Channeltivity is close to releasing the next version of our Deal Registration integration and a new Lead Distribution integration with HubSpot. The updated version will provide additional functionality, and faster, more reliable syncing. Some customers will be required to make minor changes to their configuration to prepare. This article provides an overview of the changes and answers frequently asked questions.
What improvements are included in the updated integration?
- True bi-directional data flow. Just like Partner Sync, you will be able to define bi-directional data flows between your CRM and Channeltivity.
- Send Leads into Channeltivity from HubSpot. If you use Channeltivity's Lead Distribution module, you will be able to send HubSpot Contacts and Deals into Channeltivity as Leads for distribution to your partners.
- Support for constants. Want to set the "Source" field to "Partner" for all HubSpot Deals created by Channeltivity's Deal Registrations module? Constants will allow you to do this.
- Faster, more reliable syncing. Optimized queries, better handling of conflicts, and much more.
Will the integration work differently?
Generally, no. Most people will not notice any difference. However, similar to Partner Sync, the updated integration will require that HubSpot records have a checkbox that determines whether the record can sync with Channeltivity. We added this flag to make the integration more efficient and reduce HubSpot API calls.
What changes do I need to make to prepare for the updated integration?
Since the updated integration will require that HubSpot records be flagged to sync with Channeltivity, you will need to specify a checkbox field on the HubSpot Deal record. Similar to the Partner Sync integration, checking this box in HubSpot will determine whether the record can sync with Channeltivity.
You will see a prominent "Update your HubSpot Integration" page after logging in if there are any changes you need to make.
Will I need to manually check the flags for records in HubSpot?
No, once the updated integration launches, it will automatically check the checkboxes for any synced HubSpot records.
When do I need to do this by?
As soon as possible. We’re rolling out the new integration later this month.
How do I know if there's anything I need to do to prepare?
Channeltivity will keep bugging you if any of the required fields or settings are missing. You will see a prominent "Update your HubSpot Integration" page after logging in if there are any changes you need to make. If you don't see a notification after logging in, you're all set.
What if I don’t prepare for the updated integration?
If you don’t make the necessary changes, your Deal Registration integration will stop working when the updated integration is launched.
When will the integration changes go live?
The updated integration is scheduled for June 28, 2021.
Is there anything I'll need to do once the integration changes go live?
Nope, the prep work is all that's required. Everything else is automatic and your integration will continue working as before.
I still have questions!
Contact support and we’re happy to help.