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
- 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
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.
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.
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.
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:
| Field | Definition |
|---|---|
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. |
primary_user | 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. |
grand_total | The total value of the order, including all applicable charges, taxes, or fees. |
locked | Indicates whether the order is locked from being editable by the buyer. |
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. |
pricebook_id | Refers to the CRM price book ID if the customer has product enabled. |
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. |
If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.