Get Started with the HubSpot Integration

Learn how to set up the RevOps HubSpot integration

What is the RevOps HubSpot Integration?

The RevOps HubSpot integration enables you to map data from HubSpot into your RevOps deals and from RevOps back to HubSpot. This integration 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:

  • Import your HubSpot Contacts and Account addresses to RevOps when creating a deal.
  • Synchronize the total contract value of your RevOps deal to HubSpot.
  • Bi-directionally synchronize the line items on your RevOps deal to HubSpot.

Watch this Overview to see how this integration works.

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In this guide, we'll cover:


RevOps HubSpot integration is currently available in Early Access. If you run into any issues or have any feedback, please reach out and let us know.

Prerequisites

RevOps connects to your HubSpot instance through the standard OAuth connection as a HubSpot app, not as a HubSpot user.

By installing the RevOps HubSpot Integration, RevOps is able to access within the following scopes. Over time these scopes of information may update.

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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 you use a login with "super-admin" permissions.

Connecting RevOps to HubSpot

In RevOps, you can start connecting to HubSpot by going to the Integrations page:

  1. Under Settings, you'll see an Integrations section where you can find HubSpot.

  2. Click on connect to authenticate into HubSpot and connect your HubSpot account. You can also connect to HubSpot on the dedicated HubSpot Settings page.

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  3. 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 live mode and RevOps sandbox mode can be connected to separate accounts or the same account. If the same account is connected to both live mode and sandbox mode features relying on webhooks to operate will not be supported in sandbox mode including CRM quick view cards.

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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.

Next Steps

How does data sync between RevOps & HubSpot?

When your RevOps deal is first associated with the HubSpot deal, RevOps will import:

  • The contacts on the HubSpot deal.
  • The addresses associated with the Account on the HubSpot deal.
  • The line items on the HubSpot deal (as custom line items in RevOps).

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.

Synchronizing RevOps Deal to HubSpot

The following fields will be synchronized from the RevOps Deal object to HubSpot.

RevOps Deal

HubSpot Deal Field

Total Contract Value

Amount

Currency

Currency

 

Data from the Line Item Object will also be synchronized to HubSpot as custom line items on your HubSpot deal.

If you happen to import line items from HubSpot to RevOps and make adjustments to pricing within RevOps, RevOps will synchronize the updated changes so that the Line Items in HubSpot accurately reflect your Deal in RevOps.

These mappings will behave as follows:

RevOps Line Item Field

HubSpot Line item Fields

Name

Line Item Name

Effective Start Date

Start Date of the line item.

If you add sub-periods to the RevOps line item, RevOps will create a separate line item for each period. The start date for each period will synchronize to the start date of the line item.

Length

Term (Months)

If length is not specified on the line item in RevOps, RevOps will synchronize the contract term length to HubSpot's Term (Months) field.

Quantity Quantity
Currency Currency
List Price Unit Price
HubSpot Product ID HubSpot Product ID
Discount (& Adjusted Price)

When a price adjustment is made on the RevOps line item, RevOps will calculate the unit discount amount and synchronize that data to the HubSpot Unit Discount field.

The Net Price displayed in HubSpot will match the Adjusted Unit Price in RevOps. Discount is synchronized to the discount amount, not discount percentage.

If the adjusted list price is higher than the list price, RevOps will write the adjusted list price to the Unit Price field and will not write to the discount field.

Unit Pricing Schedule

 

The monthly, annual, or one-time unit pricing schedule will synchronize as the corresponding value in HubSpot's `Recurring Billing Frequency` field.

This is required to calculate MRR, ARR, and TCV within HubSpot correctly.

Within RevOps, you may still set Billing Frequency as an agreement term that may differ from this value. Agreement term values are not currently synchronized to HubSpot.

Importing HubSpot Line Items to RevOps

If Line Items exists on your HubSpot deal, RevOps will import these line items when you create and associate the deal to a RevOps deal. Line Items do not have to exist on your HubSpot Deal to start quoting your customers in RevOps. Currently, line items from HubSpot only get imported when the HubSpot deal is first associated with the RevOps deal.

To import your line items from HubSpot, data will be mapped and synchronize in the following ways:

HubSpot Line Item Field

RevOps Line Item Field

Name

Line Item Name, Line Item Title

StartDate

The effective start date of the Line Item on your RevOps agreement.

If "At payment" is set, this field will be the date the HubSpot deal was imported to RevOps.

Terms (Months)

Line Item Length

Currency

Currency

If the currency on your HubSpot line items does not match a supported RevOps currency, your line items will be imported in USD. If you're interested in RevOps support for a different currency please contact support@revops.io.

Quantity Quantity
Description Discount
Unit Price List Price
HubSpot Product ID HubSpot Product ID
Unit Discount

When setting unit discount as an amount, RevOps will subtract the unit discount amount against the unit price to calculate and display the Adjusted Unit Price and discount %.

When setting the unit discount as a %, RevOps will set the Discount % field and calculate the adjusted unit price.

Recurring Billing Frequency = Monthly

 

Imported as a line item with one sub-period of the line item length. Price is imported with a unit pricing schedule of per month.

Recurring Billing Frequency = Quarterly

Since this line item is calculated as per unit per 3 month period, the line item is multiplied by 4 to calculate a yearly unit price.

The length of the line item will be set to 3 months, so a quarterly total price is displayed on the agreement.

RevOps will create a line item sub-period for every quarter depending on the length of the term months.

If the line item length is not evenly divisible into three month sub-periods, an additional period will be added to the end with the remaining months.

Recurring Billing Frequency = Semi-Annually

Since this line item is calculated as per unit per 6 month period, the line item is multiplied by 2 to calculate the yearly unit price.

The length of the line item will be set to 6 months, so a semi-annual total price is displayed on the agreement.

RevOps will create a line item sub-period for every six months, depending on the length of the term months.

If the line item length is not evenly divisible into six month sub-periods, an additional period will be added to the end with the remaining months.

Recurring Billing Frequency = Annually

Imported as a line item with multiple sub-periods depending on the line item length.

  • If the line item length is evenly divisible into one year sub-periods, there will be 1 period matching the relevant number of years.
  • If the line item length is less than one year, there will be 1 period matching the relevant number of months.
  • If the line item length is greater than a year but not evenly divisible into one year sub-periods, there will be 1 period containing the number of full years and 1 period with the remaining months.

Price is imported with a unit pricing schedule of per year.

Recurring Billing Frequency = Every Two Years

Since this line item is calculated as per unit per 2 year period, the line item is divided by 2 to calculate the yearly unit price.

The length of the line item will be set to 2 years, so a semi-annual total price is displayed on the agreement.

RevOps will create a line item sub-period for every two years, depending on the length of the term months.

If the line item length is not evenly divisible into two year sub-periods, an additional period will be added to the end with the remaining months.

 

Recurring Billing Frequency = Every Three Years

Since this line item is calculated as per unit per . year period, the line item is divided by 3 to calculate the yearly unit price.

The length of the line item will be set to 3 years, so a semi-annual total price is displayed on the agreement.

RevOps will create a line item sub-period for every two years, depending on the length of the term months.

If the line item length is not evenly divisible into three year sub-periods, an additional period will be added to the end with the remaining months.

Disconnecting the HubSpot Integration from RevOps?

To disconnect your HubSpot account from RevOps, simply go to your HubSpot settings page and click 'Remove Connection.' Then follow the confirmation prompts.


If you want to remove RevOps from your HubSpot apps completely, you'll also need to visit HubSpot and uninstall RevOps from your list of Connected Apps.

Without removing the connected app, RevOps CRM cards will continue to appear on the sidebar but will not display any RevOps content.

  • GDPR deletions are not processed after an account has been disconnected. If you require existing data to be deleted in a GDPR compliant manner, please file a request by emailing For more information regarding this topic, see this HubSpot article.