Connecting Valuecase with HubSpot is not complicated and can be done in a few minutes. Before you start, please make sure you have the right HubSpot permissions, which ensure you are able to connect and install apps to your HubSpot account.
Initiate the connection
Make sure you are logged in to your HubSpot and Valuecase account.
Click on 'Connect my tools' after clicking on your profile picture in the Dashboard. All available integrations are displayed here.
You will see the box HubSpot. Click on the 'Connect' button.
A new browser window will open and eventually prompt you to select a HubSpot account. Select the HubSpot account that shall be connected with Valuecase. Then click 'select account'.
5. Congratulations! Now you will be able to directly create new spaces for a customer from your HubSpot account. You can see the Valuecase integration in the right sidebar of a HubSpot deal.
If you connected your HubSpot Account successfully, your integration settings will look as on the screenshot below.
To disconnect your account, simply click on the green 'Connected' button again, confirm that you wish to disconnect.
Configure the connection
As a Valuecase admin, navigate to 'API & Custom Apps Admin settings', click on 'Configure' next to HubSpot.
The Popup that appears allows you to configure the HubSpot connection. These HubSpot integration settings apply for the whole organization.
Object types to sync to
For each of the selected objects, custom properties and activities will be set up and Valuecase data synced to HubSpot.
You can select any of the 4 standard objects: Contact, Deal, Company, Ticket. Additionally, we offer syncing to any Custom Object. If you are on the Scale / Enterprise plan and want to sync to a HubSpot Custom Object please reach out to your responsible Account Manager.
Integration sync user
By default, the integration will use the user who created a link to a HubSpot object to sync Valuecase data and activities to the linked object. If a sync user is specified here, the integration will use this user to sync data and activities to all linked objects. You want to use this setting if operational users have limited write permissions in your HubSpot instance.