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HubSpot Integration

Integration Document

INTRODUCTION

This document provides a comprehensive guide to integrating GTM Engine with HubSpot by creating specific custom deal properties. This integration enhances data management and streamlines sales processes by capturing essential deal information within HubSpot.

PREREQUISITES

  • Access to a HubSpot account with administrative privileges
  • Familiarity with HubSpot’s interface and settings

STEP-BY-STEP INSTRUCTIONS

Step 1: Access HubSpot Settings

  1. Log in to your HubSpot account
  2. In the top navigation bar, click on the Settings icon (⚙️)
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Step 2: Navigate to Properties

  1. In the left sidebar menu, scroll down to the Data Management section
  2. Click on Properties

Step 3: Select Deal Properties

  1. At the top of the Properties page, find the Select an object dropdown menu
  2. Click the dropdown and select Deal properties
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Step 4: Create Custom Deal Properties

Create the following custom properties by following the instructions below:

INSTRUCTIONS FOR CREATING EACH PROPERTY

  1. Click on “Create property”
    • On the Deal properties page, click the Create property button in the upper right corner
  2. Configure Property Settings
    • Object type: Ensure “Deal” is selected
    • Group: Choose the appropriate group (e.g., “Deal Information”) or create a new group
    • Property Label: Enter the Field Name exactly as listed
    • Description (optional): Add a description such as “Populated by GTM Engine” to clarify purpose
  3. Select Field Type
    • Choose the matching field type from the table above
  4. Set Additional Options (if applicable)
    • Rich text fields: No extra config needed
    • Number fields: Select “Formatted number”
    • Date picker fields: No extra config needed
    • Single-line text fields: No extra config needed
  5. Finalize the Property
    • Click Preview to confirm settings
    • Click Create to save the property
  6. Repeat
    • Repeat steps 1–5 for each custom property listed in the table
Field NameField TypeSection
Business ModelRich Text AreaAccount Data
CompetitorsRich Text AreaAccount Data
EmployeesRich Text AreaAccount Data
Funding DataRich Text AreaAccount Data
IndustryRich Text AreaAccount Data
Products and ServicesRich Text AreaAccount Data
Recent NewsRich Text AreaAccount Data
Propensity ScoreNumberAccount Analysis
Buying ProcessRich Text AreaOpportunity Data
CompetitorsRich Text AreaOpportunity Data
Customer Use CasesRich Text AreaOpportunity Data
Deal DescriptionRich Text AreaOpportunity Data
Deal ParticipantsRich Text AreaOpportunity Data
Important People MentionedRich Text AreaOpportunity Data
Overall Interest LevelNumberOpportunity Data
ParticipantsRich Text AreaOpportunity Data
Tech StackRich Text AreaOpportunity Data
Timeline and BudgetRich Text AreaOpportunity Data
Wow MomentsRich Text AreaOpportunity Data
AI Forecast Close DateDateOpportunity Analysis
AI Forecast Date ReasoningRich Text AreaOpportunity Analysis
AI Forecast MonthTextOpportunity Analysis
Deal GapsRich Text AreaOpportunity Analysis
Health ScoreNumberOpportunity Analysis
Health Score ReasoningRich Text AreaOpportunity Analysis
Path To CloseRich Text AreaOpportunity Analysis
Predicted Stage ReasoningRich Text AreaOpportunity Analysis
Suggested StrategiesRich Text AreaOpportunity Analysis
Interest Level ReasoningRich Text AreaContact Data
Internal Blockers/ChallengesRich Text AreaContact Data
Motivations/Problems SolvedRich Text AreaContact Data
Personal InformationRich Text AreaContact Data
Promoter Score ReasoningRich Text AreaContact Data
Contact Role ReasoningRich Text AreaContact Analysis
ICP Persona ReasoningRich Text AreaContact Analysis

VERIFICATIONS

After creating all custom properties:

  1. Search for Properties
    • Use the search bar on the Deal properties page to locate each new property
  2. Confirm Details
    • Ensure each property has the correct field type and is spelled correctly

POST-INTEGRATION STEPS

  • Inform Team Members
    • Notify your sales and marketing teams about the new properties
    • Let them know these fields are automatically populated by GTM Engine and should not be edited manually
  • Update Deal Views
    • Customize deal views and forms to include these properties as needed
    • You can organize them into suggested groups from the table, or based on personal/team preference

CONCLUSION

By completing these steps, you have successfully set up HubSpot for integration with GTM Engine. The new custom deal properties will enhance your ability to track and analyze crucial deal information, leading to more informed decision making and improved sales outcomes.


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