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      How to Integrate with HubSpot CRM

      Channel Program offers seamless integration with HubSpot CRM, enabling efficient synchronization of customer and company data. Follow the steps below to set up the integration and begin syncing data.

      In this guide:

      Review available data sync options

      The integration supports a one-way data sync from HubSpot CRM to Channel Program. Before starting, review the supported sync settings to ensure they meet your needs.

      Vendor Data Sync

      Sync Type

      Sync Active Companies & Users

      Sync Conditions
      • Lifecycle Stage must be set to Customer
      • Status must be Active
      • Company must have associated users with valid email addresses

      Data Synced
      • Company name
      • User name
      • User email address

      Triggering a Sync

      Data will sync under the following conditions

      • A new company and/or user record is created

      MSP Data Sync

      Sync Type

      Sync Active Customers

       Sync Conditions 
      • Lifecycle Stage must be set to Customer
      • Status must be Active

       Data Synced
      • Company name
      • Street address (if available on the record)
      • Email addresses (if available on the record)
      • Phone numbers (if available on the record)
      • Websites (if available on the record)

       Triggering a Sync 

      Data will sync under the following conditions

      • A new company record is created
      • A record is edited to update any synced detail
      • A company’s status changes from Inactive to Active 

      Configure a HubSpot CRM user

      You can use an existing HubSpot user for the integration, but creating a dedicated user for Channel Program is recommended to ensure smooth operation.

      Requirements:

      • The HubSpot user must be active.
      • The user must have at least App Marketplace Access permissions.

      Installing integration in Channel Program

      With the necessary details and configuration from HubSpot CRM in place, follow these steps to complete the integration installation in Channel Program.

      Important Notes

      • If you’re already logged into HubSpot in the same browser but want to use a different HubSpot account for the integration, sign out of HubSpot before proceeding.
      • Ensure pop-up blockers are disabled in your browser, as a dialog window will appear during installation.
      1. Sign into Channel Program as a company administrator.
      2. From the side navigation click Integrations.
      3. Find the HubSpot CRM integration card and click View.
      4. Click Install for the preferred data sync, to start the installation process.
      5. Click Sign In.
        HubSpot_1
      6. In the pop-up window that appears, click Sign in to your HubSpot account.
        HubSpot_2
      7. Enter your HubSpot credentials or sign in with your connected single sign-on (SSO) account.
      8. Click Log in.
      9. If prompted, enter your two-factor authentication (2FA) code, and click Log In.

      Confirmation

      Once completed, the integration will begin syncing data shortly.

      • For MSPs, verify the sync by navigating to NaviStack > Manage Customers.
      • For Vendors, verify the sync by navigating to Channel Command > Manage Access > Synced Partners.

      For guidance on maintaining and troubleshooting your integration, refer to How to manage integrations.