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
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:
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
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.