HubSpot+ | Setup

Article Overview 

This article walks users through HubSpot marketplace integration set up for a SalesRabbit+ workspace.

Part 1: Integrations Permission

In order to set up the HubSpot integration, a user must have the "Manage" Integrations and "Manage" Forms permissions enabled for their assigned role. This part reviews how to enable these permissions for a role.

• From the SalesRabbit+ Web App, navigate to "Settings" -> select "Roles & Permissions".
• Select a "Role" to edit -> enable the following permissions:
  • "Manage" Integrations: connect and manage a workspace's app & website integrations.
  • "Manage" Forms: create and manage forms for a workspace.
• Click "Save" to apply any changes made.

Part 2: Form Creation

This part demonstrates how to create the form needed to push lead information from SalesRabbit+ -> HubSpot.

Tip: visit the Form Management Help Center Article for more detailed information on creating forms.

• From the SalesRabbit+ Web App, navigate to "Settings" -> click "Forms" -> select "Create Form".

• Add the following to the new form:
  • Title: provide a name for the form (ex: Submit to HubSpot).
  • Description: provide a short description for the form's use.
  • Lead Fields:
    • Select which lead fields should appear on the form.
  • Custom Fields:
    • Select which custom fields should appear on the form.
  • Form Fields:
    • Create new form fields that live on this specific form.
• Below is an example screenshot of a completed form:

• Tip: select any field on the form and mark it as "Required" or leave "Optional".

• Click the "Save & Publish" button when finished creating the HubSpot form!

Here is a list of fields we recommend adding to your HubSpot Form:

Part 3: HubSpot Configuration Wizard

This part demonstrates how to navigate the HubSpot marketplace integration wizard.

• From the SalesRabbit+ Web App, navigate to "Integrations" -> click "Marketplace" -> select the "HubSpot" tile.

• Navigate to "Configuration".

Complete the following pages of the Configuration Wizard:

• Authentication & Form Selection Page:
  • Connect HubSpot:
    • Use the "New Authentication" button -> select which HubSpot account to connect -> then approve the permissions this integration requires.

• Add Form:
  • Use the "+ Add Form" button to select which form (created in Part 2 of this article) to use to send SalesRabbit+ leads to HubSpot.

• Click the "Next" Button to proceed to the next page in the configuration wizard.

• Record Type Configuration Page:
  • Deal Creation: enabling this option allows SalesRabbit+ to create/update a deal in HubSpot when a form is submitted from SalesRabbit+. The deal will be associated to the contact.
    • Note: Deals can only be created when submitting leads through form submission.

• Meeting Creation: enabling this option allows SalesRabbit+ to create a meeting in HubSpot when an appointment time is present on the lead. The meeting will be associated to the contact.
  • When enabled, select a default meeting length.

• File Upload: enabling this option allows SalesRabbit+ to create files in HubSpot if a file is attached to the lead. When enabled, select a HubSpot folder to store files in. The files will be associated to the contact.
  • Note: files can only be uploaded when a form is submitted.

• Click the "Next" Button to proceed to the next page in the configuration wizard.

• Contact Records Page:
  • Use Default Standard Fields: if disabled, a new page will be added to the configuration allowing users to manually map the standard SalesRabbit+ fields to HubSpot Contact fields.
  • Use Custom Fields: enabling this option allows users to map their SalesRabbit+ custom fields to specific HubSpot Contact fields.
  • Require Email Address: HubSpot requires that email addresses sent to their system have the address owner's "Opt In" permission to receive emails from your business. Please train your reps to notify customers that when providing their email address, they are opting in to receive communication from your business.

• Lead Sync: when enabled, allows SalesRabbit+ to create/update contacts in HubSpot when the lead status is updated from SalesRabbit+. When enabled use the Lead Status Mappings at the bottom of this page to create a list of lead statuses to sync with HubSpot.
  • Note: this option may produce incomplete data in your HubSpot account.

• Select Your HubSpot Lead Status(es):
  • Default Lead Status: select a default lead status. The default status is only applied during form submission if a mapping is not found in the list of mappings.

• Lead Status Mappings:
  • Use the "+ Add Mapping" button to map SalesRabbit+ Lead Statuses to HubSpot Contact Statuses.
  • Note: status mappings are used for both form submission and lead sync.

• Click the "Next" Button to proceed to the next page in the configuration wizard.

• Contact Records Page - Contact Field Mappings Page:
  • Note: this page will display if the "Use Default Standard Fields" option was disabled on the Contact Records page.
  • Use the "+ Add Mapping" button to map SalesRabbit+ Lead Fields to specific HubSpot Contact Fields.

• Click the "Next" Button to proceed to the next page in the configuration wizard.

• Deal Records Page:
  • Note: this page will only display if the "Deal Creation" option was enabled on the first page of the configuration.
  • Use Default Standard Fields: if disabled, a new page will be added to the configuration allowing users to manually map the standard SalesRabbit+ fields to HubSpot Deal fields.
  • Use Custom Fields: enabling this option allows users to map their SalesRabbit+ custom fields to specific HubSpot Deal fields.
  • Default Deal Pipeline: to use HubSpot Deals, we require a default pipeline and default stage.
    • Use the "Default Deal Pipeline" dropdown to select a default deal pipeline.
    • Use Multiple Deal Pipelines (optional): if enabled, map SalesRabbit+ Orgs to HubSpot Deal Pipelines.
  • Default Deal Stage:
    • Use the "Default Deal Stage" dropdown to select a default deal stage. The default stage is applied if a deal stage mapping is not found.
  • Deal Stage Mappings:
    • Use the "+ Add Mapping" button to map SalesRabbit+ Lead Statuses to HubSpot Deal Stages.
  • Click the "Next" Button to proceed to the next page in the configuration wizard.

• SalesRabbit+ Lead Records Page:
  • Lead Creation: enabling this option allows HubSpot to create leads in SalesRabbit+ when a new contact is created in HubSpot. When enabled, select a default SalesRabbit+ lead status and lead owner.

• Contact Sync: enabling this option allows HubSpot to update the lead status of the associated SalesRabbit+ lead when the Contact status is updated in HubSpot. When enabled, create a status mapping between HubSpot Contact Statuses & SalesRabbit+ Lead Statuses.

• Click the "Next" Button to proceed to the next page in the configuration wizard.

• Deals Page:
  • Deal Sync: enabling this option allows HubSpot to update the lead status of the associated SalesRabbit+ lead when the Deal stage/status is updated in HubSpot. When enabled, create a list of stage mapping between Deal Stages & SalesRabbit+ Lead Statuses.

• Click the "Finish" button to complete and save any changes made to the configuration.

Part 4: Submit a Lead to HubSpot

This part demonstrates how to send lead information from SalesRabbit+ -> HubSpot using form submission.

Note: Parts 1-3 of this article must be completed before this action can work.

Note: Form submission can only be done on a lead from the mobile app.

• From the SalesRabbit+ Mobile App, navigate to "SalesHub" -> click on a lead to send to HubSpot -> enter the lead's "Details".
  • Tip: users can quickly navigate to existing forms by selecting the "Form" option on the lead card.

• From the lead's details, users can add information about the lead under the "Info" tab -> navigate to "Forms" -> select the HubSpot form.

• After confirming the lead details are correct and up to date -> click "Submit".
• Any changes made to fields on the form will also update the lead itself.
  • Note: the form in the following screenshot may appear different than your form.

• A green notification will appear if the submission was successfully sent to HubSpot! A new contact & potential deal will be created in the HubSpot account.

Pro Tips

• After this integration has been successfully configured, the "Reconfigure" button can be used to make changes or edits to the configuration wizard.