Note: You need admin privileges in both SalesScreen and HubSpot to carry out this approach. The following entities are supported for synchronization to SalesScreen: Deals, Deal line items, Engagements (activities), Companies and Contacts.
There are two prerequisites for integrating SalesScreen with HubSpot. The first one is that you need to have a SalesScreen Pro or Enterprise subscription, and the second is that you need to have a HubSpot Sales Hub subscription.
To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.
Once there, go to Integrations and click on Integrate for HubSpot.
You'll be presented with a 2-step wizard to set up the integration.
The first step will ask you to choose a HubSpot user account to act as the link between SalesScreen and HubSpot. This user account is referred to as the API user. The API user needs read access to HubSpot entities across the organization, and should be able to do this even if the user is not signed in. Therefore, a HubSpot administrator is required for this role. You can utilize an existing administrator account with administrator privileges, or you can create a new user and/or role in HubSpot for this purpose.
The 2nd and final step requires you to sign in to your HubSpot organization with the API user of your choice (from Step 1). We suggest that you sign out of any HubSpot accounts beforehand, so that you can choose to sign in with the API user when carrying out the authentication process.
Click on Integrate, and you'll be asked to sign in to HubSpot (if not already signed in). Upon successful authentication, you can authorize SalesScreen to access your HubSpot data on behalf of your organization.
After Successful Authentication
Import HubSpot Users [Optional]
If the authentication process is successful, you'll be presented with a list of your current HubSpot users. You can choose to import HubSpot users to SalesScreen, or map existing SalesScreen users to their HubSpot accounts. You can skip this step by clicking Continue to workflows.
Importing of users will create SalesScreen accounts for them, where they will be mapped (connected) to their corresponding HubSpot accounts. Simply check the user(s) in the list and click Add Users.
Mapping of existing users lets you connect a HubSpot user to an existing SalesScreen user due to matching email or name. Click on Map Existing and confirm the process.
SalesScreen users must be mapped to their corresponding HubSpot user accounts in order to be credited with their HubSpot activities. They must also be part of a SalesScreen team (they are placed on a default team when importing users).
Activate Workflows [Optional]
The next step gives you the option to activate one or more workflow suggestions, presented in a list including descriptions. A workflow dictates what type of data should be retrieved from HubSpot and visualized in SalesScreen. With active workflows, SalesScreen will retrieve the new or modified data from HubSpot on fixed
Simply check one or more workflows from the list and click on Activate. Finally, you can click on Continue to dashboard.
The HubSpot integration dashboard, showing two active workflows.
NOTE: Workflows can be modified, paused/resumed and terminated at will from the HubSpot integration dashboard. The integration can also be terminated as a whole from there. Furthermore, HubSpot users can be imported on the fly, and we are more than happy to help you configure your integration.
The dashboard can be found by navigating to Manage > Settings > Integrations > HubSpot by going to this link:
You can create workflows from scratch by clicking on Add in the main Workflows tab of the integration dashboard.