HubSpot

Metric.ai allows you to import deals from HubSpot. Data is pulled from HubSpot multiple times per day.

• How to Connect
• Configure Settings
• Set Mapping
• Import Data from HubSpot
  • Periodicity
  • Imported Data

How to Connect

1. Sign in to HubSpot.
2. Sign in to Metric.ai.
3. In Metric, select INTEGRATIONS from the left-side menu.
4. Click the +NEW INTEGRATION button.
5. Select HubSpot from the list of integrations.
   
   
   
   

Configure Settings

1. Go to the Configure section
2. Enable/Disable Sync Deals Names setting
3. Define Stages to Create Deals
4. Define Stages to Open Deals
5. Define Stages to Close Deals
6. Save it

Sync Deals Names

The Enable Sync Deals Names setting changes names of deals in Metric mapped to deals in HubSpot based on their names in HubSpot.

Stages to Create Deals

The Stages to Create Deals setting creates deals in Metric for each deal with a selected stage in HubSpot that has not yet been mapped to deals in Metric during the import.

If you have already created deals in Metric that correspond to deals in HubSpot, then you will need first to clear this setting and manually set mapping for the deals in Metric.

Stages to Open/Close Deals

The Stages to Open Deals and Stages to Close Deals settings set statuses of deals in Metric based on their stages in HubSpot.

• Stages to Open Deals setting moves deals to Active status in Metric
• Stages to Close Deals setting moves deals to Closed status in Metric

Set Mapping

Set a 1:1 mapping between deals in HubSpot and leads Metric.ai:

1. Go to the Projects section.
2. Set the mapping.
3. Save.

Note: Leads that were created by the Auto Create Leads setting are automatically mapped to deals in HubSpot. You don't need to map them manually.