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How to Setup Your Hubspot Integration

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Elayza Cataluna
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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. 
 
Things to know about this integration
With the out of the box integration between ClientPoint and Hubspot, the following fields from your Hubspot Deal will be imported into a 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
If you don't have a Hubspot account just yet, you can easily sign up for a free account, here.
Just make sure you use the same email address that you use for your ClientPoint account.
 
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Part 2: Install Hubspot
All users will need to go through these steps to connect Hubspot with ClientPoint.
  1. Log into your ClientPoint system. 
  2. Go to Settings > Integrations > Hubspot 
  3. Click "Connect" for Hubspot.

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  1. You'll be redirected to Hubspot, please login to your Hubspot account. 
  2. Click Allow to approve permissions for ClientPoint to connect with your Hubspot Account.
  3. 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". 

hubspot.PNG

  • 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. 

  1. Log into ClientPoint
  2. Go to Settings > Advanced Settings > Advanced Configuration
  3. Click on "API Configuration" and toggle "Enable Won/Lost Deal Status Change on Hubspot" to On. 

hubspot_deal_status.png

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.

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