Configure Channeltivity's integration with HubSpot in minutes and without the need for IT using our point-and-click wizard interface. To begin integrating Channeltivity with your HubSpot CRM, follow the two easy steps listed in this guide. For assistance or questions about setting up the integration, please submit a ticket or contact us at support@channeltivity.com.
Step 1: Authorization/ Credentials Setup
Channeltivity's Integration with HubSpot requires a HubSpot Admin to authorize Channneltivity access to HubSpot by going to Settings (in Channeltivity) > HubSpot Integration > Overview & Authorization > Authorize.
Step 2: Configuring the Integrations
Channeltivity has four plug and play integrations with HubSpot's CRM:
- Deal Registration: When a Partner submits a Deal Registration, Channeltivity creates a copy of the registered Deal in HubSpot. This can be configured to happen automatically or on a manual basis. The Deal Registration field mappings allow you to determine the data flow between the two systems.
- Lead Distribution: Channeltivity's Lead Distribution integration with HubSpot allows you to easily create Leads in Channeltivity by importing Contacts and Deals from HubSpot. Leads created this way can be distributed to your Partners and are kept in sync with the originating HubSpot record so you can see the Lead's Channeltivity status within HubSpot.
- Referral Integration: The Referral module integration with HubSpot allows you to push Referrals to HubSpot as Deals and changes made to the Referral in Channeltivity are reflected in HubSpot and vice versa.
- Partner Sync: Channeltivity's HubSpot Partner Sync integration allows the two-way synchronization of Partner records and Contacts between Channeltivity and HubSpot. With Partner Sync activated, creating a new Partner Organization (or User) in Channeltivity will create a new linked Partner Company (or Contact) record in HubSpot and vice versa, and keep those records synchronized. This way, changes made on one side are reflected on the other.