How it works
1. Set up your Pod
Use a template with a Symbe widget to create a Pod, or add one manually from the Widget Library
2. Create a business case
Create a business case in Symbe (or via HubSpot)
The Symbe <> HubSpot integration will automatically populate a specific field in HubSpot with the Symbe URL
3. Automatic sync via HubSpot
When the Symbe URL is added to the HubSpot field:
A webhook triggers trumpet
The Symbe URL is automatically added to any Symbe widgets in the Pod
What happens behind the scenes
The integration:
Populates the Symbe URL field in HubSpot automatically
Syncs that URL into trumpet Pods
The Symbe URL is stored at the Pod level, which means:
Adding a Symbe widget later will still pull in the business case
Templates with Symbe widgets will auto-populate when a deal already has a value
Duplicating a Pod and selecting a new deal will update the widget accordingly
Real-time updates
The business case appears instantly in your Symbe widget
Any updates made in Symbe will sync in real time in trumpet
Security
A secure token is generated to allow Symbe URLs to be embedded safely within trumpet
Key benefits
✅ No more manual embed codes
✅ Automatic linking via HubSpot
✅ Real-time updates between Symbe and trumpet
✅ Works across templates, duplication, and new widgets