How to Connect Your Field Tracking App with Salesforce, HubSpot, and Slack
Field tracking software delivers the most value when it's connected to the rest of your business. If job data lives in one place, customer information lives in another, and team communication happens somewhere else entirely, your team is constantly switching between tools and entering the same information multiple times. See how Hellotracks integrations connect your field operations to the tools your business already runs on - without rebuilding your workflow from scratch.
Hellotracks is designed to fit into your existing workflow - whether that means a native connection to Slack, a two-way sync with your CRM via the API, or webhook-based automation that keeps your systems updated when field events happen. For teams evaluating whether Hellotracks can work alongside their current stack,the full integrations overview covers every available connection in detail. Here's how each integration path works - and if you want to test it against your own tools, start a free 30-day trial with no credit card required.
Slack: Native Integration for Job Creation
Hellotracks has a native integration with Slack. Once connected, your team can create jobs in Hellotracks directly from any Slack channel or direct message, without opening the Hellotracks web interface. The setup is straightforward. Go to Settings - API & Integrations in your Hellotracks account and click Add to Slack. Authorize Hellotracks to access your Slack workspace, and the integration is live. From Slack, use the /job slash command or select New Job from the slash menu in any channel. Enter the job details - title, location, assigned worker, time window - and save. The job is created in Hellotracks immediately. This integration is particularly useful for dispatch teams that already live in Slack. When a new service request comes in via a Slack message, it can be turned into a dispatched job without leaving the conversation.
Google Calendar: Automatic Job Sync
Hellotracks also has a native integration with Google Calendar. When a job is created in Hellotracks and assigned to a worker, it automatically appears in that worker's Google Calendar. This is a one-way sync from Hellotracks to Google Calendar. Jobs created or updated in Hellotracks are reflected in the calendar; it's not a two-way CRM-style sync. To set it up, configure the Google Calendar email address in each worker's Hellotracks profile. For field workers who use their Google Calendar as a reference for their day, this means their jobs are always there, in context, alongside any other commitments.
Salesforce and HubSpot: Integration via API and Webhooks
Hellotracks does not currently have a native, one-click integration with Salesforce or HubSpot. Connecting Hellotracks to these CRM platforms requires using the Hellotracks API or webhooks, which gives you a flexible, customizable connection rather than a fixed integration. Hellotracks API and developer documentation covers the full reference for building these connections. Here's what that looks like in practice.
Using the Hellotracks API
Hellotracks provides a developer-friendly REST API that lets you create, update, and manage jobs and users programmatically. If your team has a developer resource or you're using an integration platform, the API lets you build a bi-directional connection. A common pattern for Salesforce users: when a new service opportunity is closed or a customer requests a service in Salesforce, an automation triggers an API call to Hellotracks to create the corresponding job. When the job is completed in Hellotracks, a webhook sends the completion data - including on-site time, form responses, and status - back to Salesforce, updating the customer record. The same pattern applies to HubSpot. A deal closing in HubSpot can trigger job creation in Hellotracks via API. Job completions or status changes in Hellotracks can update HubSpot contact or deal records via webhook.
Using Webhooks
Hellotracks supports webhooks for key job events: job created, job updated, job completed, job archived, and job deleted. When any of these events occur in Hellotracks, a real-time notification is sent to the webhook URL you configure - which can be an endpoint in your CRM, a Zapier or Make automation, or any custom receiving system. To configure webhooks, go to Settings - API & Integrations - Show Webhooks, and enter the URL for each event you want to receive. If you're using an automation platform like Zapier or Make (formerly Integromat), you can connect Hellotracks to Salesforce or HubSpot without writing any code. These platforms support webhook triggers and have native Salesforce and HubSpot connectors, so you can build the automation in a visual interface. See the Hellotracks Zapier integration for a no-code starting point that connects Hellotracks to thousands of other tools.
Email-to-Job: Lowest Friction Job Creation
For the simplest possible integration - no development required - Hellotracks supports job creation via email. Send an email to job@mail.hellotracks.com from a verified address, and a job is created in your account with the email subject as the job title and the email body attached. This can be useful when a customer inquiry or service request arrives in your inbox and you want to convert it to a dispatched job without switching between systems.
SSO: Microsoft Azure AD and Okta
For businesses that manage user access centrally, Hellotracks supports Single Sign-On via Microsoft Azure Active Directory and Okta. This means your team members log in to Hellotracks using the same credentials they use for the rest of your software, and user provisioning can be automated via SCIM with Okta.
The Right Integration Approach for Your Business
If your team already uses Slack heavily, the native Slack integration is the fastest path to connecting your dispatch workflow. If you need Salesforce or HubSpot to stay in sync with field activity, the API and webhook approach gives you the control to build exactly the connection your workflow requires. Hellotracks provides full API documentation to get you started, and the support team is available to help with integration questions during your trial. Start a free 30-day trial and explore how Hellotracks fits into your existing tools.
Frequently Asked Questions
1. How do you set up the Hellotracks Slack integration?
Go to Settings - API & Integrations in your Hellotracks account and click Add to Slack. Authorize Hellotracks to access your Slack workspace and the integration is live. From Slack, use the /job slash command or select New Job from the slash menu in any channel to create a job in Hellotracks directly, without opening the Hellotracks web interface.
2. Is the Google Calendar integration a two-way sync?
No. The Google Calendar integration is a one-way sync from Hellotracks to Google Calendar. Jobs created or updated in Hellotracks are automatically reflected in the assigned worker's Google Calendar. It is not a two-way CRM-style sync. To set it up, configure the Google Calendar email address in each worker's Hellotracks profile.
3. Which webhook events does Hellotracks support?
Hellotracks supports webhooks for the following job events: job created, job updated, job completed, job archived, and job deleted. When any of these events occur, a real-time notification is sent to the webhook URL configured under Settings - API & Integrations - Show Webhooks.
4. Can Hellotracks be connected to Salesforce or HubSpot without writing code?
Yes, using an automation platform like Zapier or Make (formerly Integromat). These platforms support webhook triggers from Hellotracks and have native Salesforce and HubSpot connectors, allowing you to build the automation in a visual interface without any custom development.
5. How does the email-to-job feature work in Hellotracks?
Send an email to job@mail.hellotracks.com from a verified address. A job is created in your Hellotracks account with the email subject used as the job title and the email body attached to the job record. No development or integration setup is required.
Start optimizing your field staff with Hellotracks
Create your free account in minutes. No credit card required.