If you are using HubSpot for Marketing and Sales, you can integrate it with Productive to have your deals, companies, and contacts synced to Productive.
Setting up the Integration
First, log into your HubSpot account. Then, in Productive, head over to Settings > App Marketplace and select HubSpot.
Select "Connect app" and follow the steps in the setup. First, you'll need to set up the defaults for the integration. This includes:
Default subsidiary
All deals synced from HubSpot will be assigned to this subsidiary.
Fallback deal owner
The person that will be set as the owner of all deals synced from HubSpot.
Default client company
If a deal synced from HubSpot has no company assigned to it, this company will be assigned to that deal in Productive.
Default template
This Proposal template will be set for all deals synced from HubSpot.
Mapping Pipeline Stages
Next, you will need to map some HubSpot sales pipeline stages to the Productive sales pipeline.
By doing this, you will define when a deal from HubSpot should be added to Productive and to which stage.
Once a deal in HubSpot reaches one of the mapped stages, it will be created in the matching Productive stage.
Don't sync deal updates: this checkbox will disable deal stage changes to be synced to Productive.
Syncing deals from HubSpot
When a deal reaches one of the HubSpot stages selected in the integration settings, a deal will be created in the matching Productive stage.
The deal attributes will be copied to Productive as follows:
HubSpot Deal Attribute | Productive Deal Attribute |
Deal Name | Deal Name |
Deal probability | Deal probability |
Currency | Currency |
Amount | Revenue |
Deal Stage | Deal stage (as mapped in the integration settings) |
Each deal synced from HubSpot will be marked with the sync icon. You can see this icon both in the deals list view and in the deal details.
The sync icon indicates that any updates made to the corresponding deal in HubSpot will be reflected on this deal in Productive.
This includes any updates on the Deal Name, Deal probability, Currency, and Amount attributes.
The Deal stage will be updated in Productive only if:
Don't sync deal updates checkbox is not ticked
The deal is moved to a HubSpot stage that is mapped to a Productive stage
Note: If a deal with the sync indicator is modified in Productive, the sync will be broken and no future updates will be synced from HubSpot.
Syncing Contacts and Companies
When a deal is copied to Productive, the primary company and the contacts on the deal will also be created in Productive.
The primary company on a HubSpot deal is created in Productive and assigned to that deal. The company attributes will be copied to Productive as follows:
HubSpot Company Attribute | Productive Company Attribute |
Company name | Company name |
Address | Address (Contact info) |
Website URL | Website (Contact info) |
Phone number | Phone (Contact info) |
All contacts on a HubSpot deal will be created in Productive and assigned to the primary company of that deal. The contact attributes will be copied to Productive as follows:
HubSpot Contact Attribute | Productive Contact Attribute |
First name | First name |
Last name | Last name |
Company | Company |
Job title | Job title |
Email (Contact info) | |
Phone number | Phone (Contact info) |
Mobile phone number | Phone (Contact info) |
Address | Address (Contact info) |
Each contact and company synced from HubSpot will be marked with the sync icon. You can see this icon both in the contact/company list views and in the contact/company details.
The sync icon indicates that any updates made to the corresponding deal in HubSpot will be reflected on this deal in Productive. This includes any updates on the Deal Name, Deal probability, Currency, and Amount attributes.
Note: If a contact/company with the sync indicator is modified in Productive, the sync will be broken and no future updates will be synced from HubSpot.