HubSpot | Overview

Article Overview 

HubSpot's CRM platform provides you with the tools needed to build and grow remarkable customer experiences that help spin your flywheel faster. It's all powered by the same database, so everyone in your organization - Marketing, Sales, Service, & Operations - is working off the same system of record. This allows for a smoother handoff between teams and results in a more delightful experience for your customers.

At A Glance:

What Does This Integration Do?

SalesRabbit -> HubSpot:

• Send SalesRabbit leads to HubSpot through form submission.
• Create a new Contact in HubSpot.
  • Create a new Deal and associate it to the Contact in HubSpot (optional).
• Create a new meeting in HubSpot when a lead has an appointment date/time.
• Attached lead files upload to the Contact.
• Map SalesRabbit custom field(s) to a Contact and/or Deal field(s) in HubSpot.
• HubSpot Contact/Deal user assignment.
  • Based on adding the HubSpot Contact Owner ID into a SalesRabbit user's External ID field.

HubSpot -> SalesRabbit+:

• Create a new lead in SalesRabbit when a Contact is created in HubSpot.
• Update the status of a lead in SalesRabbit when the Contact status is updated from HubSpot.
• Update the status of a lead in SalesRabbit when the Deal stage is updated from HubSpot.

What Data is Transferred from SalesRabbit+ to HubSpot

• First Name
• Last Name
• Phone
• Alternate Phone
• Email
• Street
• Apt/Suite
• City
• State
• Postal Code
• Country
• Appointment Date/Time
• Notes
• Custom Fields
• Lead File Attachments

Prerequisites

• Admin login credentials to your HubSpot Account
• SalesRabbit+ Pro Plan & admin level login credentials

Pro Tips

• Visit the HubSpot | Setup Help Center Article to begin setting up this integration!