The RevOps integration built for HubSpot enables you to map data from HubSpot into your RevOps deals and from RevOps back to HubSpot. This simplifies your deal creation process and allows you to maintain data integrity between RevOps and HubSpot.
By integrating RevOps to your HubSpot account, you're able to:
You can read more about our integration and its capabilities on our HubSpot Marketplace listing page.
See how this integration works:
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Only "super-admins" of HubSpot can add apps to the HubSpot account. Before connecting RevOps to your HubSpot account, please make sure your user has "super-admin" permissions.
In RevOps, you can start connecting to HubSpot by going to the HubSpot Integrations page:
Click on the "Connect to HubSpot" button and authenticate into your HubSpot account. You can also connect to HubSpot on the dedicated HubSpot Settings page.
When authenticating with HubSpot, you will be prompted to select the HubSpot account you would like to connect with.
If you have a Sandbox environment that you would like to try this integration with, feel free to select that Account. You can always disconnect and move the integration to another HubSpot account later.
RevOps production mode and RevOps sandbox mode can be connected to separate accounts or to the same account. If the same account is connected to both production mode and sandbox mode, features relying on webhooks to operate will not be supported in sandbox mode including CRM quick view cards.
Congratulations! Once you've completed all the steps to connecting RevOps with HubSpot, you're now able to create RevOps Deals directly in HubSpot as well as synchronize data between the two tools.
When your RevOps deal is first associated with the HubSpot deal, RevOps will import:
Once you've saved the deal or submitted it for approval, RevOps will also synchronize the updated data for the following fields back to HubSpot.