Configuring your Hubspot integration

To configure your Partnerplace integration with HubSpot, follow these 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. 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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4. Ensure that all your existing leads are seamlessly synchronized with HubSpot. You can transfer your existing leads, but ticking "I want to integrate all of my existing leads to HubSpot"

Troubleshooting

• HubSpot Status: Needs Additional Configuration:
  • Ensure you have selected the appropriate stages and status for lead tracking.
  • Verify all required fields are properly configured.
  • If the integration status is stuck in "Needs Additional Configuration", disable the integration and enable it once more.
• Integration not working as expected:
  • Check if the correct HubSpot account is connected.
  • Ensure that all stages are correctly mapped and that the lead data timing is properly set.

By following these steps and ensuring proper configuration, you will be able to leverage the HubSpot integration effectively within Partnerplace. If you encounter any issues, please contact support at support@partnerplace.io.