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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

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Setup

1

Setup HubSpot connection

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

Setup-connection

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.

deal-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.

Click “Save.”

field-mapping

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.

field-mapping-enum
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.

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.

crm-company-deal

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.

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

SalesforceOverview