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Connectors

HubSpot

Sync customers and deals from Verlix into HubSpot.

The HubSpot connector writes Verlix customers into HubSpot companies and contacts. This page is a placeholder for the setup flow.

Connect#

  1. Authorise HubSpot

    From Connectors, choose HubSpot and grant the CRM scopes for companies, contacts and deals.

  2. Choose a sync direction

    The connector writes Verlix to HubSpot. HubSpot remains the system of record for marketing data.

  3. Confirm the field mapping

    Review the default mapping and adjust it before the first sync runs.

Start with a dry run

Run the dry run first. It reports what would change without writing to HubSpot, so a bad mapping costs nothing.

A diagram of the Verlix to HubSpot sync
Verlix writes customers and deals into HubSpot; HubSpot stays the marketing system of record.

Field mapping#

Verlix fieldHubSpot property
customer.namecompany.name
customer.emailcontact.email
invoice.amountDuedeal.amount
invoice.statusdeal.dealstage

Sync behaviour#

A customer with no HubSpot match creates a company and a contact, associated to each other.

Conflicts#

If a mapped property was edited in HubSpot since the last sync, the connector keeps the HubSpot value and records a conflict for review.