HubSpot

The Hyperline HubSpot integration offers seamless synchronization of your HubSpot companies, enabling effortless data transfer from Hyperline directly to 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.

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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.

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Behavior

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Data synchronization

The integration enables synchronization between your HubSpot Company (standard object) and Hyperline Customer.

Upon connecting your HubSpot account, the integration will automatically configure the necessary custom fields in HubSpot on this object.

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Native card component

Additionally, we offer a native HubSpot component that enables you to assign and manage subscriptions, as well as manage customer details and invoices, through Hyperline flows embedded in your CRM.

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Setup

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Settings

Hyperline allows you to configure how you want to integration to behave.

You have the option to select which data and entities (customers, invoices, subscriptions) you want to synchronize.

Additionally, 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).

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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.

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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:

1. Navigate to your Hyperline customer page (Customers > Click on the customer).
2. Click on Integrations in the top-right corner.
3. 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.

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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.

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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.