HubSpot

This article explains how to connect and configure HubSpot integration in FirstQuadrant. It covers contact importing, BCC auto-logging for email tracking, two-way pipeline synchronization, and deal syncing between FirstQuadrant and HubSpot. Learn how to import contacts, set up automatic email logging, sync your sales pipelines, and keep deals synchronized across both platforms.

Overview

The HubSpot integration in FirstQuadrant enables seamless synchronization between FirstQuadrant and HubSpot, providing three powerful features:

1. BCC Auto-logging - Automatically log all outgoing emails to HubSpot
2. Two-way Pipeline & Deal Sync - Keep your sales pipelines and deals synchronized between both platforms
3. Contact Import - Import all your HubSpot contacts into FirstQuadrant with automatic field mapping

To get started, navigate to Settings > Integrations > Apps and connect your HubSpot account.

How to connect HubSpot

1. Go to Settings > Integrations > Apps in FirstQuadrant
2. Find HubSpot in the available integrations list
3. Click Connect to begin the authorization process
4. You’ll be redirected to HubSpot to log in and grant permissions
5. Once authorized, you’ll be returned to FirstQuadrant with your connection established

After connecting, FirstQuadrant automatically retrieves your HubSpot portal information including your Portal ID and data hosting location, which are used for configuring features like BCC auto-logging.

BCC auto-logging

BCC auto-logging ensures that all your outbound emails sent through FirstQuadrant are automatically logged in HubSpot, maintaining a complete activity history for your contacts.

How it works

When enabled, FirstQuadrant automatically adds HubSpot’s unique BCC email address to all outgoing emails.

Configuring BCC auto-logging

1. After connecting HubSpot, go to the HubSpot integration settings
2. Toggle Enable BCC auto-logging to turn on this feature
3. The BCC email field will automatically populate with your unique HubSpot BCC address, but you can also manually enter your own BCC email address
4. Click Save to apply the settings

Once enabled, every email sent through FirstQuadrant will be automatically logged to the corresponding contact’s timeline in HubSpot.

Pipeline synchronization

FirstQuadrant can automatically create and maintain synchronized pipelines in HubSpot that mirror your FirstQuadrant sales pipelines.

How it works

• Automatic pipeline creation: For each pipeline in FirstQuadrant, a corresponding pipeline is created in HubSpot with the prefix [FirstQuadrant]
• Multiple pipeline support: If you have multiple pipelines in FirstQuadrant, multiple corresponding pipelines will be created in HubSpot
• Stage mapping: All stages from your FirstQuadrant pipeline are mapped to HubSpot, including probability calculations based on stage weights
• Default stages: The system automatically adds “Lost” (0% probability) and “Won” (100% probability) stages to complete the pipeline

Enabling pipeline sync

1. In the HubSpot integration settings, toggle Enable pipeline synchronization
2. FirstQuadrant will automatically:
   • Create new pipelines in HubSpot for each of your FirstQuadrant pipelines
   • Map all existing stages with appropriate probabilities
   • Set up tracking for ongoing synchronization
3. Click Save to activate the synchronization

Two-way deal sync

The two-way deal synchronization ensures that your deals remain perfectly synchronized between FirstQuadrant and HubSpot, regardless of where changes are made.

Features

• Bidirectional updates: Changes made in either FirstQuadrant or HubSpot are automatically synced to the other platform
• Complete deal data sync: Synchronizes deal name, amount, stage, owner, and close dates
• Automatic company creation: When syncing deals, FirstQuadrant automatically creates or links companies based on contact domains
• Owner mapping: Intelligently maps deal owners between systems with automatic fallback to default owners when needed
• Real-time updates: HubSpot changes are synced without a delay of more than a few seconds

What gets synced

From FirstQuadrant to HubSpot:

• Deal creation, updates, and deletions
• Deal properties (name, amount, stage, close date)
• Deal owner assignments
• Associated companies (created automatically from contact data)

From HubSpot to FirstQuadrant:

• Deal stage changes
• Deal property updates
• Deal deletions
• Owner reassignments

How synchronization works

1. Initial sync: When you first enable deal sync, all existing FirstQuadrant deals are pushed to HubSpot
2. Ongoing sync:
   • FirstQuadrant changes are pushed to HubSpot in real-time
   • HubSpot changes are received and processed automatically
3. Conflict resolution: The most recent change takes precedence in case of conflicts

Settings and configuration

Managing your connection

You can view and manage your HubSpot connection settings by:

1. Going to Settings > Integrations > Apps
2. Clicking on the HubSpot integration
3. Here you can:
   • View connection status and portal information
   • Enable/disable BCC auto-logging
   • Enable/disable pipeline synchronization
   • View sync status and error logs
   • Disconnect the integration if needed

Troubleshooting

If you experience issues with the HubSpot integration:

1. Connection errors: Try disconnecting and reconnecting your HubSpot account
2. Sync delays: Check the error logs in the integration settings for specific issues
3. Pipeline limits: HubSpot has limits on the number of pipelines; ensure you haven’t reached the maximum
4. Missing deals: Verify that deal sync is enabled and check for any error messages in the logs

Limitations

• Associations: Contact and company associations from HubSpot are not directly synced to FirstQuadrant. Updates to associated records in HubSpot won’t automatically reflect in FirstQuadrant
• Custom fields: Only standard deal fields are synchronized; custom HubSpot fields are not currently supported

Contact import

FirstQuadrant allows you to import all your HubSpot contacts with just a few clicks, making it easy to bring your existing contact database into FirstQuadrant.

How it works

The contact import feature creates a one-time import of all your HubSpot contacts into FirstQuadrant. The import automatically maps HubSpot contact fields to FirstQuadrant fields, including:

• Contact name (from firstname and lastname)
• Email address
• Company name
• Job title
• Additional HubSpot properties are preserved in the contact notes

Importing contacts from HubSpot

1. After connecting HubSpot, go to the HubSpot integration settings
2. In the Import section, click Import contacts
3. Confirm that you want to create the import
4. FirstQuadrant will create a new import with all your HubSpot contacts
5. You can choose to go to the Imports page where you can:
   • Review the contacts that will be imported
   • Add qualifying questions to filter contacts
   • Configure import settings like deduplication rules
   • Start the import process when ready

Managing imported contacts

Once you’ve created a contact import:

• Click HubSpot contacts to view and manage the import
• The import will show as pending until you start it
• You can review all contacts before processing
• Existing contacts with matching emails will be connected rather than duplicated
• After processing, imported contacts will be available in your FirstQuadrant contacts list

Info: Contact import is a one-time operation, not a continuous sync. For ongoing synchronization of deals and pipelines, use the pipeline sync feature.