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      How to Integrate with HubSpot CRM

      Channel Program offers a seamless integration with HubSpot CRM to synchronize customer company data efficiently. Follow the steps below to complete the integration.

      Review available data sync options

      The integration supports a one-way data sync from HubSpot CRM to Channel Program. The specific data that will sync depends on the selected sync options. Before proceeding, review the available data sync settings to ensure they meet your requirements.

      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
      • Creating a new company record
      • Editing a record that updates any synced detail
      • Changing the company status from Inactive to Active

      Configure a HubSpot CRM user

      While you can use an existing HubSpot user for the integration, we recommend creating a dedicated user for Channel Program to ensure seamless operation.

      Requirements:

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

      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.

      Note: If you’re already logged into HubSpot in the same browser you’re using with Channel Program but wish to use a different user for the integration, ensure you sign out of HubSpot before proceeding.

      WARNING: A dialog window will pop up during this process. Ensure that pop-up blockers are turned off in your browser.

      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.

      Congratulations! The integration has been successfully installed, and data sync will begin shortly. To confirm that the data is syncing, navigate to Manage Clients under NaviStack.

      For ongoing management of your integration, please refer to How to manage integrations.