMERS

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What each side owns

HubSpot and eLogii sit in different layers of the same stack. HubSpot is the CRM and customer-experience system of record: contacts, companies, deals, tickets, the marketing and sales automation surface, the help desk, the knowledge base and the customer portal. eLogii is the routing and field execution layer: the route plan, the driver app, the live ETAs, the proof of delivery, the branded customer tracking. Both products expose REST APIs and webhook events, and the integration between them is a normal API integration.

HubSpot

The CRM and customer-experience system of record
  • Contacts, Companies, Deals, Tickets and Custom Objects
  • Marketing Hub: forms, landing pages, email, ads, workflows
  • Sales Hub: deal pipelines, sequences, quotes, meeting links
  • Service Hub: tickets, SLAs, knowledge base, customer portal, surveys
  • HubSpot Workflows and Operations Hub custom-coded actions for automation
  • HubSpot API: Private Apps (OAuth), CRM Objects, webhooks
  • HubSpot App Marketplace for productized integrations

eLogii

The routing and field execution layer
  • Route optimization across vehicles, depots, capacities, time windows, skills and SLAs
  • Two engines, six configurable modes, all REST-callable
  • Driver mobile app: navigation, configurable POD, photo, signature, conditional steps
  • Live driver GPS, route ETA stream, branded customer tracking pages
  • Slot booking co-pilot returns only slots that fit the optimized plan
  • 70+ REST endpoints, full-parity sandbox, seven webhook events including live GPS
  • ISO 27001 and SOC 2 Type 2 certified

In the combined pattern, HubSpot stays the system of record for the customer relationship and the ticket / deal lifecycle. When a ticket reaches the field-job pipeline stage (or a deal is marked closed-won, or a Custom Object 'Job' record is created), the work flows into eLogii as a routable task. eLogii optimizes against vehicles, depots, time windows, capacities, skills and SLAs; the driver app captures POD, photos, signatures and any custom forms; completion writes back to HubSpot, closing the ticket or moving the deal to its next stage. The integration runs over both products’ REST APIs.

What each side owns, in detail

Three tables: where the customer relationship and ticket lifecycle live (HubSpot leads), where routing and field execution live (eLogii leads), and what the integration architecture looks like on both sides.

CRM, marketing & service data – where it lives

 HubSpoteLogii
Contact, Company, Deal masterCore. Standard CRM objects with custom properties and associationsNot in scope. References the HubSpot object ID via external_id
Tickets, SLAs, help desk pipelineCore. Service Hub tickets, ticket pipelines, SLA settings, conversations inboxNot in scope. Reads ticket state to spawn field jobs
Quotes, line items, deal stagesSales Hub: quotes, deal pipelines, line items on deals or quotesNot in scope
Customer portal, knowledge baseService Hub customer portal and knowledge base (Pro+)Not in scope
Marketing automation, forms, landing pagesCore. Marketing Hub forms, lists, workflows, email and adsNot in scope
Service address, visit window, access notesOn the ticket or custom object as standard or custom propertiesReads via the HubSpot API to feed optimizer constraints
Custom Objects representing field Jobs / VisitsAvailable on Enterprise tier; models field work as a first-class CRM objectMaps Custom Object instances to eLogii tasks
Inventory, vehicle and depot master, capacity mathNot in scope. HubSpot is not an ERP / operations system of recordNative: vehicles, depots, capacities, skills, shifts modeled in eLogii

Routing, dispatch & field execution – where eLogii leads

 eLogiiHubSpot native
Multi-stop route optimization with constraintsTwo engines, six configurable modes; vehicles, depots, capacities, time windows, skills, SLAsNot in scope. HubSpot is a CRM, not a routing engine
Multi-day, multi-depot routingPlan a single day or an entire month in one run; multi-depot, multi-day, overnight stopsNot in scope
Driver mobile app for on-road executionNative iOS and Android: navigation, POD, photos, signatures, conditional outcomes, custom formsThe HubSpot mobile app is a CRM app for reps; not an on-road driver surface
Live driver GPS, route ETAs, branded customer trackingLive driver GPS stream, route ETA updates, multi-brand tracking pages with embedded contentNot in scope. The HubSpot Customer Portal shows ticket status, not live ETAs
Slot booking co-pilot – route-aware availabilityReturns only slots that fit the current optimized plan; ~35% fewer failed visitsHubSpot meeting links and ticket scheduling don’t check route feasibility
Customer self-service rescheduling against route plan~70% of reschedule requests handled without coordinator involvementNot in scope
Configurable POD forms and conditional outcomesConfigurable POD with photos, signatures, conditional steps, custom fields, custom formsNot in scope

Integration architecture – both sides’ APIs

 HubSpoteLogii
API styleHubSpot CRM API: REST, JSON, Private Apps for OAuth scopesREST, JSON over SSL, ApiKey auth, predictable resource URLs
AuthenticationOAuth 2.0 via Private Apps (recommended) or public OAuth apps for marketplace integrationsApiKey header, generated in Dashboard > Configuration > API Keys
Sandbox environmentHubSpot sandboxes (Standard / Developer; full sandbox on Enterprise)Full API parity at api-sandbox.elogii.com
Bulk operationsBatch endpoints for CRM objects: create, read, update, archive in batchescreateOrUpdateMany endpoints handle hundreds of tasks per call
Workflows / outbound eventsWorkflows with webhook actions; Operations Hub custom-coded actions; CRM-level webhook subscriptionsSeven event types including Driver/Task Tracking Update with live GPS stream
Optimization callable via APINot in scope; HubSpot has no route optimization engineAll six modes callable via REST; lock specific routes, manually reorder stops

Sources: HubSpot Developer documentation, eLogii API documentation. Verified June 2026.

A typical HubSpot + eLogii data flow

End to end, how a field job moves from a HubSpot ticket (or deal, or Custom Object) to a completed POD and back into HubSpot. The exact wiring depends on your portal and your tier, but the shape is the same in every deployment.

  • Job capture. The job shows up in HubSpot as a Service Hub ticket (most common), as a Deal in a "Field Job" pipeline, or as a Custom Object record on Enterprise. Standard HubSpot data: associated Contact and Company, custom properties for service address, time window and any access notes.
  • Push or pull to eLogii. Most rollouts use a HubSpot Workflow on the relevant object: when the pipeline stage moves to "Ready to dispatch" (or equivalent), the Workflow fires a webhook to eLogii. Alternative: an Operations Hub custom-coded action calls the eLogii API. A scheduled pull is also possible if you batch jobs daily.
  • Ingest into eLogii. Jobs land in eLogii as tasks via POST /tasks/createOrUpdateMany, with the HubSpot object ID held as external_id so every eLogii task can be traced back to its HubSpot source record (and vice versa).
  • Optimization. Planner runs optimization in eLogii. Vehicle capacities, depot start and end, customer time windows, driver skills and shift hours, SLA windows and rule-based exceptions all enforced. Two engines, six configurable modes.
  • Dispatch and execution. Routes dispatched to the eLogii driver app. The technician or driver navigates, completes the visit, captures POD, photos, signatures and any custom form data. Live GPS streams via webhook to dispatch and to the customer-facing tracking page.
  • Write-back to HubSpot. On completion (or per-stop), the integration writes back via the HubSpot CRM API: ticket / deal property updates for completion status, arrival and completion timestamps, an engagement (note) carrying the POD references and photo / signature URLs, and any custom form data on the matching properties. The ticket closes; the deal moves to Closed-Won; the workflow triggers downstream actions (invoice email, NPS survey, follow-up sequence).

Variations on the same pattern: multi-day jobs modeled as one HubSpot Custom Object record with multiple associated eLogii tasks (one per visit); customer cancellations from HubSpot triggering eLogii re-optimization via webhook; SLA breach events in HubSpot listening to eLogii completion timestamps. None require special connector logic; they are normal mappings across two REST APIs.

Where HubSpot stops, for delivery and field service

HubSpot is a CRM, marketing and service platform. Several parts of it touch the field-job problem at the edge, but none of them are routing or on-road execution. Drawing the line clearly matters when scoping eLogii alongside HubSpot:

  • Service Hub tickets and SLAs. The customer issue / job request lives as a ticket with a pipeline, status, SLA target and conversations. eLogii reads the ticket once it’s ready to dispatch and writes completion back. The ticket lifecycle stays in HubSpot.
  • HubSpot Customer Portal and Knowledge Base. The end-customer logs in to see ticket status, knowledge articles and any history. It is not a live delivery / visit tracking surface. eLogii’s branded tracking page embeds via iframe inside the portal or sends as an SMS / email link.
  • HubSpot Workflows and Operations Hub. The automation layer that fires the integration. Triggers eLogii on a pipeline stage change; receives eLogii webhooks and writes back to the ticket. Operations Hub custom-coded actions cover the harder data-shape cases.
  • HubSpot meeting links and scheduling. Useful for sales / discovery meetings. They don’t check whether a slot is achievable against the field team’s route plan; eLogii’s slot-booking co-pilot does.
  • No native route optimization or driver app. HubSpot has no constraint-aware multi-stop route optimizer, no driver mobile app and no live driver GPS surface. Customers running field operations alongside HubSpot add eLogii as the routing and execution layer.

HubSpot was built to be a CRM, marketing and service platform; the point of mapping the seam is so the integration with eLogii is clean. HubSpot keeps the customer relationship and ticket lifecycle, eLogii owns the route, the driver app, the live ETA and the POD.

Jord Van Dijk, J-Club

We’d never go back to the way we were planning before. eLogii is the backbone as well as the brain of our planning operations, translating actively to our bottom line.

Jord Van Dijk, IT Director, J-Club · 9,000+ stores routed on eLogii

Implementation patterns

Three shapes cover almost every HubSpot + eLogii deployment. The right one depends on what your HubSpot setup already looks like and which side of the seam you want the orchestration logic to live on.

  • HubSpot Workflows + a Private App calling eLogii REST. The simplest shape. A Workflow fires on a ticket / deal / Custom Object stage change and calls eLogii via a webhook action. A Private App with the right scopes holds the OAuth credentials. Operations Hub custom-coded actions cover the harder data-shape transformations. eLogii’s webhook fires on completion and a second Workflow updates the HubSpot object. Built by an in-house ops engineer or a HubSpot Solutions Partner. Typical time: 3 to 5 weeks alongside the rest of an eLogii rollout.
  • Your existing iPaaS as the integration broker. If you already run an iPaaS (Workato, Tray, Make, Zapier, etc.), it can broker eLogii alongside HubSpot. eLogii has REST + JSON APIs, a sandbox at api-sandbox.elogii.com and publicly documented endpoints.
  • HubSpot Solutions Partner delivers it. Many mid-market HubSpot customers already work with a Solutions Partner familiar with their portal. eLogii’s REST API is documented openly so the partner can scope and deliver the bidirectional sync as part of their existing engagement.

What this looks like for the typical eLogii + HubSpot customer

Two common shapes for customers running HubSpot alongside eLogii. Same underlying pattern, different surface.

Field-service team running HubSpot as the front office

Maintenance and repair, pest control, safety and compliance, installation, equipment service. HubSpot owns the customer relationship: inbound leads from forms and ads, the deal pipeline, the ticket queue, the customer portal, the knowledge base. Tickets land in a "Field Job" pipeline once a visit is scheduled; the eLogii Workflow fires when the ticket moves to "Ready to dispatch". eLogii owns route optimization, the driver / technician mobile app for POD and custom forms, the live tracking page and the dispatch desk. Completion writes back to the ticket so customer success can close it and the post-visit NPS Workflow can run.

Distribution business running HubSpot for the customer relationship

Often paired with an upstream ERP that owns inventory, line items and invoicing (NetSuite, MS Dynamics 365 BC, Sage, Acumatica). HubSpot holds the customer relationship, the deal pipeline and post-sale tickets; the ERP holds the order book. eLogii reads the order book from the ERP, optimizes the route, dispatches the driver, captures POD and pushes completion back to both: to the ERP for invoicing, to HubSpot as a note / property update on the related Contact and Deal so sales sees the post-delivery state.

Pricing and time to live

eLogii runs alongside HubSpot; nothing changes on the HubSpot side. eLogii pricing starts from $3,000 per month as a platform fee, banded by field staff, drivers, jobs per day and the modules required. Each band includes a quota; cost steps up when the operation crosses a band, not when you add an individual seat. Customers typically report 3 to 4× return on investment within 6 months, and combined HubSpot + eLogii rollouts (including the integration) complete in 3 to 5 weeks. HubSpot pricing is its own thing and is not affected by adding eLogii.

See the math on your actual jobs

30-minute custom simulation with a sample of recent HubSpot tickets / deals, your depots and your vehicles. Projected savings in drive time, planner hours and SLA breaches from adding eLogii on top.

Book A Custom Simulation

When adding eLogii alongside HubSpot makes sense

Stay on HubSpot alone if

  • You do not have field operations: no own fleet, no technicians on the road, no installation visits
  • Field work is below ten visits a day and a single coordinator can sequence stops by hand
  • You don’t need live ETAs, branded delivery tracking, configurable POD or self-service rescheduling
  • You have no recurring service patterns or multi-day jobs that need real constraint-aware optimization

Add eLogii alongside HubSpot if

  • You run an own fleet or a field team of 50+ technicians or drivers
  • You need real route optimization with vehicle capacity, time windows, skills and SLA constraints, not just calendar slotting
  • You need a dedicated driver / technician mobile app with configurable POD, photos, signatures and conditional outcomes
  • You want live ETAs, branded tracking and self-service rescheduling that the HubSpot Customer Portal doesn’t cover
  • You need multi-day, multi-depot or recurring-pattern routing the CRM layer was never designed for
  • You want pricing transparency and an integration live in weeks, not quarters
Anthony O’Keeffe, Bristow & Sutor

We have been extremely impressed with the results from eLogii so far. The solution is powerful and the team have found it extremely intuitive and easy to get going with. We signed a multi-year agreement with eLogii and are looking forward to deepening our relationship with them over the next years.

Anthony O’Keeffe, CEO, Bristow & Sutor · 200+ enforcement agents, 200,000+ case visits routed annually

Adding eLogii alongside HubSpot

Three steps for teams whose field operations have outgrown what the HubSpot ticket / deal layer covers on its own, and who want to keep HubSpot as the customer-relationship and ticket system of record while adding eLogii for routing and execution on top.

Map the data model

Pick the HubSpot object that represents the field job (Service Hub ticket, Custom Object Job, or Deal in a field pipeline). Mapping to eLogii task fields documented end to end. Custom properties on the HubSpot side surfaced as eLogii custom fields. A HubSpot Private App created with the right CRM scopes; eLogii ApiKey provisioned in the sandbox. Sandbox connectivity proven on both sides before any production data moves.

Weeks 1–2

Configure & simulate

Custom data simulation against a recent sample of HubSpot tickets / deals so you can validate the modeling and project savings before go-live. Side by side: how the work gets dispatched today vs. how eLogii would route it with the same constraints. Approve the optimizer settings, the Workflow trigger, the write-back fields and the close-the-loop properties on the HubSpot object.

Weeks 2–3

Phased go-live

Start with one team, region or service line. Drivers and technicians onboarded onto the eLogii app. HubSpot Workflow live on the relevant pipeline. eLogii webhook stream wired to your Operations Hub custom-coded action (or iPaaS) for the write-back. Expand to the rest of the operation once the first cohort is steady. Most teams complete the transition in 3 to 5 weeks total.

Weeks 3–5

Unimasters runs eLogii across a multi-country operation and achieved 50% less planning time and 49% fewer service calls. Multi-country rollouts deploy in weeks, not quarters.

Frequently asked questions

How does eLogii integrate with HubSpot?

Through both products’ REST APIs. HubSpot exposes the HubSpot CRM API with Private Apps for OAuth-scoped server-side access, CRM Objects and Custom Objects, Workflows, Operations Hub custom-coded actions, and webhook subscriptions. eLogii’s REST API has 70+ endpoints, ApiKey auth, a full-parity sandbox at api-sandbox.elogii.com and seven webhook event types including Driver/Task Tracking Update with live GPS. Typical pattern: a HubSpot Workflow fires on a ticket / deal / Custom Object stage change and calls eLogii; eLogii runs the optimization and dispatches the driver app; completion data writes back to HubSpot, closing the ticket or moving the deal. Most deployments are delivered in 3 to 5 weeks alongside the eLogii rollout.

Does eLogii replace HubSpot Service Hub or HubSpot ticketing?

No. HubSpot Service Hub is the ticketing, knowledge base, customer portal and SLA layer. Tickets capture the customer issue or the job request. eLogii is the routing and field execution layer that takes a ticket from acceptance to the customer’s door: optimized routes, the driver mobile app, proof of delivery, branded customer tracking. The two sit at different layers; the ticket lifecycle stays in HubSpot and execution data writes back as ticket updates, notes and custom property changes.

What HubSpot object should the field job live on?

Three common patterns depending on your HubSpot tier and how field work shows up in your business: (1) Service Hub ticket, the most common, with custom properties for address, time window and SLA; (2) HubSpot Custom Object (Enterprise) representing ‘Job’ or ‘Visit’, with associations to the Contact and Company; (3) Deal in the Sales pipeline for installation or one-off projects, with stage transitions triggering eLogii. All three map cleanly to an eLogii task via the HubSpot API.

What data flows from HubSpot to eLogii?

From the relevant HubSpot object (ticket, custom object or deal): the linked contact and company, the service address (and any geo), the requested visit window, the ticket pipeline stage, SLA target, custom properties carrying special-handling notes (gate codes, access notes, equipment serials, key handling). All of that is exposed via the HubSpot CRM API. The integration job either pulls on a schedule or, more commonly, pushes via a HubSpot Workflow that calls eLogii on a stage transition, or via an Operations Hub custom-coded action.

What data flows back from eLogii to HubSpot?

Typically: completion status (delivered, completed, partial, failed and the reason), proof-of-delivery references (photo URLs, signature image references), arrival and completion timestamps, any driver-collected payments, custom form data captured in the driver app, and the final status that closes the HubSpot ticket or moves the deal to Closed-Won. The write-back uses the HubSpot CRM API, typically as ticket property updates plus engagements (notes, attachments) from the integration layer.

We already use an iPaaS for HubSpot integration. Can it handle eLogii too?

Yes. eLogii has REST + JSON APIs, a sandbox at api-sandbox.elogii.com and publicly documented endpoints. Whichever iPaaS your team already uses can broker eLogii alongside HubSpot.

How long does adding eLogii alongside HubSpot take?

Typically 3 to 5 weeks from kickoff to a phased go-live, including the HubSpot integration. Most teams start with one team, region or service line, validate against a sample of recent tickets, then expand. The integration is straightforward: HubSpot Workflow fires on a ticket pipeline stage, calls eLogii to create a task, eLogii routes and dispatches; on completion, the eLogii webhook fires and the integration writes back to the ticket.

How does pricing work alongside HubSpot?

HubSpot pricing stays as-is; eLogii is added on top. eLogii pricing is a platform fee, banded by field staff, drivers, jobs per day and modules, from $3,000 per month. Customers typically report 3 to 4× return on investment within 6 months on eLogii.

Does the integration need HubSpot Enterprise?

The integration runs on any HubSpot tier that exposes Workflows or Operations Hub custom-coded actions. HubSpot Custom Objects (a clean way to model field jobs) require Enterprise. Most rollouts use Service Hub tickets, which work from Service Hub Starter / Professional upwards. The HubSpot sandbox used for integration testing is part of Enterprise.

Is eLogii enterprise-grade?

Yes. eLogii runs operations at scale: J-Club (9,000+ stores), NHS, Belfast City Council, Vergo, Bristow & Sutor, Porcelanosa, Caldic and Berkmann Wine Cellars. ISO 27001 and SOC 2 Type 2 certified.

Last updated: June 2026. Information about HubSpot is drawn from HubSpot’s public documentation, including the HubSpot Developer documentation and HubSpot product pages. Information about eLogii is drawn from elogii.com and the eLogii API documentation.

Custom simulation

Run the numbers on your own routes

A 30-minute working session with our solutions team. We take a sample of your real HubSpot tickets / deals, your depots, vehicles and SLAs, run them through the eLogii engine, and show you the projected delta against how you dispatch today. No slides, no generic benchmarks.

What you’ll walk away with
  • Projected drive-time & mileage savingsModeled on a representative sample of your real routes
  • SLA & on-time impact estimateWhere the engine could take pressure off your planners today
  • Planner-hours & call-center load forecastHow much manual work eLogii would remove from your team
  • Implementation & integration shapeConcrete answer on what a 3 to 5 week rollout looks like alongside your existing HubSpot portal and any iPaaS
30 minutes Your historical data No commitment