Here's how to activate the integration between Oneflow and HubSpot CRM.
You need to have both "Sales Professional" and "Super Admin" roles in Hubspot to activate the integration.
When inviting a user as a Hubspot admin, add them as "Sales Professional" if you want them to be able to use products.
When upgrading the account to sales professional, it will take some time until Oneflow gets the correct e-commerce scope.
As a Oneflow admin, take care to register the users with the same email address they use in the associated HS account.
First, make sure you’re logged into your HubSpot account. Then, log in to Oneflow and go to Account > Extensions > HubSpot, and click Enable.
Now you can click on Settings to open the settings page for Hubspot integration. On the settings page you can Authenticate to HubSpot. Click on
‘Authenticate to HubSpot’ and you will be redirected to your HubSpot account.
Select the HubSpot account that you wish to integrate with Oneflow and authorise the integration. Click on ‘Grant Access’.
The integration is now active!
Create a HubSpot Template
Once the integration is set, you need to activate a template group in all the Oneflow Templates that you wish to connect to HubSpot. This is done separately for each template so go to Templates and click on one that you want to connect. Under Settings you have Template groups, choose the
Hubspot template group, and save. Also note that the template need to be active to show up in HubSpot.
Use the HubSpot Integration
Go to HubSpot, and open any Deal and on the right side of your screen, you will see the Oneflow module. In case you cannot see it immediately, use your
mouse wheel to scroll to the bottom of the modules:
You may then drag the Oneflow module to the top of the list while holding down the mouse on the top left corner.
Enabling Stage Mapping
This will open the modal where you can enable stage mapping. See below:
A note about creating Oneflow agreements from HubSpot deals
When creating a Oneflow agreement from within HubSpot, the Deal owner, as well as the Company and Contact listed under the Associate deal with heading, will all be made available to the agreement. These fields have been highlighted in the screenshot below showing the Create deal view within HubSpot:
This is how the Contact and Company added above would appear in HubSpot's Deal view:
If the HubSpot Deal owner (the person with the Oneflow account) adds their own company as the Company or lists him or herself as the Contact this will result in an error in Oneflow.
After clicking on the Create Contract button in the Oneflow widget, the individual Contact (Cool Robot) as well as all of the contacts listed for the Company will be available. In this example, The Awesome Company has three contacts (Erik Andreson, etc.).
The Company will be added as the counterparty in the Oneflow agreement. The Company's contacts and the individual Contact will appear as participants, if they are all chosen in the Create Contract step above.