Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Here you will find all the information you look for regarding the data sharing between Hubspot and the other apps of the marketplace


Table of Contents
stylenone

Interesting workflow you can accomplish with Hubspot on our MarketPlace

When I create a company in Hubspot, the information is shared with the accounting package.

When I create a contact in Hubspot, it is shared with marketing application and my accounting package. If a customer is created in my Point of Sales, it is shared in Hubspot.

When I create an opportunity in Hubspot, it appears in my sales funnel widget in Impac!™.




Data shared between Hubspot and other apps


CRM and Sales data shared

Entity in ConnecEntity in Hubspot

From Hubspot to other apps

From other apps to HubspotSee it on my Impac! Dashboard
CompanyLeads
PeopleContacts

Image Added

Image Added

Invoice List widget (If invoice is attached)
People (with leads flag)
InvoicesAll invoice widgets Accounts Account balance / Accounts comparison widgetsInvoicesAll invoice widgetsBillsPurchase order list widgetJournalsBalance sheet widget (corresponding accounts are updated)OpportunitiesOpportunity funnel widgetPaymentsBalance sheet widget (accounts receivables / accounts payables are updated)Purchase orderPurchase order list widgetSales orderTaxes

HR data shared

Entity in ConnecEntity in Hubspot

From Hubspot to other apps

From other apps to HubspotSee it on my Impac! DashboardEmployeeEmployees list widgetEmployee salaryEmployees list widgetPay itemPay runPay schedulePay stubTime sheetTimesheets widget (only record the total time worked)Time activityWork locations

Other data shared

Entity in ConnecEntity in Hubspot

From Hubspot to other apps

From other apps to HubspotSee it on my Impac! DashboardTasksProjects

FAQ

  

Contacts (with leads flag)

Image Added

Image Added

Leads funnel / Leads list widgets
OrganizationsCompanies

Image Added

Image Added

Invoice List widget (If invoice is attached)
ProductsGrowth per product widget (if sales behind product)

Accounting data shared

Entity in ConnecEntity in Hubspot

From Hubspot to other apps

From other apps to HubspotSee it on my Impac! Dashboard
OpportunitiesDeals

Image Added

Image Added


App UsersUser

Image Added









FAQ

  

How contacts are shared between your Xero and Hubspot?

Xero consider Customer as Organization and creates an organization entry in Connec!. Hence contact created in Xero will appear as company in Hubspot.




Team Work 

All the apps available on Maestrano marketplace share data with Hubspot

However, these three apps are the best matching for Hubspot

Quickbooks

Xero

Sage