What do I need to do before I integrate with HubSpot?

Summary

Before integrating with HubSpot, there are a few pre-integration steps that are required.

It is important to ensure that existing customers and contracts in Tabs map to the correct companies and deals in HubSpot. This will prevent duplicating contract records upon the initial sync, and will ensure that invoices previously sent from Tabs will populate on the correct opportunity in HubSpot (if invoices are being synced).

Tabs will take on the bulk of this work. To complete this, we will need 2 reports from HubSpot.

Companies

Create a Single Object report for Companies.

Selected Properties:

• Record ID

Filters:

• Created Date = All data

• Recent deal close date = Known

• + any other filters that would identify customers in your HubSpot environment

Deals

Create a Single Object report for Deal.

Selected Properties:

• Record ID

• Contract start date

• Associated company

Filters:

• Created Date = All data

• Deal Stage = All Closed Won

Once we have this data, Tabs will map all customers and contracts to their associated company and deal. If we need extra context, we will reach out!