Hubspot CRM

Sync Hubspot CRM data with Thena

πŸ“˜

You will need the App Marketplace access permission set to install this app.

Setup

  1. Log in to your Thena Dashboard.
  2. On the left-hand side menu, click on the 'Integrations' tab.
  3. Scroll down to find 'Hubspot Integration'.
  4. Click on the 'Enable' button next to it.

:white-check-mark: Your HubSpot Integration is now set up.


Configuration

Currently, we support configurations for Companies section in HubSpot.

Default Fields

CRM FieldThena FieldField TypeDefault MappingDisplayed in UI
{User Select}DomainDefaultCompany Domain Name:white-check-mark:
{User Select}Contract ValueDefault0:white-check-mark:
{User Select}Contract CurrencyDefaultUSD:white-check-mark:
{User Select}Customer TypeDefaultType:white-check-mark:

Custom Fields

By default, Thena pulls all fields from the Companies section in HubSpot. These can be mapped to existing Thena fields or used to create a new field in Thena.

Creating a New Field in Thena

  1. Enter the field name and select 'Create {Field Name}' at the bottom.

    Creating a new field in Thena

πŸ“˜

To remove specific mappings, simply delete the row from the Configuration screen.


Enhanced Features

Auto Sync on Updated fields

The moment a mapped field in your Hubspot instance is updated (say an account goes from Prospect -> Customer), Thena auto syncs the relevant value to ensure you have a seamless experience.

Enumerated Values from CRM

Enumerated CRM field values are automatically populated in Thena upon mapping.

HubSpot Integration in Kanban View

  • Custom Filtering: Use HubSpot fields for powerful filtering in Kanban/List View.
  • Account Insights: Access comprehensive account details within the Request Kanban for each issue.

Advanced Analytics Filtering

  • In-depth Analysis: Apply Account Data for detailed analytics, offering insights across Requests, Summaries, and Tags.

FAQ

How can I map 'Deals' or other HubSpot section fields to Thena?

Implement a HubSpot automation to map fields from the desired section to Companies. Then, use the configuration feature to map these fields to Thena.

Will changes to a mapped field in my CRM automatically update in Thena?

Yes, Thena fields are synchronized in real-time with CRM changes. For example, if the Company Name in your CRM is updated, Thena will reflect this change immediately.

I want to send each request in Thena to Hubspot. How do I do this?

Follow the integration guide to sync Thena requests with Hubspot.
Important: Hubspot's Enterprise Edition is necessary due to the use of Custom Objects for transferring detailed request data at the company level.