HubSpot - Salesforge integration

Salesforge now supports direct integration with HubSpot, enabling seamless deal management between the two platforms. This integration allows you to automatically create deals in HubSpot when a lead's reply in Salesforge is labeled. You can fully customize which labels trigger deal creation and assign deals to specific stages in your HubSpot pipeline.
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Key Features of the Integration:

• Automatically create deals in HubSpot based on lead reply labels in Salesforge.

• Choose which reply labels trigger deal creation.

• Map deals to specific stages in your HubSpot pipeline.

• Seamless synchronization of dynamic HubSpot lists.

• Integration of Salesforge activity data for streamlined synchronization.

Setting Up the Integration

1. Connect HubSpot to Salesforge

1. Log in to Salesforge.

2. Go to Settings > Integration > Hubspot
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3. Click Connect and follow authentication steps

2. Configure Label-Based Deal Creation

After connecting HubSpot, you can set rules for which lead reply labels will trigger deal creation.

1. In the HubSpot Integration Settings in Salesforge:

   • Locate the Deal Creation Settings section.

   • You’ll see a list of available reply labels:

     • Closed

     • Wrong Contact

     • Positive

     • Negative

     • Meeting Booked

     • Meeting Completed

     • Out of Office

2. Select the labels you want to use for deal creation. For example, you may want to create deals only for Positive or Meeting Booked replies.

3. Choose HubSpot Deal Stages

1. Under Deal Stage Mapping, you’ll see all the stages available in your HubSpot pipeline.

2. Assign a specific stage to selected label.

3. Save your settings.

How the Integration Works

1. When a lead replies in Salesforge, their reply is assigned a label (e.g., Positive or Meeting Booked).

2. If the reply label matches your configured settings, Salesforge automatically creates a deal in HubSpot.

3. The deal is added to the HubSpot pipeline at the stage you assigned for that label.

4. You can view, update, and manage these deals directly in HubSpot.

Best Practices for Using the Integration

• Choose Relevant Labels: Focus on labels like Positive, Meeting Booked, and Meeting Completed to ensure only high-value leads trigger deal creation.

• Keep Pipeline Stages Aligned: Regularly review your HubSpot stages to ensure they match your sales process.

• Monitor Deal Flow: Use HubSpot's reporting tools to track how deals created through Salesforge progress through your pipeline.