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      HubSpot Integration: Setup Guide

      An easy-to-follow guide for configuring the Accord <> HubSpot integration.

      Overview

      1. Connect Accord to Hubspot
      2. Configure the Accord widget in HubSpot
      3. Create Custom Properties
      4. Setup Automations 

      Steps 1 through 3 should take 15 to 45 minutes to complete. We recommend finishing them right away. Step 4 is quite important but is unique to each team and should be done with the guidance of your Accord customer team.

       

      1. Connect Accord to HubSpot

      To setup the HubSpot integration you must first connect your Accord workspace to HubSpot.  You must be an Accord Admin and a HubSpot Admin. 

      Connect Your Workspace

      1. Navigate to the Profile > Settings > CRM or visit [CompanyName].inaccord.com/crm-settings
      2. Click Connect HubSpot and follow the authentication flow

      Check out Authenticating into HubSpot for more details.   

      Individual Users


      Each individual user in your workspace will also have to connect to their personal HubSpot account - this only takes a second!  Without this connection, they will not have access to certain features in Accord.  

      Simply go to Settings > Profile > click Connect 

      Please Note: All Solution Providers must have App Marketplace Access permissions in order to connect Accord with their HubSpot account.  This access is granted in Hubspot.

      2. Configure the Accord widget in HubSpot

      The second half of the setup involves installing the Accord app within HubSpot. Navigate here for more information. 

      Instructions 

      1. In HubSpot, navigate to Settings > Objects > Deals > Record Customization > Customize the right sidebar > Default view
      2. Look for Accord and drag it to the top of the list of cards. If you don't see Accord, click Add card, and add Accord to your list of cards.  

      If you use "Team views" have a unique view for each team, add the Accord card to the necessary team views.

      Screenshot 2022-12-21 at 1.33.16 PM

      3. Create Custom Properties

      Now that your Accord and HubSpot workspaces are connected it's time to start pushing Accord data to HubSpot. 

      To do this you will need to create a few custom properties on the Deal object. 

      Refer to Sync Accord data to HubSpot for a detailed overview of how to set this up.

      4. Setup Automations

      So far you have laid the foundation for the Accord <> HubSpot integration. Now it's time to setup the important features to help ensure 10 / 10 deal execution. 

      These features require input from the Sales or Success leaders since they're unique to each team 

      To Configure 

      1. Validation Rules
        1. To start, we recommend with a simple validation rule to ensure that the team is following the new process - see validation rule article here. 
        2. We recommend ensuring that each rep invite at least 1 client to an Accord to progress past a certain stage. 
      2. Automatic Accord Creation 
        1. Completely automate Accord creation and customization with data from HubSpot - see instructions here.
        2. Whenever a trigger event takes place in HubSpot an Accord will be automatically spun up and emailed to your AE or CSM.