Integrating with HubSpot

Suggest Edits

Overview

Salesbricks allows you to connect with your HubSpot org so you can:

  • Create a new Order in Salesbricks
  • Sync metadata from the Salesbricks Order to an associated Deal in HubSpot
  • Establish a repeatable process for future agreements between you and your customer

In order to successfully integrate HubSpot in Salesbricks, you will need to:

  • Connect your HubSpot instance to Salesbricks
  • Create the fields in HubSpot needed to host the Salesbricks data
  • Map the integration fields in Salesbricks to the Deal properties you created in HubSpot
  • Test a Salesbricks Order with a test HubSpot Deal, and confirm the data is flowing properly

Instructions

Setup a new HubSpot integration instance in Salesbricks

  • In Salesbricks, go to Settings > Integrations and click on HubSpot.

  • If this is your first time connecting HubSpot to Salesbricks, a modal may appear prompting you to reach out to Salesbricks Integration Support for a new integration instance.

  • Once we notify you to let you know your instance is ready, you may return to the HubSpot page in Salesbricks to begin connecting your integration.

  • In the meantime, you may proceed to the next step of creating fields in HubSpot.

Create the fields in HubSpot needed to host the Salesbricks data

📘

A list of Salesbricks fields, data types, and definitions can be found here.

  • In HubSpot, review the Deal properties available in your settings. If needed, you may create custom properties.

  • If any of your properties are a "Dropdown select" field type, such as this "Salesbricks Order Type" property (below), the Salesbricks Support team will need to help you during the mapping step in Salesbricks.

Map the integration fields in Salesbricks to the Deal properties you created in HubSpot

  • In Salesbricks, return to the HubSpot page in Settings.
    If your integration is ready to configure, you will see a screen prompting you to log in to HubSpot.

  • After you log in to HubSpot, you will return to Salesbricks where the next screen details the level of access between your Salesbricks and HubSpot accounts. Click "Next."

  • Map the fields you would like to push from Salesbricks Orders to HubSpot Deals.
    Click the "Add a field" button to add new rows, or the X icon on the right side of a row to delete it.
    Click "Save."

🚧

If you are trying to map a Salesbricks field to a "Dropdown select" HubSpot property (see "Salesbricks Order Type"), the Salesbricks Support team will need to help you map this.

Test a Salesbricks Order with a test HubSpot Deal, and confirm the data is flowing properly

  • In HubSpot, create a new Deal and save.

  • In Salesbricks, create a new Order.

📘

As you build your Order, refer to this document to help you navigate the fields within the Order Builder.

  • In the CRM Account field, search for the Company associated with the Deal you created in HubSpot.
    Once you find the correct account, the CRM Opportunity field will be populated with all Deals associated with that company.

  • After you save the Order, go to HubSpot and verify that the details from the Order were pushed from Salesbricks to the HubSpot Deal.
    Note that each time the Salesbricks Order is updated, the updates will be synced to the HubSpot Deal.

If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.

Updated 14 days ago