HubSpot
HubSpot
Learn how to connect HubSpot with Hyperline
The Hyperline HubSpot integration offers seamless synchronization of your HubSpot companies, quotes, subscriptions and invoices enabling effortless data transfer between Hyperline and your HubSpot instance without any manual effort or technical configuration.
Additionally, Hyperline provides you with a dedicated component that can be inserted into your HubSpot Company page, allowing you to assign and manage your subscriptions using the full-powered Hyperline UI directly within your CRM. See more details.
By doing so, the Hyperline integration empowers your business teams to maintain HubSpot as their primary tool while capitalizing on the capabilities offered by Hyperline.
More details about the fields meaning can be found in the API reference for quote, subscription and invoice.
For customers you can decide to select the synchronization direction (one-way or bidirectional) and determine which HubSpot companies to import into Hyperline (all accounts or specific/flagged ones).
This option will sync the customer details, and push its subscriptions and invoices.
Additionally, you can use the “Re-synchronize” button anytime for a customer already sent to HubSpot. This actions retriggers the synchronisation.
Prerequisites
You need to have a valid HubSpot account and admin rights on Hyperline. We recommend you to experiment with a test account before going live. For this you can create a dedicated free HubSpot account for your testing, and use the test mode of your Hyperline account.Custom objects
In order to synchronize data, Hyperline needs specific custom objects on your HubSpot account. If the custom object doesn’t exist, you won’t be able to activate the synchronization for this entity and no data will be pushed to HubSpot.Custom objects are only available on the HubSpot Enterprise plan. See more details in the HubSpot documentation.
| Entity | HubSpot object internal name |
|---|---|
| Quote | hyperline_quotes |
| Quote line item | hyperline_quote_line_items |
| Quote coupon | hyperline_quote_coupons |
| Quote phase | hyperline_quote_phases |
| Quote file | hyperline_quote_files |
| Subscription | hyperline_subscriptions |
| Subscription product | hyperline_subscription_products |
| Subscription coupon | hyperline_subscription_coupons |
| Subscription phase | hyperline_subscription_phases |
| Invoice | hyperline_invoices |
| Invoice line item | hyperline_invoice_line_items |
| Custom property value | hyperline_custom_property_values |
Create custom object in HubSpot
Create custom object in HubSpot
To create them:
- Click on the Gear icon (top-right corner).
- Go to Data Management > Objects > Custom Object.
- Click on the Create Custom Object button.
- Enter the object name. Hyperline expects the
Internal nameto match one of the names listed in the table above. You can customize the display name as desired.
A first field
name of type text is mandatory for all created custom objects.- Proceed the same way for all the objects you want to synchronize
We recommend you create the specific custom objects only for the data/entity you need to sync.
Behavior
Data synchronization
The integration enables synchronization between your HubSpot Company (standard object) and Hyperline Customer, and automatically push data from Hyperline to HubSpot related to Quote, Subscription and Invoice (custom objects). Upon connecting your HubSpot account, the integration will automatically configure the necessary custom fields in HubSpot on this object.Deleting or manually modifying a Hyperline custom objects and custom fields in HubSpot may break the integration and lead to unexpected behavior.
Native card component
Additionally, we offer a native HubSpot component that enables you to create and manage quotes, assign and manage subscriptions, as well as manage customer details and invoices, through Hyperline flows embedded in your CRM.Setup
1
On Hyperline, go to the Settings and Integrations page
2
Click Connect on the HubSpot integration
You will be redirected to HubSpot where you will be ask to enter your credentials.
3
Wait to be redirected back to Hyperline
The HubSpot card will be marked as ‘Setup in progress’. This operation can
take a few moments to complete as we are preparing your HubSpot account to
be ready to be integrate with Hyperline.
4
After a few minutes the card will be marked as Connected
You can now access the Settings and start benefit from the integration.
5
Optionally, install the HubSpot native component
Learn how to install the HubSpot native component.
Settings
Hyperline allows you to configure how you want to integration to behave.Flagged companies
During integration setup, Hyperline will create a Sync to Hyperline checkbox field on the HubSpot Company object (hyperline_sync field).
When choosing the ‘Only specific companies’ option, the integration will import and synchronize companies where the Sync to Hyperline checkbox is selected, disregarding other companies.
The option ‘Only specific companies’ is selected by default, meaning that we don’t sync any HubSpot companies by default.
Send Hyperline Customer to HubSpot
Customers created before connecting your HubSpot instance won’t be automatically transferred to HubSpot during the initial setup. You can choose to send them to HubSpot on a case-by-case basis. To do this:- Navigate to your Hyperline customer page (Customers > Click on the customer).
- Click on Integrations in the top-right corner.
- Utilize the Send to HubSpot button.
Reconcile Hyperline Customer and HubSpot Company
When a Hyperline Customer is created, a corresponding Company is created in HubSpot. Similarly, when a HubSpot Company is created or updated with the ‘Sync in Hyperline’ field enabled, a corresponding Customer is created in Hyperline. Both Customer and Company entities are then linked. To associate an existing Customer (created before connecting your HubSpot account) with an existing Company, you can fill the “Hyperline ID” (hyperline_id) field in your Company object. This action ensures synchronization between both entities. We recommend to perform this operation prior to enabling the ‘Sync in Hyperline’ field. Failing to do so might result in duplicates, where an Company could sync to Hyperline without the hyperline_id value in the meantime.