23

Setup

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Setting up the data layer Setting up E-commerce tracking with Tag Manager and Google Analytics 4 Creating a new tax rule Create product links Adding legal documents (T&C, Privacy policy, Terms of service)

HubSpot CRM integration

How to Integrate HeadQ with HubSpot CRM

Paavo Laaksonen

Last Update 2 tahun yang lalu

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.

Step-by-Step Guide
1. Navigate to Settings and Select Integrations
  • Go to the settings section in HeadQ.
  • Choose "Integrations" from the menu.
  • Click on "Add New Integration."
2. Choose Integration Type
  • Select whether you want to create a "HubSpot CRM Integration" or a "HubSpot Product Integration."
3. Select Data Synchronization Preferences
  • 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 is recommended that you do not synchronize the history to avoid duplication.

4. Select HubSpot Account for Integration
  • Choose the HubSpot account you wish to integrate with HeadQ.


5. Approve the Integration in HubSpot
  • Follow the prompts to authorize and approve the integration within your HubSpot account.
6. Select Records to Sync and Deal Stage
  • Determine which records you want to import from HeadQ to HubSpot.
  • Specify the Deal stage in HubSpot where these records should be placed.


7. Line Items in HubSpot
  • 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 from it.
    • A custom product will be created as a Line Item if no matching SKU is found.
8. Enable Deal Description Field in HubSpot (if you ar not using Line Items)
  • 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.
9. Product Synchronization
  • When you want to create a product synchronization, repeat the previous steps, 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
General Considerations for Integration
  • 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.

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