HubSpot CRM integration

Integrating HeadQ with HubSpot CRM allows seamless data transfer and synchronization between the two platforms. With this integration, you can export leads, quotes, orders, contacts, and companies from HeadQ to HubSpot. Additionally, you can update product information from HubSpot to HeadQ. This integration streamlines your business processes, ensuring that all your important data is accurately reflected in both systems, enhancing efficiency and providing a unified view of your customer interactions and sales pipeline.

• Go to the settings section in HeadQ.
• Choose "Integrations" from the menu.
• Click on "Add New Integration."

• Select whether you want to create a "HubSpot CRM Integration" or a "HubSpot Product Integration."

• Decide if you want to synchronize the entire history of leads, quotes, and orders from HeadQ to HubSpot or only new ones.
• If you have previously manually created records in HubSpot, it would be best for you to not synchronize the history to avoid duplication.
  
  

• Choose the HubSpot account you want to integrate with HeadQ.

• Follow the prompts to authorize and approve the integration within your HubSpot account.

• Determine which records you want to import from HeadQ to HubSpot.
• Specify the Deal stage in HubSpot where these records should be placed.

• If you are using Line Items in HubSpot, the integration will utilize them.
• If Line Items are not used, the details of leads, quotes, and orders will be included in the Deal description.
• Important considerations for Line Items:
  • If the purchased product/variation has an SKU, the integration will search for the corresponding product in HubSpot and create a Line Item.
  • A custom product will be created as a Line Item if no matching SKU is found.

• Note that the Deal description field is not enabled by default in HubSpot.
• Go to your HubSpot settings and make this field visible to ensure that all relevant information is displayed.

• Repeat the previous steps when creating a product synchronization, but choose "Product Integration" in step 2.
• Fields that will be synced from HubSpot to HeadQ for products are:
  • product_id
  • name
  • description
  • price
  • hs_sku
  • hs_images

• You can toggle the integration on or off using the "Status" button.
• The CRM Integration updates every 5 minutes. If you do not see the data immediately after enabling the integration, please wait a few minutes.