Hubspot Setup

REVLOCK has built in integration into Hubspot that makes it real easy to keep all your sales transactions in sync with what the sales team is doing!

Our standard sync integration leverages the Deal and Product concepts in Hubspot to automatically create a sales order in the system for every opportunity that is in the "Closed Won" stage.

It is important to understand what key terms REVLOCK uses and how it leverages them from Hubspot.

We expect that products being sold are setup in the product library and are referenced appropriately in every deal in Hubspot. You can see these on your deal page in Hubspot as shown below

Products on Deal Page for Hubspot

The Start Date, Quantity, Unit Price and Term for the deal line items are populated, similar to the example in the picture below

Populated Deal Line Item in Hubspot

Connecting Hubspot

Connecting Hubspot is really easy! All you have to do is click on the "Connect Button" in REVLOCK under Sync and go through your Hubspot login to establish a link.



Connect to Hubspot in REVLOCK

In order to leverage the product library you will need to be on the appropriate version of Hubspot with the right Sales access. You can learn more about it here on the hubspot site.

Custom Configuration

Our custom integration service allows you to implement a custom sales process and still directly sync with Hubspot.

The REVLOCK services team can pick up any custom field in Hubspot and map these fields and attributes to determine the fields mentioned above. Contact our sales team to learn more about this service.
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