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
  • 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 integration fields in Salesbricks to the Deal properties you created in HubSpot
  • Test a Salesbricks Order with a test HubSpot Deal, and confirm the data is flowing properly

Setup

1

Setup HubSpot connection

In Salesbricks, go to Settings -> Integrations and click on HubSpot. When prompted to proceed, click on ‘Connect.’

You will be redirected to Hubspot’s authorization page. Sign in with your HubSpot credentials and choose the HubSpot account you wish to connect.

Once the connection has been established, you will be redirected back to Salesbricks to begin mapping your data.

2

Create the fields in HubSpot needed to host the Salesbricks data.

A list of Salesbricks fields, data types, and definitions can be found here.

In a new tab, open your HubSpot account and review the Deal properties available in your settings. If needed, you may create custom properties.

3

Map the integration fields in Salesbricks to the Deal properties you created in HubSpot.

Back in Salesbricks, map the fields you would like to push from 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.

4

Test a Salesbricks Order with a test HubSpot Deal, and confirm the data is flowing properly.

In HubSpot, create a new Deal and save.

In Salesbricks, create a new Order.

As you build your Order, refer to this document to help you navigate the fields within the Order Builder.

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.

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

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

Field Mapping

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

FieldDefinition
stageRepresents the current phase or status of the order, indicating progression through your pipeline.
idA unique identifier for the order within Salesbricks, used for consistent reference across platforms.
subscription_idThe identifier for the Salesforce subscription associated with the order.
agreement_numberThe index of the order within the subscription. • order_type: Specifies the type of order (e.g., standard, renewal, upgrade, recast) for categorization.
created_atThe timestamp marking when the order was created in Salesbricks.
updated_atThe timestamp for the last update to the order, providing insight into its most recent activity.
starts_atIndicates when the order begins.
ends_atThe expected end date of the order, marking its termination unless renewed.
closed_atThe timestamp marking when the order was closed.
primary_userThe main user or contact associated with the order, typically the primary point of contact.
metadataAn open field for additional data, custom attributes, or notes specific to the order.
billing_scheduleThe frequency or schedule for billing, such as monthly, quarterly, or annually.
grand_totalThe total value of the order, including all applicable charges, taxes, or fees.
lockedIndicates whether the order is locked from being editable by the buyer.
arrThe Annual Recurring Revenue associated with the order, reflecting yearly revenue from subscriptions or ongoing contracts.
contract_valueThe total value of the contract over its entire duration.
durationThe length of the contract or order term, measured in months.
auto_renewsIndicates if the order will automatically renew upon expiration.
pricebook_idRefers to the CRM price book ID if the customer has product enabled.
buyer_nameThe name of the company purchasing the order.
currency_iso_codeThe ISO currency code (e.g., USD, EUR) used in the order.
buyer_legal_nameThe official legal name of the buying company.

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