This article provides an overview of the 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:
- Once a Partner submits a new Deal Registration, Channeltivity creates a 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.
- By default, the integration sets the Deal's Company and Contact based on the email address of the Account's Contact in Channeltivity. If a Contact's email address does not exist in HubSpot, Channeltivity will create a new Contact in HubSpot with the Contact's information from Channeltivity. If the Contact doesn't have an email address or if the Contact's email domain is not already associated with a Company in HubSpot, a new Company will be created with the Account information from Channeltivity. Your Account and Contact field mappings will determine the data that is pushed to HubSpot to create the new Company and Contact.
Once the Company and Contact are created in HubSpot, any changes made in Channeltivity to the Account and Contact are not reflected on the linked Company and Contact records in HubSpot.
- Any changes made to the Deal in Channeltivity are pushed to the linked Deal in HubSpot.
Deal Details Page - HubSpot Menu
Frequently Asked Questions:
Q: Is the integration bi-directional?
We do have plans to make the Deal Registration integration bi-directional, but for now, it's a one-way sync with Channeltivity as the master system.
Q: How do I assign HubSpot Deals created by Channeltivity to a pipeline in HubSpot?
By design, Deals created in HubSpot through the integration are not assigned to a Pipeline. You can automate the assignment by creating an automation workflow in HubSpot that associates Deals created by Channeltivity to a specific pipeline using the below Channeltivity System fields in your workflow:
o Channeltivity URL
o Channeltivity Status
Sample Workflow: If the Channeltivity URL is known and the Pipeline is unknown, set the Deal property pipeline and stage to ________ pipeline.