HubSpot Integration
Key Features
Automatically create new customers in Startdeliver
Update customers and users in Startdeliver with HubSpot properties and activities
Get support tickets in Startdeliver from HubSpot
Get NPS and CSAT Feedback survey responses in to Startdeliver from HubSpot
Update companies and contacts in HubSpot with Startdeliver health, fields and tasks (advanced functionality)
Standard functionality
With the standard app you can automatically create new customers and users with the relevant properties to continue the work in Startdeliver.
Our ongoing property sync will also make sure you have the same information in Startdeliver as you do in HubSpot. Simply choose which properties you want to update in the app settings.
Advanced functionality
With our advanced app you have to option to send Startdeliver data (such as usage health and date of last login etc) back to HubSpot, This will allow great targeting for customer marketing, interesting reports and an even more complete picture of your customers in HubSpot.
Two-way data also allows you to create your users in Startdeliver as contacts in HubSpot which are usually missed if they do not engage with your content in some way.
Advanced functionality is available in the Giga plan and above.
Sync Frequency
Once every 24 hours
Getting Started
From the Apps catalog page in the Startdeliver App, find and click on the HubSpot App
Click "Install HubSpot" on the next page
Complete OAuth flow in order to allow Startdeliver to access your HubSpot data
Consult with your Startdeliver Customer Success Manager
Troubleshooting
Matching strategy
Customers/Companies
Our app looks for companies in HubSpot with "Lifecycle Stage = Customer"
When we create a customer in Startdeliver, Hubspot ID is added
If a Company ID/HubSpot ID already exist in Startdeliver, it won't be created
Users/Contacts
Our app looks at one company at a time, while doing so it looks for contacts with a known email adress
If the email does not exist on a user connected to the corresponding customer in Startdeliver, we can create them as a new user
If the email does exist, we can update the user in Startdeliver with selected information and/or activities
Syncing interactions/activities
The app only sync activities that are connected to a user/contact, this means that if a contact's email does not exist on a user in Startdeliver we will not be able to find the activity/interaction
Make sure that all customers have "lifecycle stage = Customer" before activating the app. Historic interactions are only synced when the app is first activated, after that we only get new interactions
Interactions include emails, meetings, calls and notes
This integration is maintained by Startdeliver. In case of any issues with the integration, contact our support team at support@startdeliver.com.