This article gives step-by-step setup instructions of Channeltivity’s Referral integration with HubSpot. An overview of the integration can be found here: HubSpot Integration: Referral - Overview.

Step 1: Set Up HubSpot Field

***You can skip this step if you've already set up the Deal Registration integration with HubSpot.***

You'll need to create a checkbox field on the Deal object in HubSpot. This field is used for integration purposes only. When a Referral 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 Referral is created in Channeltivity or whether you want the manual control over which Referrals 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 Referral 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 Contact (end-user) listed on the Referral in Channeltivity. If the 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 there is no email address for the Contact or if the Contact's email domain is not already associated with a Company in HubSpot, a new Company will be created with the information from Channeltivity. Your Company and Contact field mappings will determine the data that is pushed to HubSpot to create the new Company and Contact.

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 Referral to test out the integration between Channeltivity and HubSpot.