This article gives step-by-step setup instructions of Channeltivity’s Deal Registration integration with HubSpot. An overview of Channeltivity’s Deal Registration Integration can be found in this article.
Step 1: Set Up HubSpot Field
You'll need to create a checkbox field on the Deal object in HubSpot. This field is used for integration purposes only. When a Deal is pushed into HubSpot, Channeltivity will update the field on the Deal automatically. Doing so allows Channeltivity to flag/identify the records that are syncing with Channeltivity. This makes the integration run more efficiently and it reduces HubSpot API calls.
Step 2: Enable the Integration in Channeltivity
A HubSpot Admin will need to enter their HubSpot Credentials into Channeltivity to authorize Channeltivity access to HubSpot by going to Settings > HubSpot Integration > Overview & Authorization. Learn more about this topic here: HubSpot Integration Authorization/Credentials Setup.
Once the systems are connected, go to Settings > HubSpot Integration > Deal Registration.
Choose whether you want Channeltivity to automatically create a Deal in HubSpot whenever a Deal is registered or whether you want the manual control over which Deals get pushed into HubSpot. You'll also need to select the "Sync with Channeltivity" checkbox that you just created from the dropdown menu.
Step 3: Configure Field Mappings
Scroll down to the Field Mapping section where you will specify the flow of data between Channeltivity and HubSpot. The system displays all of the Channeltivity Deal, Account, and Contact fields on the left and all of the HubSpot Deal, Company, and Contact fields on the right. Each mapping is connected by a button that indicates the mapping's sync direction. You can update the sync direction/data flow for existing mappings by clicking on the buttons and add additional mappings by clicking the "Add Mapping" button. Learn more about this topic in this article: HubSpot Integration: Field Mapping Configuration.
Note: 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 determine the data that is pushed to HubSpot to create the 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.
Once all your mappings are complete, press the "Save" button at the very bottom of the page to finish the setup process. Depending on the details of your HubSpot configuration, the saving process can take up to 30 minutes. When the setup process is complete, you will be redirected to the HubSpot Integration Settings page.
Step 4: Test the Integration
You're all set! Go ahead and submit a Deal Registration to test out the integration between Channeltivity and HubSpot.