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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.
Creating the Integration
First, log into your HubSpot account.
Then, in Productive, head over to Settings - App Marketplace - HubSpot:
Select Connect app and follow the steps in the setup:
First, you need to set up the defaults for the integration. This includes:
Default subsidiary - all deals synced from HubSpot will be assigned to this subsidiary
Default deal owner - the person that will be set as the owner of all deals synced from HubSpot
Default 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
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.
Q&A
I've just set up the integration with Hubspot - why don't I see my existing deals?
Existing deals will not be synced with Productive unless you move them to the next stage, ie. one of the stages that you've mapped with Productive in the integration settings. For example, if you've mapped Stage 1 and Stage 2 with Productive, and your deal is in Stage 1 before the integration is set up, it will not appear in Productive until you move it to Stage 2.
What happens if a HubSpot deal has multiple companies assigned to it?
Because Productive has a limitation of only one company per deal, only the primary company will be synced.
What happens if a HubSpot deal has multiple contacts assigned to it?
All contacts will be created in Productive and linked to the primary company of the deal.
What happens if the primary company on a HubSpot deal already exists in Productive?
If the existing company in Productive was synced from HubSpot, Productive would not create a new one but use the existing one instead.
If the existing company was not synced from HubSpot (e.g. it was previously created in Productive), Productive will detect the existing company and match the deal to it, instead of creating the duplicate.
What happens if a contact on a HubSpot deal already exists in Productive?
If the existing contact in Productive has the same email address as the contact synced from HubSpot, Productive will not create a new one but use the existing one instead. If the existing and the new contacts don't have matching email addresses, Productive will not be able to detect the duplicate and will create a new one.
Is the deal owner field in HubSpot synced to Productive?
At the moment, the deal owner field is not synced, and the default owner is set according to your integration settings.
What happens if the deal owner is updated in Productive?
As changing that field counts as an action that modifies the synced deal, the sync will "break" and changes done to that deal in HubSpot afterward will not be reflected in Productive.