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Checkatrade and HubSpot integration
Every job lead from Checkatrade lands in HubSpot as a contact and a deal, with the job details filled in. Your team calls back before the homeowner rings the next trade, and you can finally see what Checkatrade brings in.
Sounds familiar?
Each lead creates the contact and the deal in HubSpot, so the whole team works from one place.
New leads reach the right salesperson straight away, with a task to call and, if you want, an automatic first text or email.
Every deal records Checkatrade as its source, so you can report on leads, quotes and won jobs against what you pay.
Nobody copies leads by hand, so nothing is missed on a busy day.
What lands in HubSpot
We map each Checkatrade lead to the records your team already works from.
Contact
The homeowner
Name, email, phone and postcode, created new or matched to an existing contact.
Deal
The job
A new deal in your enquiry pipeline with the job category and description, owned by the right person.
Notes
The detail
The homeowner's description of the job, saved as a note on the deal.
Source
Where it came from
Checkatrade recorded as the lead source, so reports show what your membership brings in.
What's included
Every project starts with how your team handles leads today. The rest depends on what you need, and we agree it with you up front.
Always included
Lead review
We go through the leads you receive and agree what each detail becomes in HubSpot.
Contact and deal creation
Each lead creates or updates the contact and opens a deal in the right pipeline and stage.
Duplicate matching
Homeowners already in HubSpot are matched by email and phone, not added twice.
Testing with real leads
We run live leads through before handover and check every field with you.
Added when you need it
Scoped and priced as part of your proposal
Lead routing
Leads assigned by area, job type or round robin, with a task to call.
Instant first response
An automatic text or email so the homeowner hears from you first.
Several lead sources
Checkatrade, Leads 2 Trade, your website and adverts all in one pipeline, each tagged with its source.
Membership return reporting
Dashboards for leads, quotes, won jobs and cost per job by source.
Team training
A short session on working new leads in HubSpot.
Why choose Pineo
Will Andrew
Founder & Lead Consultant
Claudia Cadete
Senior HubSpot Architect
Senior-led, start to finish
No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.
Fixed, published prices
You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.
Your data, handled properly
Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.
ICO registration ZB789502
Proven and certified
HubSpot and Zapier Platinum Partner, rated 5.0 on HubSpot’s partner directory.
Checkatrade integration pricing
A fixed price, confirmed once we've seen the leads you receive and how your team follows them up.
Starting point
Checkatrade and HubSpot integration
Every Checkatrade lead created in HubSpot as a contact and deal, with the details mapped, duplicates matched and the whole flow tested on your real leads.
from
£950
one-off, fixed price
Extras such as lead routing, instant first responses or return reporting are scoped and priced in your proposal. All prices exclude VAT. HubSpot and Checkatrade subscriptions are billed by them.
Checkatrade connected in four steps
Review your leads
We look at the leads you receive and how your team works them today.
Fixed-price plan
A written plan with the field map, pipeline, owners and a fixed price.
Build and test
We connect Checkatrade to HubSpot and run your real leads through it.
Go live
We switch it on, watch the first leads closely and show your team what's changed.
How trades use Checkatrade and HubSpot together
Start with leads landing in HubSpot, then build on it. Here are some of the ways trades use it.
Every Checkatrade lead becomes a contact and a deal without anyone copying it from the app.
Repeat enquiries update the same contact, so your team sees the full history.
You always know a job started on Checkatrade.
Leads go to the right person with a call task and an automatic first text.
Compare Checkatrade with your other lead sources on cost per lead and won jobs.
Checkatrade, Leads 2 Trade, your website and adverts in one pipeline, each tagged with its source.
Fani Petrova
Integration Specialist, User Guest
“Will stepped in during our onboarding, quickly understood our needs, and got things on track. He became a go-to for our CS team and helped us hit key priorities fast.”
Adam Horne
Head of eCommerce, Frive
“The migration into one HubSpot account went a lot more smoothly than we expected. We didn't lose a single working day, and by Monday morning it just worked.”
Sivvy Mikitsey
GTM Lead, Octopus Energy
Free HubSpot audit
Is your HubSpot ready for AI?
In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.
Run by Will Andrew (10+ years’ HubSpot experience)
1
Book a time
Pick a slot that suits you.
2
30-minute review
On a screen share. No portal access needed.
3
Your findings
A health score and fixes in priority order.
Questions about Checkatrade and HubSpot
Does Checkatrade integrate with HubSpot?
Have you built this before?
Do we need anything from Checkatrade?
How quickly do leads appear in HubSpot?
What happens if the homeowner is already in HubSpot?
Can we see which Checkatrade leads turn into work?
We buy leads from other places too. Can they all go into HubSpot?
Which HubSpot plan do we need?
