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 Settings from the left-side menu.
4. Go to the Integrations,
5. Click the +NEW INTEGRATION button.
6. Select HubSpot from the list of integrations and authorize it.
   
   
   
   

Configure Settings

1. Go to the Configure section.
2. Enable/Disable the Sync Deals Names setting.
3. Select the Deals Budget Template that will be applied to deals imported from HubSpot.
4. Enable/Disable the Import Deal Amount setting.
5. Define the Stages to Import Deals.
6. Define the Metric Deal Status: Active.
7. Define the Metric Deal Status: Planning.
8. Define the Metric Deal Status: Closed.
9. Define the Stages for Conversion to Project.
10. Select the Import Client Assignments, Client Auto Mapping, and Client Auto-creation Limit.
11. 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.

Import Deal Amount

The Enable Import Deal Amount setting updates the budget of deals in Metric mapped to deals in HubSpot based on their names in HubSpot.

Stages to Import Deals

The Stages to Import 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.

Metric Deal Status

These settings set statuses of deals in Metric based on their stages in HubSpot.

• Metric Deal Status: Active setting moves deals to Active status in Metric.
• Metric Deal Status: Planning setting moves deals to Planning status in Metric.
• Metric Deal Status: Closed setting moves deals to Closed status in Metric.

Stages for Conversion to Project

This setting converts a Deal in Metric to a Project based on their stages in HubSpot.

Client Import Settings

You can import the Clients from HubSpot based on the Companies by these settings:

• Import Clients Assignments:
  
  • Don't Import.
  • Import for deals.
  • Import for deals and projects.
• Client Auto Mapping:
  • Don't Auto-map.
  • Auto-map by names. In this case, the HubSpot companies will be mapped to the Metric clients by name.
  • Auto-create by names. In this case, the HubSpot companies will be mapped to the Metric clients by name. If a client with that name is not found, it will be automatically created in Metric.
• Client Auto-creation Limit. If the integration attempts to create more clients than the limit at once.

Set Mapping

Instead of using auto-mapping or auto-creation Deals and Clients, you can manually set a 1:1 mapping between deals, companies in HubSpot, and deals, clients in Metric AI:

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