Hubspot Integration

Owned by Laurie Kane
Last updated: Jun 16, 2022
2 min read

 

NEW

 

NOTE: This Hubspot integration is an optional extra. Contact support if you wish to add this integration to your subscription.

 

Functions:

  1. Sync contacts from Hubspot to SolarPlus and from SolarPlus to Hubspot (optional)

  2. Creates a deal for the same contact when a quote is sent

  3. Syncs quote data and document links to the deal

  4. Updates Contacts and quote status

 

Contact syncing

Contacts are synced from Hubspot to SolarPlus automatically every 5 minutes.

The Contact owner from Hubspot is identified and assigned as the Contact > 'Customer Rep' in SolarPlus where the same username exists.

When the new Contacts are added, that user is notified with an in-app notification with the number of new Contacts added.

The new Contacts appear at the top of the Contact list view ready for a new quote to be created.

The Dashboard ‘Leads’ counter widget can be used to get a view all of leads created today (set option for 1-day view).

When a quote is sent or marked ‘With Customer’

Whenever a quote is sent from SolarPlus and the quote-status is changed to PENDING (With Customer),

(a) a deal is created in Hubspot related to the Contact.

The Deal name is in the convention ‘{quote-number} + {system-name}’

The deal owner is the same user as the Customer Rep.

A new deal will be added for each quote sent.

(b) Deal properties fields are updated from SolarPlus:

  • Opportunity price

  • Deal stage

  • Quote sent date

  • Created date

  • Close date (set from SolarPlus ‘Quote expiry date’

(c) Custom properties fields are added to the Deal from SolarPlus:

  • Quote status

  • Quote number

  • System-ID (SolarPlus system ID)

  • SolarPlus created date (contact created date)

  • Price ex GST before STC and Rebates

  • Quote total GST

  • STC value (certificate)

  • Quote Acceptance Page URL

  • Proposal PDF URL

  • Install Job Pack PDF URL

  • SolarPlus view quote page URL

 

Custom fields will be created where they do not exist. In this case they will not have a friendly name but will have a format with underscores like ‘quote_status’.

 

(d) All quote lines items are synced to Hubspot and associated with the deal

See 'Line Items' to the right side column under the deal.

 

Data update syncing

Essential information is required to be synced in order for single source of truth to be maintained.

Any change to these fields in SolarPlus will sync the information to Hubspot.

  • Contact records:

    • Contact name,

    • email

    • phone

    • Contact is a company (true/false)

    • Company Name

  • Deal stage

  • Quote status

 

To set up the Hubspot Integration

  1. Contact accounts@solarplus.co if you do not yet have the Hubspot integration add-on subscription

  1. Go to the admin menu > Integrations, and connect your SolarPlus account to Hubspot.

  1. Click the button to sync your Hubspot Contacts List and Sales Pipelines and Deal Stages (if you have a large set of lists this may take some time).

  1. Select any Contact List/s in Hubspot that you want to be automatically synced into SolarPlus (every 5 mins). Now Contacts will be synced from this list and any quote sent will sync to a Hubspot Contact if one exists.

  1. Set a selection for the ‘deal stage’ you want to set when a quote is sent or marked ‘With Customer’ and the deal is created.

  1. Optionally check the option to sync contacts back to Hubspot when created in SolarPlus (or synced from another source like SolarQuotes).

The actions will now take place as described above.