IdeaRoom HubSpot Integration
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.
Our integration with HubSpot will create both a deal and contact record. The data we publish through the webhook includes:
Customer Contact
Order Summary & Line Items
Product Design Details
3D & Floor Plan Images
When a deal is saved to your HubSpot portal, it will look similar to the following image. Note that you cannot customize the deal name, configuration URL, or contact information.
The integration can be set up to trigger on any of the following events (selections your customer makes on your configurator):
Save: User submits a new product configuration via save action.
Quote: User submits a new product configuration via quote, or checkout actions.
Updated: User opens an existing design from a link and re-submits to the same email address.
Deposit Charged: User completes the checkout process and enters credit card information to pay make the deposit (via checkout integrations)
Pay Later: User submits the first checkout step that includes the pay later option.
To set up your integration, you will need to do the following:
Document your portal ID, pipeline ID, and deal stage IDs
Create specific custom fields in your deal pipeline
Optionally, add those custom fields to an “IdeaRoom” group to help organize the information provided by the configurator
Please use this HubSpot Integration Information template to provide the necessary information to your onboarder:
Find Your Portal ID, Pipeline ID, and Deal Stage IDs
Portal ID
Deal Pipeline IDs for each order state that you would like to use:
Deposit Charged
Deposit Pay Later
Quote
Save
Note: In most cases, you will use a single pipeline for all four states.
Deal Stages IDs for each order state that you would like to use:
Deposit Charged
Deposit Pay Later
Quote
Save
Canceled (deals moved to this stage will no longer receive updates from IdeaRoom)
Optional: Create a Group for your new properties
Creating a group for your new properties will help keep them organized in your deal view. We recommend using “IdeaRoom” as the group.
Create Custom Fields
You will need to create the following custom fields with the specified field types. HubSpot should auto-generate the correct field ID when you type in the field label. We strongly recommend you do not change the field label to ensure a seamless integration experience.
Field Label | Field Type | Field ID |
|---|---|---|
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 |
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.