Here's how to activate the integration between Oneflow and HubSpot CRM.


Notes: 

  • 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.



Once you have your template group set, you can create data fields for the information that should be automatically pushed over from Hubspot to your Oneflow contract.

Click to edit your form field, click on "data field" and a list of the available fields will show. Choose the appropriate one and Save.


The field connected to a data field will be marked by a symbol


You can of course also add a data field to scrolling text

To do so, simply highlight the text you wish to connect and click on the black data field tag in the editor. The list of available data fields will show, choose the appropriate one. 


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.