Hubspot CRM
Sync Hubspot CRM data with Thena
You will need the App Marketplace access permission set to install this app
Setup
- Log in to your Thena Dashboard.
- On the left-hand side menu, click on the 'Integrations' tab.
- Scroll down to find 'Hubspot integration'.
- Click on the 'Enable' button next to it.
Your HubSpot integration is now set up.
Configuration
Currently, we support configurations for Companies section in HubSpot.
Default Fields
| CRM Field | Thena Field | Field Type | Default Mapping | Displayed in UI |
|---|---|---|---|---|
| {User Select} | Domain | Default | Company Domain Name | |
| {User Select} | Contract Value | Default | 0 | |
| {User Select} | Contract Currency | Default | USD | |
| {User Select} | Customer Type | Default | Type | |
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
-
Enter the field name and select 'Create {Field Name}' at the bottom.
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.
AI summary generation
Overview
Thena's integration with HubSpot CRM automates the daily creation, as well as the transfer, of account-level summaries. These summaries provide a consolidated view of company activities and are automatically added to the corresponding account in HubSpot CRM.
How it works
Daily summary generation
Thena processes and compiles a daily summary of company activities based on conversations on Slack interactions and significant events.
Automatic push to HubSpot
The generated summary is automatically pushed to HubSpot CRM and is populated under the Notes section of the respective account profile.
Configuration
Setup
- Follow steps to connect your Thena account with Hubspot.
- Enable AI Summary Generation toggle on the Configuration modal.
Access
Navigate to the "Manage User Access" screen within Hubspot and proceed to the "Choose Permissions" option.
Under CRM -> CRM Objects, enable the Unassigned checkbox under Notes for "Notes their team owns" or "Notes they own".
You could also offer your team members the option to view All notes, assuming there are no access restrictions in place..
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.
Updated 19 days ago