HubSpot Integration (Miscellaneous)

This article outlines how to configure various HubSpot settings in Accord.

1. Authenticating into HubSpot
2. Bi-directional Data Sync
3. Accord Activity via Notes
4. Adding Accord CRM Card to Deal View
5. Use HubSpot Values in Accord
6. Allow Modifying Connected Deal After Creation
7. Sync Execution Criteria to HubSpot

Authenticating into HubSpot

Once the HubSpot integration is setup your team members will need to authenticate into HubSpot to use certain features, like the bi-directional data sync. 

To do this have them navigate to Settings and click Connect.

Each user must have App Marketplace Access turned on (this is turned on by default).

Your users will need the following HubSpot permissions (these are also turned on by default).

oauth
crm.lists.read
crm.objects.companies.read
crm.objects.companies.write
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.custom.read
crm.objects.custom.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.goals.read
crm.objects.owners.read
crm.schemas.companies.read
crm.schemas.contacts.read
crm.schemas.custom.read
crm.schemas.deals.read
crm.schemas.line_items.read
crm.schemas.quotes.read

You can see a list of all users who have successfully authenticated by scrolling to the bottom of the CRM page: Settings > CRM (scroll down to Connected Users).

 

Bi-directional Data Sync

This feature is configured by default and can optionally be customized to show any HubSpot Deal property that you want to view/edit in the corresponding Accord.

In order to customize the properties that are visible from the slideout menu, simply:

1. Navigate to Settings
2. Select CRM under Workspace
3. Under HubSpot Slideout, select "Manage"

The default slideout menu contains the following 5 properties:

1. Close Date
2. Deal Amount
3. Pipeline
4. Stage
5. Next Step. 

In order to customize the slideout, click Add Row and add a Label (this is what you will see in Accord), as well as the name of the HubSpot property.

You can use any of the following Data Types: date, currency, dropdown, text, number.

These will appear natively within your Accord Workspace.

Accord Activity via Notes

You can push any activity done by your customers to Notes associated with the Deal the Accord is attached to.

Simply Navigate to the CRM section of your Settings page and click Enable.

List of notes sent to HubSpot

Note: All current and future notes created by Accord will begin with [Accord: ]

[Accord: Step Updated]	Any property in a step is updated (due date, completion status, owner, etc.)
[Accord: Comment]	A new comment was added to a step
[Accord: Customer View]	Customer recently viewed the Accord
[Accord: Resource Added]	Customer recently added a new resource
[Accord: Member Invited]	A new customer was invited to the Accord
[Accord: Member Joined]	A new customer accepted an invite to the Accord

 

 

Adding Accord CRM Card to Deal View

For Deals connected to Accord, you can quickly understand the status of the Accord by adding the Accord CRM Card to your HubSpot deal view.

This card will be automatically installed if any workspace user turns on the HubSpot integration.

Tip: You can re-order the card to be at the top of your Deal view. Navigate to Settings > Deals (under Objects) > Record Customization > Customize the right sidebar. Select Edit default view and drag Accord to the top.

Use HubSpot Values in Accord

Sync key properties from HubSpot to Accord to better understand your Deals. This feature is automatically enabled. 

• Use close dates from HubSpot
  
  • Link the close date value in HubSpot and the End Date in Accord. When changes are made in HubSpot they will be reflected in Accord – and vice versa.  

• Use Deal values from HubSpot
  
  • Link the Deal Amount value in HubSpot and the Opp Value in Accord. When changes are made in HubSpot they will be reflected in Accord – and vice versa. 

Allow modifying Connected Deal after creation

This permission is turned on by default. Disabling it will block any user from modifying the Deal an Accord is connected to after the connection is first established (even an Admin).

Sync Execution Criteria to HubSpot

The same way you can push Accord values to custom properties in HubSpot, you can also push Execution Criteria to custom properties. 

Navigate to Settings > CRM > Sync Accord data to HubSpot and click Manage.

Click Add Row and select Accord Field.

From this drop down scroll down to Execution Criteria. Select the Execution Criteria you'd like to map to your custom properties in HubSpot.  

(Note: You'll have to create this custom property first on the Deal Object)