Valuecase's native HubSpot integration allows you to create and update Spaces directly from HubSpot workflows, eliminating the need for third-party automation tools.

Whether you're automating customer onboarding, streamlining sales processes, or managing implementation workflows, these native actions ensure perfect synchronization between your CRM and Valuecase.

Step 1: Create a HubSpot Workflow

Navigate to Automation in HubSpot and create a new workflow. Choose your workflow type based on your needs (typically Deal-based or Contact-based).

Step 2: Configure Your Trigger

Set up triggers based on your process. Common triggers include deal stage changes (like "Onboarding Started"), deal creation with specific criteria, or property value updates.

Step 3: Add the Valuecase Action

Click the "+" to add an action and scroll to find Valuecase. You'll see two options: "Create Space" and "Update Space Properties".

Step 4: Configure the Action

For Create Space, select your template and map the required fields: company name, contact first and last name, and space owner email (typically the deal owner). The space owner must have an active Valuecase account.

Optional fields like website URL and contact email can enhance the space but aren't required.

Space properties let you control content visibility based on CRM data. Pass these as JSON strings to work with Valuecase's content automation features.

If you have, for example, 2 space properties in your template which are called Product and Contract Value with the key names "product" and "contract_value", respectively, and you want to pass the values "Enterprise" and "50000", respectively, format your properties like this: [{"name":"product","value":"Enterprise"},{"name":"contract_value", "value":"50000"}].

This means: the whole information is within square brackets [...] and multiple space properties are within curly brackets {...}.

For multi-select properties, use arrays for the values you want to pass: [{"name":"product","value":["Enterprise", "SMB"]}, {"name":"contract_value","value":"50000"}].

So instead of "Enterprise", like above, this becomes ["Enterprise", "SMB"] - the values are within square brackets and separated by comma.

These properties must match exactly with those configured in your Valuecase templates to control which content appears in each space.

The Update Space Properties action modifies existing spaces when CRM data changes. As deals progress through stages, you can automatically update spaces to show different pages or content sections.

This keeps your customer-facing materials perfectly synchronized with your sales or implementation process, ensuring stakeholders always see relevant, timely information.

After creating a space, the workflow returns a URL that you can use in subsequent actions. Common uses include:

The integration uses a central sync user, eliminating the need for individual team members to connect their accounts. This simplifies both initial setup and ongoing maintenance.

Ensure all required fields are populated before the workflow runs. Test your workflows with sample deals to verify everything works as expected before activating for live data.

When using space properties, verify the JSON formatting is valid and property names match exactly between systems.

Automated Onboarding: When a deal closes, automatically create an onboarding space with all customer details pre-filled and the right content visible.

Stage-Based Updates: As deals move through your pipeline, automatically reveal or hide content in the space to match the current stage.

Product-Specific Content: Use product fields from HubSpot to ensure spaces contain the right documentation and materials for each customer's purchases.

Renewal Workflows: Trigger renewal spaces with updated pricing and terms when deals enter renewal stages.

Multi-Team Handoffs: Create spaces with appropriate permissions and content when deals transition between sales, implementation, and success teams.