Create a space for a deal
The Valuecase <> HubSpot integration enables users to create new Valuecase Spaces directly from their CRM system.
Here is how it works:
Simply navigate to a deal. In the sidebar on the right-hand side of the screen navigate to the Valuecase space card and click on 'create space'. You may need to scroll down a bit to find the Valuecase integration.
An embedded Valuecase window will open automatically in HubSpot. Some of the required information to create a new space will already be prefilled based on your HubSpot properties.
Next, select your preferred Valuecase Template, fill out the missing information, if any, and click on 'create space'.
Congratulations! You have successfully created a space. You can now use Valuecase's flexible editing tools to customize the space for your lead.
Finally, you can copy the sharing link from the Valuecase HubSpot Card and share it with your client.
Find the space associated with a deal
The Valuecase <> HubSpot integration makes it easy to find and access a space from within a deal.
You can find the sharing URL in the Valuecase card. Simply copy the URL and share it with your buyer, or open it in another window to see a preview.
Navigate to the Valuecase card within a HubSpot deal and then navigate to Actions. Click Open to view and edit a space directly embedded in your HubSpot browser window.
View Valuecase Properties in HubSpot
With our HubSpot integration, you can seamlessly sync custom properties into HubSpot.
The properties synced are the same as those available in your Space Overview in Valuecase. This allows you to view the following properties directly within HubSpot:
Days Since Last Task Completed
Valuecase Action Plan Current Milestone
Valuecase Action Plan Current Open Task
Valuecase Action Plan Current Open Task Is Scheduled
Valuecase Action Plan Most Recently Completed Milestone
Valuecase Action Plan Most Recently Completed Task
Valuecase Action Plan Most Recently Completed Task Date
Valuecase Action Plan Next Due Date
Valuecase Last Space Visit
Valuecase MAP Progress
Valuecase MAP Status
Valuecase Space Activities Count
Valuecase Space Created Date
Valuecase Space Engagement Score
Valuecase Space URL
Valuecase Space Visits
Please Note: To sync these properties, at least one HubSpot user with permission to create new properties must connect their HubSpot account to Valuecase.
Next, you'll need to modify the view of your HubSpot records to include the Valuecase properties. You can find the settings in your HubSpot account:
Contacts: Navigate to CRM > Contacts.
Companies: Navigate to CRM > Companies.
Deals: Navigate to CRM > Deals.
For detailed instructions on customizing record views, refer to the HubSpot Help Center.