HubSpot integration is available to Business/Enterprise users
Connecting HubSpot with iClosed
Navigate to Integrations page and do the following steps:
Click on the "Connect" button to get started.
A new window will appear from which you'd need to take following steps:
Enter HubSpot account login information
Click on the "Connect App" button to complete connection
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If everything is connected, a confirmation message will appear that integration is successful. If not, please repeat the above steps and make sure that your Hubspot account is connected and ready to use in iClosed.
Understand default fields that will be sent to HubSpot
By default, iClosed will automatically send below mentioned data to HubSpot, but in case you would like to map custom fields, you will be able to do that as well.
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Here's what's going to be mapped and sent to Hubspot automatically:
Contact Details
Call Details
Deal Details
Call Outcome
Call Rescheduling
Call Cancellation
Contact statuses in iClosed will be mapped to:
HubSpot column Life Cycle
HubSpot column Lead Status
Custom Field Mapping
Custom field mapping between iClosed and HubSpot allows you to send specific data, such as Event Details or custom information collected from contacts, with corresponding fields in HubSpot.
If you'd like to map your iClosed Invitee Questions (event custom fields) to HubSpot custom fields, you have two options available:
Have iClosed Automatically Create and Map Fields
With this option, iClosed will handle the entire setup and mapping process between iClosed and HubSpot.
iClosed will automatically create the necessary custom fields in HubSpot and map relevant data from iClosed to those fields. This includes key information such as:
Event details
Contact information
Invitee questions & answers
And any other custom field you've added as invitee question to the scheduler form
Manually Map Custom Fields
Here's how to manually map iClosed data to your custom HubSpot fields:
Mapping Default Event Fields:
These are the standard fields iClosed provides for events and calls.
You can choose to map these to your custom fields in HubSpot:
Event Name
Invitee Email
Closer (User) Email
Scheduled Call Time
Closer Owner
Meeting Link
Invitee Time zone
Closer Time zone
Here's a quick walkthrough video.
Mapping Invitee Questions (Event Custom Fields):
These are the invite questions (event custom fields) and in case you would like to map them with HubSpot fields as well, follow this step-by-step guide:
Navigate to "Add mapping" button
Select iClosed custom field from the drop down menu
Select HubSpot field to map with
Hit "Map with" button
Make sure to Save Changes on the top right of your screen