Overview
We understand how important it is to support your current business processes and facilitate creating leads within your HubSpot CRM configuration. This will allow your sales team to seamlessly integrate their day-to-day processes and leads arriving from your IdeaRoom configurator.
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Find Your Portal ID, Pipeline ID, and Deal Stage IDs
Portal ID
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Deal Pipeline IDs for each order state that you would like to use:
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Field Label | Field Type | Field ID |
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IR Contact Me | Single-line text | ir_contact_me |
IR Package | Single-line text | ir_package |
IR Style | Single-line text | ir_style |
IR Siding | Single-line text | ir_siding |
IR Size | Single-line text | ir_size |
IR Estimate Number | Single-line text | ir_estimate_number |
Delivery Zip Code | Single-line text | delivery_zip_code |
IR Visits | Number | ir_visits |
IR Updates | Number | ir_updates |
IR Checkout Opened | Number | ir_checkout_opened |
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Authorize the Shedview Integration Application
Someone with admin access to your HubSpot portal should copy and past this link to install and authorize our Shedview Integration Application:
Notify Your Onboarder
Send your completed HubSpot Integration Information template to your onboarder and notify them you have completed all the setup steps in HubSpot. They will complete setup of the integration within IdeaRoom.
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