How to check the environment before configuring Hubspot in RevRec?

Scope

What happens in RevRec once the Hubspot sales order is in the Closed Won Stage?

How to integrate Hubspot custom sales in RevRec?

Summary

After logging in to your RevRec site, you can navigate to the environment panel on the top left corner of your site name and select Production for the live environment or Test for the sandbox environment to configure Hubspot. Then you can navigate to Sync > Connect to the other systems > Sales > Hubspot.

Solution

Connecting Hubspot Step 1: You can integrate Hubspot with RevRec by navigating to Sync > Connect to the other systems > Sales > Hubspot. Refer to this link to know more about the right environment.

Step 2: Refer to this link for more details on how to Configure HubSpot.

Our standard sync integration leverages the Deal and Product concepts in Hubspot to automatically create a sales order in the system for every opportunity that is in the 'Closed Won' stage

It is important to understand what key terms RevRec uses and how it leverages them from Hubspot.

We expect that products being sold are set up in the product library and are referenced appropriately in every deal in Hubspot. You can see these on your deal page in Hubspot as shown below.

The Start Date, Quantity, Unit Price, and Term for the deal line items are populated, similar to the example in the screenshot below

In order to leverage the product library, you will need to be on the appropriate version of Hubspot with the right sales access. You can learn more about it here on the Hubspot site.

Custom Configuration

Our custom integration service allows you to implement a custom sales process and still directly sync with Hubspot.

The RevRec services team can pick up any custom field in Hubspot and map these fields and attributes to determine the fields mentioned above. Contact our sales team to learn more about this service.