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. Toggle "I want to update deal stages from HubSpot" to allow HubSpot deal stage changes to automatically update in Partnerplace.
6. 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 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