Current RMS manages what happens on the job. HubSpot manages what happens with the client. Together, they give you a complete picture of your rental business — from the first enquiry to the next hire.
The moment a new opportunity is logged in Current RMS, a corresponding deal is created in HubSpot. Your sales team can track it through the pipeline, set up follow-up tasks, and log client activity — all without leaving the CRM.
When a quote goes out from Current RMS, HubSpot triggers a follow-up sequence automatically. No more chasing manually three days later — the system does it, on schedule, with the right context. Fewer lost jobs from quotes that go cold.
Once a client approves a proposal in Current RMS, the deal in HubSpot updates to reflect it. Your team sees confirmed jobs in real time, with no manual status updates. The job is live — HubSpot knows it.
When a job closes in Current RMS, HubSpot triggers your post-job workflow: a feedback request, a review ask, or the first touchpoint in your repeat-hire campaign. The end of one job is the start of the next relationship.
Any change to a client's profile in Current RMS syncs to HubSpot automatically. Your CRM stays current without anyone reconciling records by hand.
When a key client books again, HubSpot flags it and notifies your team instantly. No one slips through.
We configure the integration to match how your rental business actually works — the data you need, the workflows that make sense, the reporting that tells the right story.
Client records created or updated in Current RMS flow into HubSpot automatically — and vice versa. No duplicate entries, no outdated contacts, no reconciliation work at the end of month.
Every opportunity in Current RMS maps to a deal in HubSpot. Job type, value, hire dates, status — all visible in your CRM pipeline without anyone logging it manually.
Automate follow-up sequences that trigger when a quote is sent from Current RMS. Set timing, personalize messaging by equipment type or job size, and track open rates directly in HubSpot.
Configure workflows that fire when a job closes — feedback requests, satisfaction surveys, referral asks, or the first message in a repeat-hire nurture. Every completed job becomes an active touchpoint.
Use Current RMS job data to build audience segments in HubSpot: by industry, hire frequency, equipment category, or average job value. Run campaigns that speak specifically to each type of client.
Your Current RMS setup has fields that are specific to your operation. We map them to HubSpot properties that match your CRM structure — not a generic template that approximates what you need.
Combine rental job data from Current RMS with CRM metrics in HubSpot. To build dashboards your sales and leadership teams can actually use pipeline by stage, revenue by client type, quote conversion rates.
No surprises, no scope creeps. Here's exactly how we work.
We start by understanding your Current RMS setup alongside your HubSpot configuration and sales process. The integration is only as good as the mapping underneath it.
We define what data moves, when it moves, and what triggers what. Every sync rule and automation logic is documented before any configuration begins.
We connect Current RMS with HubSpot via secure API, configure bidirectional data flows, and set up all the workflow triggers and field mappings aligned to your spec.
Quote follow-up sequences, post-job workflows, pipeline stage automation, and client segmentation rules — all built and tested against real data from your Current RMS account.
We run end-to-end tests across every sync path and workflow before anything goes live. Data accuracy is verified; edge cases are handled, and nothing moves production until it's right.
Every quote, every job, every client interaction in Current RMS is data your sales and marketing team can act on — if HubSpot can see it. We make that connection, so nothing useful gets left in a system your commercial team doesn't have access to.
Schedule a Demo →The basic sync gets your data connected. Here's what you can build once it is:
Trigger automated quote follow-up sequences in HubSpot when a proposal is sent from Current RMS
Build seasonal re-engagement campaigns for clients who hired with you last year but haven't booked yet this cycle
Set up win-back workflows for quotes that lapsed to automatically identify them in HubSpot and start a re-engagement sequence
Create account-based views in HubSpot that show a client's full hire history, job frequency, and estimated lifetime value
Flag high value repeat clients in HubSpot automatically when their booking volume crosses a threshold.
Build pipeline dashboards that combine quote stage, rental job value, and conversion rate
Sync equipment category data from Current RMS to HubSpot for smarter segmentation
Automate post-job review requests and referral asks within 24 hours of a job closing in Current RMS
Client contacts, job opportunities, quote details, rental agreements, job status, and completion data all sync between the two platforms. We also map custom fields from your Current RMS setup to matching HubSpot properties. The exact data set is defined during the discovery phase to match your operation.
Yes. Data can flow in both directions. Client updates made in HubSpot — like contact details, opt-out status, or lifecycle stage changes — sync back to Current RMS, keeping records consistent across both platforms.
Yes, and this is where most of the value sits. Examples include triggering a follow-up sequence when a quote is sent, starting a post-job workflow when equipment is returned, or alerting your sales team when a high-value client books again. The trigger logic is fully configurable.
Any business running Current RMS for equipment hire — AV and pro-audio companies, lighting and staging operators, event production businesses, broadcast and camera kit rentals, and party or marquee hire. If your team uses Current RMS to manage jobs and HubSpot to manage clients, the integration applies.
Yes. The initial sync imports your full client and job history from Current RMS into HubSpot. After that, changes sync incrementally in near-real-time. Large databases are handled without performance issues.
Yes. When a quote is sent from Current RMS, the integration can trigger a HubSpot sequence — timed follow-up emails, task creation for your sales rep, or deal stage progression. You define the logic; we build and configure it.
Each job in Current RMS maps to a separate deal in HubSpot, linked to the same contact record. You get full visibility of a client’s complete activity across all current and past jobs — directly from their HubSpot contact profile.
Yes. We connect Current RMS and HubSpot via their respective secure APIs with authentication controls in place. No data is stored outside of your two platforms, and the integration follows standard API security practices throughout.
Typical implementation runs two to four weeks, depending on complexity, the number of custom fields being mapped, and the scope of automation workflows required. We provide a clear timeline and milestone plan during the discovery phase.
We account for this in ongoing support. If you add new fields, restructure your job categories, or change how you use Current RMS, we update the integration mapping accordingly — without it being a full re-implementation each time.
Your rental business runs on jobs, quotes, and client relationships. This integration makes sure all three are visible, automated, and working together — so your sales team can focus on winning the next hire, not chasing the last one.
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