HubSpot

Overview

Salesbricks allows you to connect with your HubSpot org so you can:

Create a new Order in Salesbricks
Sync metadata from the Salesbricks Order to an associated Deal in HubSpot
Sync metadata from the Salesbricks Customer to an associated Company in HubSpot
Establish a repeatable process for future agreements between you and your customer

In order to successfully integrate HubSpot in Salesbricks, you will need to:

Connect your HubSpot instance to Salesbricks
Create the fields in HubSpot needed to host the Salesbricks data
Map the Order fields in Salesbricks to the Deal properties you created in HubSpot
Map the Customer fields in Salesbricks to the Company properties you created in HubSpot
Test a Salesbricks Order with a test HubSpot Deal, and confirm the data is flowing properly

Setup HubSpot Custom Properties

In HubSpot, you can either use existing properties or create custom properties to store the Salesbricks data. Here’s how to review and set up properties:

Navigate to Properties:
- Click the settings icon in the top navigation bar
- In the left sidebar, select “Properties”
Review and Create Properties:
- Click the “Select an object” dropdown
- Choose either “Deals” or “Companies”
- Review existing properties to see if they match your needs
- If needed, click “Create property” to add new properties
Property Types Available:
- Text properties (e.g., Name, Legal Name)
- Number properties (e.g., Total Contract Value, Expected Renewal Value)
- Single-select properties (e.g., Status with options: Active, Inactive, Terminated)
- Date properties (e.g., Customer Since Date, Next Renewal Date)

You can use existing properties that match your needs or create new ones. Refer to the field mapping section below to determine which properties you need and their appropriate data types.

For detailed instructions on creating and managing properties, see the HubSpot Properties Documentation.

Connect HubSpot in Salesbricks

1. Connect HubSpot

2. Map Order Fields

3. Map Customer Fields

4. Test the Integration

Field Mapping

Salesbricks Order Fields

When connecting Salesbricks to your CRM, map the following fields to align data between the two systems effectively:

Field	Definition
`self_service`	Indicates whether the order was placed via a self-service channel.
`stage`	Represents the current phase or status of the order, indicating progression through your pipeline.
`id`	A unique identifier for the order within Salesbricks, used for consistent reference across platforms.
`subscription_id`	The identifier for the Salesforce subscription associated with the order.
`agreement_number`	The index of the order within the subscription.
`order_type`	Specifies the type of order (e.g., standard, renewal, upgrade, recast) for categorization.
`created_at`	The timestamp marking when the order was created in Salesbricks.
`updated_at`	The timestamp for the last update to the order, providing insight into its most recent activity.
`starts_at`	Indicates when the order begins.
`ends_at`	The expected end date of the order, marking its termination unless renewed.
`closed_at`	The timestamp marking when the order was closed.
`point_of_contact_email`	The email address of the main user or contact associated with the order.
`primary_user`	The full name of the main user or contact associated with the order, typically the primary point of contact.
`metadata`	An open field for additional data, custom attributes, or notes specific to the order.
`billing_schedule`	The frequency or schedule for billing, such as monthly, quarterly, or annually.
`payment_terms_text`	`x` = `payment_terms_number_of_days`. If `x` is 0, returns “Due on receipt.” Otherwise, returns “Net `x`” (e.g., “Net 30”).
`owner_name`	The name of the account owner managing the order.
`owner_email`	The email address of the account owner managing the order.
`accounts_payable_emails`	Email addresses responsible for processing payments on the buyer’s side.
`arr`	The Annual Recurring Revenue associated with the order, reflecting yearly revenue from subscriptions or ongoing contracts.
`contract_value`	The total value of the contract over its entire duration.
`duration`	The length of the contract or order term, measured in months.
`auto_renews`	Indicates if the order will automatically renew upon expiration.
`buyer_name`	The name of the company purchasing the order.
`currency_iso_code`	The ISO currency code (e.g., USD, EUR) used in the order.
`buyer_legal_name`	The official legal name of the buying company.
`total_committed_current_spend`	The total contract value of the customer’s current active agreement.
`total_expected_renewal_spend`	The forecasted total contract value of the customer’s next renewal agreement.

Salesbricks Customer Fields

When connecting Salesbricks to your CRM, map the following fields to align data between the two systems effectively:

Field	Definition
`name`	Customer name.
`legal_name`	Customer legal name.
`status`	Refers to the current customer’s status. A customer is `ACTIVE` if they have at least one active subscription. If the only active subscription is scheduled for termination, the status is updated to `TERMINATED`. Options: Active, Terminating, Terminated, Order Needed, Scheduled, Open Order
`customer_since_date`	First subscription’s start date.
`next_renewal_date`	Active subscription’s next renewal date. If there are multiple active subscriptions, gets the subscription with the earliest end date. For example: Subscription A - Mar 1, 2024 - March 1, 2025, Subscription B - March 1, 2024 - April 1, 2024. Next renewal date is April 2, 2024.
`termination_date`	If all customer subscriptions have been terminated, returns the termination date of the last subscription terminated.
`churn_notes`	Notes from the last terminated subscription.
`total_committed_current_spend`	Sum of `subscription_grand_total` of all subscriptions.
`total_expected_renewal_spend`	Sum of `renewal_value` of all subscriptions.
`primary_user`	Primary user full name of the recently closed/updated order.
`product_name`	Product name of the recently closed/updated order.
`total_arr`	Total ARR of the recently closed/updated order.
`auto_renews`	Whether the recently closed/updated order auto renews. Options: Yes, No.
`duration`	Number of months of the last closed/updated order.
`billing_frequency`	Billing frequency of the last closed/updated order. Options: Monthly, Quarterly, Semi-annually, Annually, All upfront.
`brick_a`	All brick names will be available for mapping and can be mapped to any CRM field. The value will be the total quantity/entitlements for the mapped brick. For example: If you sell licenses and have “Starter Seat”, “Professional Seat”, “Enterprise Seat”, and “Viewer Seat” as bricks in your plans, you can map these to custom fields in your CRM to track total quantities.
`brick_b`	Additional brick field for mapping to CRM custom fields.

Resources

Field Definitions

View the complete list of Salesbricks fields, data types, and definitions for HubSpot integration.

Order Builder Guide

Learn how to navigate and use the Order Builder effectively.

If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.

Quickstart Guide

Documentation

Notifications

Integrations

Overview

Setup HubSpot Custom Properties

Connect HubSpot in Salesbricks

Field Mapping

Resources

Field Definitions

Order Builder Guide

Quickstart Guide

Documentation

Notifications

Integrations

​Overview

​Setup HubSpot Custom Properties

​Connect HubSpot in Salesbricks

​Field Mapping

​Resources

Field Definitions

Order Builder Guide

Overview

Setup HubSpot Custom Properties

Connect HubSpot in Salesbricks

Field Mapping

Resources