HubSpot

Kiflo seamlessly connects with HubSpot to help you keep your CRM synced. With the native HubSpot integration, you can synchronize leads, deals, and contacts with HubSpot. And it works both ways!

Overview

The native HubSpot integration can be enabled with a few clicks only. It allows you to sync:

All fields can be synchronized, both ways and even custom fields!

Simply turn on the built-in workflows to start sending data from Kiflo to HubSpot for:

• New or Accepted leads in Kiflo
• New deals in Kiflo or HubSpot

Enable HubSpot integration

To enable the HubSpot integration:

1. Go to Manage
2. Click on Integrations
3. Click on HubSpot
4. Click on Add to Kiflo to enable HubSpot integration
5. Finally, follow the authentication process from HubSpot by clicking Connect App

That's it! Now, the next step is to turn on some settings following the instructions below.

Turn on settings

To help you sync data between Kiflo and HubSpot the native integration comes with 4 pre-built workflows that can be turned on and off independently:

• Create or update Contact in HubSpot when Lead is created in Kiflo
• Create or update Contact in HubSpot when Lead is accepted in Kiflo
• Create Deal in HubSpot when Deal is created in Kiflo
• Convert Lead in Kiflo when Contact is associated with Deal in HubSpot

Create or update Contact in HubSpot when Lead is created in Kiflo

Turn on this setting to send every new lead from Kiflo to HubSpot.

If there is already a contact in HubSpot with the same email address and this contact is not yet synced with Kiflo, it will be updated. If the existing contact in HubSpot is already synced with Kiflo, it won't be updated.

Then, updates will be synced between the lead in Kiflo and the contact in HubSpot.

Create or update Contact in HubSpot when Lead is accepted in Kiflo

Turn on this setting to send only accepted leads from Kiflo to HubSpot.

If there is already a contact in HubSpot with the same email address and this contact is not yet synced with Kiflo, it will be updated. If the existing contact in HubSpot is already synced with Kiflo, it won't be updated.

Then, updates will be synced between the lead in Kiflo and the contact in HubSpot.

Create Deal in HubSpot when Deal is created in Kiflo

Turn on this setting to send every new deal from Kiflo to HubSpot.

Unlike contacts, there is no deduplication. A new deal is created in HubSpot every single time. A contact is automatically created or updated, and then attached to the new deal.

Then, updates will be synced between Kiflo and HubSpot for the new deal and the attached contact.

Convert Lead in Kiflo when Contact is associated with Deal in HubSpot

Turn on this setting to convert leads in Kiflo when contacts are "converted" (ie: a new deal is attached to it) in HubSpot.

This is a more advanced use case. Here is what it does when a new deal is attached to a contact in HubSpot:

• Convert the lead in Kiflo to a new deal
• Associate the new deal in Kiflo with the new deal in HubSpot
• Associate the new contact in Kiflo with the new contact in HubSpot

Then, updates will be synced between Kiflo and HubSpot for the new deal and the attached contact.

Deal stages mapping

In Kilfo there is only one deal pipeline whereas in HubSpot you may have many. You must choose the target deal pipeline in HubSpot where all deals will be synced.

Also, you must map all stages in Kiflo with all stages in the target HubSpot pipeline.

Here is how to do it: How to map deal stages with HubSpot?

Field mapping

We know every customer has its own way of working. That's why we built the integration to be as flexible as possible.

For each synchronized object (lead, deal, or contact) you can map every single field and choose how the field should be updated.

Here is how to do it: How to map fields with HubSpot?

Disable HubSpot integration

To disable the HubSpot integration:

• Go to Manage
• Click on Integrations
• Click on HubSpot
• Click on Remove from Kiflo

To completely disconnect Kiflo from HubSpot, you can uninstall the Kiflo application by following the steps:

• Click on the link starting with "https://app.hubspot.com/integrations-settings"
• Click on Actions in Kiflo PRM connected apps
• Click Uninstall

Troubleshooting

In case of issues or unexpected behavior, you can access detailed integration logs. They provide detailed error messages to help you narrow down the problem.

See: How to access HubSpot sync logs?