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Integrating with HubSpot
Integrating with HubSpot
Updated over a week ago

HubSpot is a CRM platform that connects everything scaling companies need (marketing, sales, and customer service) to deliver a best-in-class customer experience in one place.

Before connecting to HubSpot, please notify us through the support chat widget that you'd like to integrate the two systems.

We will configure the back end of your DigiFabster account and once completed, will confirm everything is now ready for you to integrate HubSpot

Integrating HubSpot

1. Log in to your DigiFabster account, navigate to the Settings page, then navigate to the Integrations tab.

  • Click the blue "Connect Hubspot" button

2. Choose the "DigiFabster_AT" account

3. Click the orange "Connect app" button

4. You will now see a message stating that your DigiFabster account has been successfully connected with HubSpot

(Optional Step) To double-check that the two systems have been successfully connected, log in to your HubSpot account and:

  • Click Reports > Data Management > Integrations

  • Here you will see all of your applications connected to HubSpot. This is where you should see "digifabster"

Integration IDs and Duplicate Record Prevention

After a Deal or Line Item is created in HubSpot we store the ID in DigiFabster. These IDs are used to update existing records in HubSpot. I.E. Prevent duplication.

For Contact we do not store ID from Hubspot or update the record. We just trying to create contact and if contact already exists in Hubspot, we use this ID. As lookup field for this we use email field.

A HubSpot object will be updated each time an order is updated. Note: The DigiFabster Order must meet the sync criteria in order for updates to sync to HubSpot. See below for details about syncing criteria.

Integration Logic

Integrating with HubSpot is a one-way sync from DigiFabster to HubSpot. An object (Contact, Deal, Line Item(s) will be created in HubSpot when a DigiFabster Order has one of the following manufacturing statuses:

  • Placed

  • Firm Offer Sent

Note: These are default statuses and can be updated to accommodate your preferred syncing criteria.

Field Mappings

When a DigiFabster Order syncs to HubSpot, the following objects will be created in HubSpot:

  • Contact

  • Deal

  • Line Items

Contact Field Mappings

  • company – DF Order company name

  • email – DF Order email

  • firstname – DF Order name

  • lastname – DF Order last name

  • phone – DF Order phone number

  • lifecyclestage – customer

  • country – DF Order country

  • state – DF Order state

  • zip – DF Order zip number

  • city – DF Order city

  • address – DF Order address

Note: We use the address from the specified billing address or delivery address. If no address is specified, we do not sync any data.

Deal Field Mappings:

  • dealname – “DigiFabster order #<df_company_order_id>”

  • closedate – DF Order date (format %Y-%m-%d)

  • dealstage – HS stage (closedwon by default and can be configured)

  • pipeline – default

  • amount – DF Order full price with delivery

  • description – DF Order status

Line Items Field Mappings

  • name – string (Order #<df_order_id>, Model <df_product_model_title> ” f”Material <df_product_material_title>)

  • description – string (Order #<df_order_id>, Model <df_product_model_title>, Material <df_product_material_title>: <df_product_material_description>, Notes: <df_order_notes>)

  • quantity – DF Product amount

  • price – DF Product unit price

  • discount – DF Product full discount (calculated by (1 - (1 - df_product_discount_rate) * (1 - df_order_discount_rate)) * 100)

Note: If required, these field mappings can be customized.

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