Hubspot

Getting Started with HubSpot

How to get started with the Connex HubSpot integration. How to set up, what features are included, and more.

What features are available?

Connex syncs products and orders from QuickBooks as deals and contacts into HubSpot. 

How do the fields map?

Here is how fields map:

QuickBooks HubSpot
Contact Email Contact Email
Contact Phone Contact Phone
Contact First and Last Name Contact First and Last Name
Contact Company Contact Company
Order Total Deal Amount
Order Products Deal Line Items
QuickBooks Item Name Deal SKU and Deal Item Name
Order Item Quantity Order Item Quantity

Example Deal in HubSpot

Getting Started: Setting up

Sign into HubSpot through Connex. You will be prompted for permissions to access your account. You can install our app through the HubSpot app store or through Connex:

  1. Login to Connex.
  2. Click add new connection.
  3. Choose HubSpot.
  4. Click submit.

How do I map the deal stage field?

You must add a rule. Here are the steps:

  1. Login to Connex.
  2. Click rules > my rules on the left.
  3. Click add rule.
  4. Click start from scratch.
  5. As the action, choose map order status.
  6. In this example, we will say if the order has no balance then map a stage:
  7. In the map to field, enter closedwon.
  8. Click finish.