By design, Deals created in HubSpot through the integration are not assigned to a Pipeline and Stage as Channeltivity does not have access to HubSpot's Deal Pipeline and Stage feature. However, you can automate the assignment by creating an Automation Workflow in HubSpot that assigns Deals created by Channeltivity to a specific Pipeline and Stage of your choice.
OPTION 1: Map the "Record URL" OR "Record Status" system fields in Channeltivity to a single-line text field on the Deal in HubSpot and create ONE of the below workflows using ONE of the fields:
- If the "Record URL" is known and the Pipeline is unknown, set the Deal property pipeline and stage to...(insert your Pipeline & Stage value).
- If the "Record Status" is known and the Pipeline is unknown, set the Deal property pipeline and stage to...(insert your Pipeline & Stage value).
OPTION 2: Use the "Sync with Channeltivity" checkbox to create the below workflow:
- If the "Sync with Channeltivity" field is known and the Pipeline is unknown, set the Deal property pipeline and stage to...(insert your Pipeline & Stage value).
FAQs:
Is it possible to map Channeltivity's Deal Stage field to the HubSpot Deal Stage field?
It's not possible to map the fields to one another as Channeltivity does not have access to HubSpot's Deal Pipeline and Stage feature. However, depending on your Deal Registration process and requirements, there may be a workaround using a HubSpot Automation Rule or our Zapier Connector to update the HubSpot Deal Stage based on the Channeltivity Deal Stage (or vice versa) on an ongoing basis. For more details, please contact support@channeltivity.com.
NOTE: It's important to note that the Channeltivity Deal Stage field is specifically designed for Partners to update you on where they are in the lifecycle of closing a Deal. Therefore, the Channeltivity Deal Stage field is visible to Partners and can be edited by both Partners and Internal Users.
Related Documentation:
HubSpot Integration: Deal Registration - Overview