Integrating Valuecase with HubSpot allows you to access custom properties that help streamline your workflows. Follow these steps to view and use Valuecase properties within HubSpot.
How to Add Valuecase Properties to Your HubSpot Deal View
To access Valuecase properties in your deals:
Open a HubSpot Deal and click the gear icon on the left.
In the settings window, click “Add properties.”
Type “Valuecase” in the search bar.
Select the Valuecase properties you want to add to your deal view
You can also add properties to Contacts, Companies and Tickets in the same way.
How to Use Valuecase Properties in HubSpot
Find and copy your Valuecase link: Once added, you can view the “Valuecase Space URL” property in your deal, which provides the direct link to the corresponding Valuecase space.
Utilize the properties for automation: You can use all Valuecase properties in HubSpot workflows, email templates, or reporting to streamline your process.
By adding these properties, you can quickly access and manage your Valuecase links without manual effort.