1 – Set up your HubSpot CRM integration
Use HubSpot API PRIVATE TOKEN to connect both systems. (click here to follow the instructions)
Set up if you want DocSales to give automatically the WON when the sales document is signed. Define if DocSales must update the opportunity value with the amount when the document is signed.
2 – Link the Opportunity into a Sales Document
When you are creating a new document (proposal, contract, quotation), click on search.
Filter the opportunity by FUNNEL, STAGE and SALES REP. Select the opportunity that you want to import into DocSales.
3 – Import opportunity data
Once the HubSpot opportunity is linked with the sales document, DocSales imports:
a) Customer registration data
b) Contact details
c) Custom fields data
d) Products and Services
5 – Automatic update of HubSpot
DocSales updates HubSpot by inserting a note with the updated link, whenever the Sales Document is:
(a) Sent to the customer;
(b) Rejected by the customer;
(c) Signed by the customer.
6 – When the sales document is SIGNED
When the sales document is signed by the client, DocSales:
a) Updates the value of the opportunity in HubSpot, considering the total value of the Sales Document (TCV) or the monthly recurring value (MRR)
b) Gives the WON in the HubSpot Opportunity
For additional information from our support team, please click the Help button or email us ([email protected]).