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HubSpot

The RevOps integration built for HubSpot enables you to map data from HubSpot into your RevOps deals and from RevOps back to HubSpot. This simplifies your deal creation process and allows you to maintain data integrity between RevOps and HubSpot. ‍ Connect RevOps to your HubSpot account to be able to:* Create Agreements directly from your HubSpot Deal.

  • Bi-directionally synchronize the line items on your RevOps deal to HubSpot.
  • View the approval and signature status of your agreements on your HubSpot Deal.
  • Import your HubSpot Contacts and Account addresses to your RevOps Deal.
  • Synchronize the total contract value of your RevOps deal to HubSpot. Learn more about our integration on our HubSpot Marketplace listing page. ‍

See how the integration works​

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‍ Connecting RevOps to HubSpot​

‍ Only "super-admins" of HubSpot can add apps to the HubSpot account. Before connecting RevOps to your HubSpot account, please make sure the user account connecting to HubSpot has "super-admin" permissions. ‍ Connecting RevOps to HubSpot takes only 3 steps:

  1. Connect to your HubSpot
  2. Pick an Account
  3. Accept Permissions ‍

1. Connect to HubSpot​

‍ In RevOps, you can start connecting to HubSpot by going to the HubSpot Integrations page:

  • This could be found by going to Settings > Integrations
  • Or by going directly to Settings > Integrations > HubSpot ‍ Click on the "Connect to HubSpot" button and authenticate into your HubSpot account. You can also connect to HubSpot on the dedicated HubSpot Settings page. ‍ Red boxes highlight the "Connect to HubSpot" button on the HubSpot Integration Settings page. ‍

2. Pick an Account​

‍ When authenticating with HubSpot, you will be prompted to select the HubSpot account you would like to connect with. ‍

Sandbox Mode​

If you have a Sandbox environment that you would like to try this integration with, feel free to select that Account. You can always disconnect and move the integration to another HubSpot account later. ‍

Caveats​

RevOps production mode and RevOps sandbox mode can be connected to separate accounts or to the same account. If the same account is connected to both production mode and sandbox mode, features relying on webhooks to operate will not be supported in sandbox mode including CRM quick view cards. ‍ ‍

3. Accept Permissions​

After selecting your desired account, you will see a list of permissions we need for the integration to run successfully, like the one below. Use the "Connect App" button, if the permissions are permissible, to finishing connecting RevOps to HubSpot. ‍

Celebrate! 🎉​

Congratulations! Once you've completed all the steps to connecting RevOps with HubSpot, you're now able to create RevOps Deals directly in HubSpot as well as synchronize data between the two tools. ‍

How does data sync between RevOps & HubSpot?​

When your RevOps deal is first associated with the HubSpot deal, RevOps will import:

  • The contacts on the HubSpot deal.
  • The addresses associated with the Account on the HubSpot deal.
  • The line items on the HubSpot deal (as custom line items in RevOps). Every time you save or submit the deal for approval, RevOps will also synchronize the updated data for the above fields back to HubSpot.