HubSpot Integration Overview

Learn about the HubSpot integration in M-Bridge.

Overview

Kantata’s integration with HubSpot connects deal and company information to your projects in Kantata OX, helping you link your sales and project delivery processes more efficiently, and build stronger customer relationships. Your Kantata OX projects and Groups are automatically created and populated with important information whenever your HubSpot deal reaches a selected stage.

With this integration, your service delivery teams can begin project execution more effectively and sales teams can see key metrics about the projects they sold—with all the information they need to reach out and follow up with customers.

Getting Started

To get started with the HubSpot integration, please reach out to the Customer Success team. Once they have provisioned HubSpot for you in M-Bridge, perform the following actions in the listed order to fully activate the integration:

1. Connect to HubSpot by creating a service
2. Create your HubSpot to Kantata mappings
3. Create your HubSpot scenarios

HubSpot Mappings

Before you create any scenarios, you first need to set up your HubSpot mapping tables. There are 3 available mapping tables that are required for different scenarios:

• HubSpot Company Properties—This maps companies in HubSpot to Kantata OX groups.
• HubSpot Deal Properties—This maps HubSpot deal properties to Kantata OX projects.
• HubSpot Deal Stages—This maps HubSpot deal stages to Kantata OX projects.

To learn more about setting up a mapping table for HubSpot, see the Creating HubSpot Mappings article.

HubSpot Scenarios

There are 4 pre-built scenarios available for this integration:

• HubSpot Company to Mavenlink Workspace Group—This scenario syncs HubSpot company data to Kantata Groups. Requires the HubSpot Company Properties mapping table.
• HubSpot Deal to Mavenlink Project—This scenario creates a project in Kantata OX when a HubSpot deal reaches a certain stage. Requires the HubSpot Deal Properties and HubSpot Company Properties mapping tables. 
• HubSpot Line Items to Mavenlink Projects—This scenario creates Kantata projects from line items on HubSpot deals. 
• Mavenlink Project Fields to HubSpot Deal Fields—This scenario syncs Kantata project standard fields and project custom fields back to the HubSpot deal that created them.

To learn more about creating a scenario, see the Creating a HubSpot Scenario article.