The HubSpot integration for ClientPoint allows users to streamline workflows by syncing essential deal data between the two platforms. This integration requires an active ClientPoint subscription with CRM integration enabled. Below is a step-by-step guide to setting up and using this integration effectively.
REQUIRED: Integration with Hubspot requires an active ClientPoint subscription with CRM integration enabled. For more information please reach out to support@clientpoint.net.
This article contains information on how to integrate Hubspot with ClientPoint.
| Hubspot Fields (related to the Deal) | ClienPoint Fields |
|---|---|
| Company Name | Client Name |
| Deal Amount | Revenue |
| Contact Salutation | Recipient Prefix |
| Contact First Name | Recipient Name |
| Contact Last Name | Recipient Name |
| Contact Email | Recipient Email |
| Contact Phone Number | Recipient Phone Number |
| Contact Mobile Phone Number | Recipient Mobile |
| Contact Fax | Recipient Fax |
| Contact Title | Recipient Title |
| Contact Address | Recipient Address |
| Contact City | Recipient City |
| Contact State | Recipient State |
| Contact Postal Code | Recipient Postal Code |
| Contact Country | Recipient Country |
Part 1: Sign up for a free Hubspot
- Log into your ClientPoint system.
- Go to Settings > Integrations > Hubspot
- Click "Connect" for Hubspot.
- You'll be redirected to Hubspot, please login to your Hubspot account.
- Click Allow to approve permissions for ClientPoint to connect with your Hubspot Account.
- You're done.
Part 3: How to create a ClientPoint from Hubspot using the ClientPoint Module in Hubspot
- Within your Deals in Hubspot, on the bottom right there will be a ClientPoint module with the button called "Create New".
- Please start all ClientPoints via Hubspot to connect your ClientPoint with the Deal.
Optional: Update deal status in Hubspot based on ClientPoint status
Here are the steps to enable closedwon and closedlost deal status change in Hubspot triggered when a ClientPoint status is won or lost.
- Log into ClientPoint
- Go to Settings > Advanced Settings > Advanced Configuration
- Click on "API Configuration" and toggle "Enable Won/Lost Deal Status Change on Hubspot" to On.
Conclusion
Integrating HubSpot with ClientPoint enhances efficiency by automating data transfer and aligning sales and proposal processes. This integration reduces manual effort, ensures accuracy, and provides a unified view of deal information across platforms.
For further assistance, contact support@clientpoint.net.