This article provides an overview of Channeltivity's Deal Registration integration with HubSpot. For setup instructions, check out:  HubSpot Integration: Deal Registration - Setup Walkthrough.


Channeltivity’s Deal Registration integration with HubSpot makes it easy to get your Partners’ registered Deals from Channeltivity into your HubSpot CRM. The integration can be explained in two steps:

  1. Once a Partner submits a new Deal Registration, Channeltivity creates a linked copy of the registered Deal in HubSpot. This can be configured to happen automatically or on a manual basis. 

    • Automatic- Every new Deal created in Channeltivity is automatically pushed into HubSpot. 

    • Manual – Internal Users initiate the sync of a Deal Registration by clicking the HubSpot button on the Deal > Sync Now.

  2. Once the Deal is created in HubSpot, your field mappings will determine the data flow for updates made to the Deal, so that changes made in one system are reflected in the other. Learn more about the different field mapping configuration options for the Deal Registration integration with HubSpot here.

Deal Details Page - HubSpot Menu 


FAQs:


Can HubSpot Deals be imported into Channeltivity as Deal Registrations?

Yes, HubSpot Deals can be imported into Channeltivity as Deals. You can learn more about this topic here: How do I import Deals from HubSpot into my PRM as Deal Registrations?


Is the integration bi-directional? 

Yes, the Deal Registration integration with HubSpot is a true bi-directional integration. Your Deal Registration integration field mappings allow you to determine the data flow between Channeltivity and HubSpot. 


How does Channeltivity handle the End User Company and Contact associations when creating new Deals in HubSpot via the integration?  

By default, the integration sets the Deal's Company and Contact based on the email address/domain of the Deal's End User Contact in Channeltivity. For example, if there's a Contact in HubSpot with the same email address as the End User Contact listed on the Deal in Channeltivity and the domain is associated with a HubSpot Company, Channeltivity will associate the Deal to that HubSpot Company and Contact instead of creating a new Company and Contact.

If the End User Contact's email address does not exist in HubSpot, Channeltivity will create a new Contact in HubSpot. If the Contact's email domain is not yet associated with a Company in HubSpot, Channeltivity will create both a new Company and Contact in HubSpot.

Your Deal Registration End User Account and Contact field mappings determine the data that is pushed to HubSpot to create new Companies and Contacts. Please note that any changes made in Channeltivity to the End User Account and Contact on the Deal after the initial creation of the Company and Contact in HubSpot will not be reflected on the corresponding records in HubSpot.

TIP: It's recommended that you make the “Email Address” field for the End User Contact on the Deal in Channeltivity required to reduce the potential for duplicate Contacts and Companies in HubSpot by going to Settings >User & Organization Fields > User Field Requirement & Visibility.


Does the integration support Record Association Cards in HubSpot?

Yes, all HubSpot records that are linked to a record in Channeltivity display an Association Card in the right panel within HubSpot:




How do I link a Deal in Channeltivity to an existing Deal in HubSpot?

Learn more about this topic here. 


How do I assign HubSpot Deals created by Channeltivity to a Pipeline and Stage in HubSpot?  

By design, Deals created in HubSpot through the integration are not assigned to a Pipeline or Stage if the Channeltivity Stage field is not mapped to the built-in Stage field in HubSpot. If you'd like to map the fields to one another, check out this article for more details. 


Alternatively, if you prefer not to map the two fields to one another, you can automate the assignment by creating an automation workflow in HubSpot that assigns Deals created by Channeltivity to a specific pipeline and stage using one of the following workflows: 


Option 1: Map the "Record URL" OR "Record Status" system fields in Channeltivity to the Deal in HubSpot and create the below workflow using one of the fields: 


  • If the Record URL is known and the Pipeline is unknown, set the Deal property pipeline and stage to...(insert your Pipeline & Stage value).

OR

  • If the Record Status is known and the Pipeline is unknown, set the Deal property pipeline and stage to...(insert your Pipeline & Stage value).


 Option 2: Use the Sync with Channeltivity checkbox to create the below workflow: 


  • If the "Sync with Channeltivity" field is known and the Pipeline is unknown, set the Deal property pipeline and stage to...(insert your Pipeline & Stage value).



Does HubSpot have PRM functionality for Deal Registration?

There's no such thing as HubSpot PRM, but Channeltivity's Deal Registration functionality is fully integrated with HubSpot CRM and easy to set up.