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 Salesforce as their primary tool while capitalizing on the capabilities offered by Hyperline.
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.
| Entity | HubSpot Object Name |
|---|---|
| Quote | hyperline_quotes |
| Quote line item | hyperline_quote_line_items |
| Quote coupon | hyperline_quote_coupons |
| Subscription | hyperline_subscriptions |
| Subscription product | hyperline_subscription_products |
| Subscription coupon | hyperline_subscription_coupons |
| Invoice | hyperline_invoices |
| Invoice line item | hyperline_invoice_line_items |
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.
More details about the fields meaning can be found in the API reference for quote, subscription and invoice.
Deleting a Hyperline custom field created in HubSpot might break the integration. If you don’t want to use some of them we recommend to hide them in your pages layout settings.
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
On Hyperline, go to the Settings and Integrations page
Click Connect on the HubSpot integration
You will be redirected to HubSpot where you will be ask to enter your credentials.
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.
After a few minutes the card will be marked as Connected
You can now access the Settings and start benefit from the integration.
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.
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).
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.
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.
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.
Disconnect
At any time, you can disconnect the integration by clicking on the Disconnect button located in the top-right corner of the HubSpot integration settings page.
Disconnecting will halt synchronization, but the custom fields and previously pushed data in HubSpot will remain intact; they won’t be erased.
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