1. Log in to your admin panel
2. Open your HubSpot account in a separate window.
3. Open the Integrations section in the sidebar menu
4. In the section that opened, select the HubSpot integration and click the Connect button
5. In the popup window, click the Next button
Next, select the Authorization via OAuth button
6. Confirm authorization in your HubSpot account.
7. After this, you will see the settings of your HubSpot integration, starting with Fields Mapping.
On the left, select the relevant groups from HubSpot and the fields within them. On the right, choose the fields from PrayerWall/ImpactFactors CRM that correspond to them.
The fields that already exist in the CRM will be selected automatically
If there is no existing match for a field from HubSpot, simply click on "Create matching field" on the right, and the corresponding custom field will be automatically added to the CRM.
When finished, click the Apply button at the bottom to apply these settings.
8. To configure the creation of deals when adding Prayer Requests, please navigate to the "Prayer Requests Data Send" tab.
Use the drop-down lists to select the desired Pipeline and Dealstage in your HubSpot.
For Dealname, you can specify a template containing arbitrary text with the addition of variables from the list below. To add a variable, simply click the desired one in the list and it will be added to the Dealname field at the current cursor position.
Below that, you should add the rest of the fields that will be passed in when creating Prayer Requests. These fields can also contain text and variables, similar to the Dealname field described above.
When finished, click the Apply button at the bottom to apply these settings.
9. To configure the creation of deals when adding Praise Reports, navigate to the "Praise Reports Data Send" tab.
Setting up the fields is similar to what is described above for the previous tab.
10. Once you have completed and applied your settings, you can always reopen them by selecting the Edit button on your integration card
Also, if necessary, you can freeze data synchronization at any time using the Pause button.
Or remove this integration using the Delete button.
Adding HubSpot Tracking Code to your PrayerWall widget
1. In your admin panel open the "Widgets Setup" section in the sidebar menu
2. In the section that opens, select the desired Prayer widget and click the Customize button next to it.
3. Once the window with your widget customization opens, in the sidebar on the right, go to the Settings tab.
At the bottom you will see a field "Analytics Tracking Code (Google Analytics Tracking Code, HubSpot Tracking Code, etc.)"
Simply copy your HubSpot Tracking Code and paste it into this field.
4. Click the Save button in the top panel. To publish these changes, click Publish.
