HubSpot

​

Overview

• 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

• 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

1. Navigate to Properties:
   • Click the settings icon in the top navigation bar
   • In the left sidebar, select “Properties”
2. 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
3. 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)

​

Connect HubSpot in Salesbricks

1. Connect HubSpot

In Salesbricks, go to Settings -> Integrations and click on HubSpot.If this is your first time connecting HubSpot to Salesbricks, a modal will appear prompting you to connect your HubSpot account. Click “Connect.”

2. Map Order Fields

After you log in to HubSpot, you will be redirected back to Salesbricks.Map the fields you would like to push from Salesbricks Orders to HubSpot Deals.Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.

We recommend mapping the following field out of the gate:Map Salesbricks Order Contract Value to your HubSpot Deal field Amount.To map additional fields, you can reference our docs on Salesbricks fields for HubSpot.

Click “Save.”

If you are trying to map a Salesbricks field to a “Dropdown select” HubSpot property (For example, Salesbricks Order Status), you will have to map each Salesbricks option to an option in Hubspot.

3. Map Customer Fields

Next, map the fields you would like to push from Salesbricks Customers to HubSpot Companies.Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.

We recommend mapping the following fields out of the gate:

• Map Salesbricks Customer Name to your HubSpot Company field Name
• Map Salesbricks Customer Legal Name to your HubSpot Company field Legal Name
• Map Salesbricks Customer Status to your HubSpot Company field Status
• Map Salesbricks Customer Total Committed Current Spend to your HubSpot Company field Total Contract Value
• Map Salesbricks Customer Total Expected Renewal Spend to your HubSpot Company field Expected Renewal Value

To map additional fields, you can reference our docs on Salesbricks fields for HubSpot.

Click “Save.”

4. Test the Integration

1

Create a test Deal in HubSpot

In HubSpot, create a new Deal and save it.

2

Create a new Order in Salesbricks

In Salesbricks, create a new Order.

3

Link the Order to HubSpot

In the CRM Company field, search for the Company associated with the Deal you created in HubSpot. Once you find the correct account, the CRM Deal field will be populated with all Deals associated with that company.

4

Verify the sync

After you save the Order, go to HubSpot and verify that the details from the Order were pushed from Salesbricks to the HubSpot Deal and Company.

Each time the Salesbricks Order is updated, the updates will be synced to the HubSpot Deal and Company.

​

Field Mapping

​

Resources