Accord Members & Contacts (HubSpot)

A quick overview of how the HubSpot Contact Object interacts with Accord Members.

Overview

1. Syncing Accord Members and HubSpot Contacts
2. Adding Contacts During Accord Creation
3. Suggesting CRM Contacts As Accord Members
4. Adding Internal Accord Members as HubSpot Contacts
5. Associating Tasks with Contacts

1. Syncing Accord Members and HubSpot Contacts

If an Accord Member is added to an Accord and they do not exist in HubSpot, Accord will automatically create a new contact in HubSpot and associate them with the connected Deal and Account.

The Accord Point Person will also be assigned as the Contact Owner in HubSpot.

Note: Accord matches contacts based on email address.

If an Accord Member is added to an Accord and they exist in HubSpot but they are not yet linked to the Deal, Accord will link the contact to your HubSpot Deal. 

Enabling Contact Sync

To enable this feature, navigate to Settings > CRM > toggle on Sync HubSpot Contacts.

Customizing Lead Source

You can attribute Lead Source to contacts created by Accord.

Find these values by navigating to Settings > CRM > Sync HubSpot Contacts > click Manage.

2. Adding Contacts During Accord Creation

When an Accord is created and linked to a HubSpot Deal, Accord will automatically pull in all the Deal contacts as Accord Members. This will happen during Automatic Accord Creation, as well as manual Accord creation. 

These contacts will be displayed on the Team page, with a Not Yet Invited tag (see image below). 

These Members can be invited by clicking Send Invite, or removed by clicking the three dots in the top right corner of the Member card and selecting Remove.

3. Suggesting CRM Contacts As Accord Members

Suggesting CRM Contacts: Team Page

A list of recommended contacts from HubSpot are listed to add to the Accord. These are Contacts linked to the Deal that have not yet been added to the Accord. They are not visible to your customer. 

The suggested contacts can be removed by clicking Dismiss.

Suggesting CRM Contacts: Adding New Members 

When inviting a new member to the Customer team, Accord will suggest contacts that are linked to the connected Deal.

4. Adding Internal Accord Members as HubSpot Contacts

With Stakeholder Map, you're able to create Internal Members in your Accords.

Internal Members are synced over to your HubSpot Customer or Deal as a Contact just as long as they have an email address associated with them.

Changes to any of the following details for Internal Members will sync over to the corresponding HubSpot Contact (or vice-versa):

1. First name
2. Last name
3. Role
4. Email address

5. Associating Tasks with Contacts 

If you have enabled Sync Accord engagement activity with HubSpot Notes, any engagement triggered by a Contact will be linked to the connect Deal and Contact.