Configuring your Hubspot integration

Enabling the HubSpot integration allows for bidirectional data synchronization between Partnerplace and HubSpot. This integration supports both sending leads to HubSpot and receiving deals from HubSpot, ensuring your sales pipeline remains consistent across both platforms.

Requirements for HubSpot Integration

Before setting up the integration, ensure the following requirements are met:

• Deals in HubSpot must have an associated Contact
• The Contact's email in HubSpot must match a Partner's email in Partnerplace
• Changes to deal name, value, and stage in HubSpot will automatically update in Partnerplace

Benefits of Integration

• Bidirectional data synchronization - Changes flow seamlessly between both platforms
• Automatic deal updates from HubSpot - Real-time synchronization of deal changes
• Seamless Partner-Contact matching - Automatic linking based on email addresses

To configure the integration, follow this steps:

Connect Your HubSpot Account

1. Navigate to the Administrator Panel.
2. Click on the Integrations section.

3. Find the HubSpot integration at the bottom of the Integrations page and click Connect.

   

   
   

4. You will be redirected to HubSpot. Choose to either Create a new HubSpot account or Sign in to your HubSpot account.

   

5. Select the HubSpot account you want to connect to Partnerplace.

   

6. Review the permissions requested by Partnerplace and click Connect app.

   

   
   
7. Once connected, you will see a confirmation message with the next steps.

Configure HubSpot Integration Settings

1. In the Integrations section, under HubSpot, you will see the status as Needs Additional Configuration.

   

2. Select when lead data should be sent:
   • New: Lead information will be sent from the very beginning, from the moment they are created.

   • Accepted: Lead information will only be sent when their status changes to Accepted.

     Choose the status from which lead tracking will begin.

     

3. Select Your Hubspot Pipeline (Optional) to fetch the stages from

   - Choosing a specific pipeline is optional but recommended for better control:

   - If you don't select a pipeline, the integration will use stages from your default HubSpot pipeline

   - Selecting a specific pipeline allows you to retrieve its stages and map them precisely to Partnerplace stages

   Important: If you click Save after changing pipelines, you will need to remap your stages

4. Map your stages: Map the system stages in Partnerplace to the corresponding HubSpot deal stages to ensure consistency in tracking and reporting.

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5. Reset Existing Deal Stages (Optional)

   

   Click "Reset Existing Deal Stages" to delete existing stage mappings and retrieve the latest stages from HubSpot. Use this feature to ensure your mappings are up-to-date after modifying stages in HubSpot.

   ​You can also enable the option "I want to update deal stages from HubSpot" to allow stage updates to flow from HubSpot to Partnerplace.

6. Partner Settings

   Manage your two-way integration with HubSpot. Choose whether you want to map your partners in Partnerplace to contacts or companies in HubSpot. Whenever you add a new company or contact in HubSpot, it will automatically be added to Partnerplace as well.

Mapping Options:

• Contact: Map partners to individual contacts in HubSpot

• Company: Map partners to companies in HubSpot

  

7. Company-Partner Mapping Table

When "Company" is selected, you can map specific HubSpot Companies to Partners in Partnerplace. The table displays:

• ​Hubspot Company: The company name from your HubSpot account
• Partner: Select the corresponding partner from your Partnerplace account

Use the dropdown menus to establish these connections. Click "Load more companies" to view additional HubSpot companies available for mapping. These should auto-map if email addresses match on both side - Partnerplace and Hubspot.

8. Prospect Blocking Option (Optional)

Enable "Block adding prospects in Partnerplace after they're added in HubSpot" if you want to prevent automatic prospect creation. New prospects from HubSpot won't appear in Partnerplace, but your HubSpot deals will still sync to Partnerplace.

You can also use the "Import partners from Hubspot" button to manually import partners when needed.

9. Integrating Existing Leads

To ensure all your current leads are seamlessly synchronized with HubSpot, you can transfer your existing leads in addition to new ones. This process will help maintain consistent data across both platforms and take full advantage of HubSpot's powerful CRM features for all your leads.

• Review Your Existing Leads: Ensure that all the leads you wish to transfer are up-to-date and accurate
• Map Your Stages: Make sure you have mapped the stages of your leads in our application to the corresponding stages in HubSpot

• Start the Transfer: Click the button  "Integrate old leads" button to begin the bulk transfer process.

  This might take a few minutes, depending on the number of leads

Troubleshooting common issues

• Leads Not Syncing
  • Verify that Contact emails in HubSpot match Partner emails in Partnerplace
  • Check that deals in HubSpot have associated Contacts
  • Ensure stage mappings are complete and accurate
• Stage Updates Not Reflecting
  • Confirm that "I want to update deal stages from HubSpot" is enabled
  • Verify stage mappings are current and correct
  • Check that the integration status shows as Active
• Pipeline Changes Not Appearing
  • Use "Reset Existing Deal Stages" to refresh stage mappings
  • Remap stages after any HubSpot pipeline modifications
  • Save configuration after making changes