HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service.
Connect to HubSpot
Navigate to the Settings page and move to the Connectors tab. Click on CRM to access the HubSpot connector. Click on the Connect button on the HubSpot card, as shown in Fig. 1:
Fig. 1: CRM Connectors
Initial Setup
You must select the modules to sync and the sync type. There are two modules to select, and you may select either one or both:
- Contract: supports Import only, Export only, Import & Export sync types
- Customers: supports Export only sync type
Fig. 2: Modules and sync types
To enable contract synchronization, create mapping for templates you want to sync. You can configure as many templates as you want.
Fig. 3: Select template for contract sync
For each template, you should map a Zenskar column with the desired HubSpot column. If a Zenskar column cannot be mapped with a corresponding HubSpot column, then the default value will be used.
With respect to product mapping, a product can be properly mapped to a Zenskar column by one of the following ways:
- by mapping products from HubSpot product library
- by using the same product name in HubSpot and Zenskar
Fig. 4: Configure columns
Multiple filters can be applied on each column. A contract can be created from a template only if the column value passes the conditions set by the filters. For example, for the sample template shown in the figure below, a contract will be created only if the “Deal Stage” of the HubSpot deal is closedwon. You can apply as many filters as necessary for a template.
Any contract created using the integration will benefit from the two-way sync: changes made in Zenskar will be synced with HubSpot and vice versa.
Fig. 5: Filters
All changes will be synchronized at the time of deal creation and every time when deal stage changes.
If a customer is not available in Zenskar, a new customer will be created with data from HubSpot (if found) or default data.