HubSpot

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Overview

1. BCC Auto-logging - Automatically log all outgoing emails to HubSpot
2. Two-way Pipeline & Deal Sync - Keep your sales pipelines and deals synchronized between both platforms
3. Contact Import - Import all your HubSpot contacts into FirstQuadrant with automatic field mapping

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How to connect HubSpot

1. Go to Settings > Integrations > Apps in FirstQuadrant
2. Find HubSpot in the available integrations list
3. Click Connect to begin the authorization process
4. You’ll be redirected to HubSpot to log in and grant permissions
5. Once authorized, you’ll be returned to FirstQuadrant with your connection established

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BCC auto-logging

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How it works

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Configuring BCC auto-logging

1. After connecting HubSpot, go to the HubSpot integration settings
2. Toggle Enable BCC auto-logging to turn on this feature
3. The BCC email field will automatically populate with your unique HubSpot BCC address, but you can also manually enter your own BCC email address
4. Click Save to apply the settings

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Pipeline synchronization

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How it works

• Automatic pipeline creation: For each pipeline in FirstQuadrant, a corresponding pipeline is created in HubSpot with the prefix [FirstQuadrant]
• Multiple pipeline support: If you have multiple pipelines in FirstQuadrant, multiple corresponding pipelines will be created in HubSpot
• Stage mapping: All stages from your FirstQuadrant pipeline are mapped to HubSpot, including probability calculations based on stage weights
• Default stages: The system automatically adds “Lost” (0% probability) and “Won” (100% probability) stages to complete the pipeline

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Enabling pipeline sync

1. In the HubSpot integration settings, toggle Enable pipeline synchronization
2. FirstQuadrant will automatically:
   • Create new pipelines in HubSpot for each of your FirstQuadrant pipelines
   • Map all existing stages with appropriate probabilities
   • Set up tracking for ongoing synchronization
3. Click Save to activate the synchronization

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Two-way deal sync

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Features

• Bidirectional updates: Changes made in either FirstQuadrant or HubSpot are automatically synced to the other platform
• Complete deal data sync: Synchronizes deal name, amount, stage, owner, and close dates
• Automatic company creation: When syncing deals, FirstQuadrant automatically creates or links companies based on contact domains
• Owner mapping: Intelligently maps deal owners between systems with automatic fallback to default owners when needed
• Real-time updates: HubSpot changes are synced without a delay of more than a few seconds

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What gets synced

• Deal creation, updates, and deletions
• Deal properties (name, amount, stage, close date)
• Deal owner assignments
• Associated companies (created automatically from contact data)

• Deal stage changes
• Deal property updates
• Deal deletions
• Owner reassignments

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How synchronization works

1. Initial sync: When you first enable deal sync, all existing FirstQuadrant deals are pushed to HubSpot
2. Ongoing sync:
   • FirstQuadrant changes are pushed to HubSpot in real-time
   • HubSpot changes are received and processed automatically
3. Conflict resolution: The most recent change takes precedence in case of conflicts

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Settings and configuration

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Managing your connection

1. Going to Settings > Integrations > Apps
2. Clicking on the HubSpot integration
3. Here you can:
   • View connection status and portal information
   • Enable/disable BCC auto-logging
   • Enable/disable pipeline synchronization
   • View sync status and error logs
   • Disconnect the integration if needed

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Troubleshooting

1. Connection errors: Try disconnecting and reconnecting your HubSpot account
2. Sync delays: Check the error logs in the integration settings for specific issues
3. Pipeline limits: HubSpot has limits on the number of pipelines; ensure you haven’t reached the maximum
4. Missing deals: Verify that deal sync is enabled and check for any error messages in the logs

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Limitations

• Associations: Contact and company associations from HubSpot are not directly synced to FirstQuadrant. Updates to associated records in HubSpot won’t automatically reflect in FirstQuadrant
• Custom fields: Only standard deal fields are synchronized; custom HubSpot fields are not currently supported

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Contact import

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How it works

• Contact name (from firstname and lastname)
• Email address
• Company name
• Job title
• Additional HubSpot properties are preserved in the contact notes

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Importing contacts from HubSpot

1. After connecting HubSpot, go to the HubSpot integration settings
2. In the Import section, click Import contacts
3. Confirm that you want to create the import
4. FirstQuadrant will create a new import with all your HubSpot contacts
5. You can choose to go to the Imports page where you can:
   • Review the contacts that will be imported
   • Add qualifying questions to filter contacts
   • Configure import settings like deduplication rules
   • Start the import process when ready

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Managing imported contacts

• Click HubSpot contacts to view and manage the import
• The import will show as pending until you start it
• You can review all contacts before processing
• Existing contacts with matching emails will be connected rather than duplicated
• After processing, imported contacts will be available in your FirstQuadrant contacts list

Info: Contact import is a one-time operation, not a continuous sync. For ongoing synchronization of deals and pipelines, use the pipeline sync feature.