HubSpot is a customer relationship management (CRM) platform that you can link with Kube to track inbound marketing and sales. When you link your HubSpot account to Kube, contract and lead data are synced between the two platforms. Data synced includes the following:
Lead creation in your Reseller Portal
Lead creation from the Prospect Portal
Cart activity from the Prospect Portal
Space and Amenity Inquiries from the Prospect Portal
Prospect Portal Purchases
Prospect Portal Bookings
Prospect Portal Purchases that result in a contract
Contracts created in HubSpot (creates a draft In Progress contract in Kube)
Contracts created in your Reseller Portal
This article describes the steps for linking your HubSpot account to Kube.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Link Kube to HubSpot
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu, then the Prospect and HubSpot Integration tabs.
Click Connect. The HubSpot login prompt appears.
Sign in to your HubSpot account. The Connecting Yardi Kube to HubSpot screen appears. Select an account.
Click Choose Account.
Acknowledge the confirmation prompt and click Connect app. The page reloads, and the HubSpot Integration Settings menu reappears.
NOTE: Because of the advanced nature of HubSpot, the setup of HubSpot is not covered in the Help Center. Reach out to HubSpot Support for any questions related to their application.
Under Kube to HubSpot Mapping, in the Prospect and Lead Data and Contract and Deal Data sections, select your HubSpot properties where the data from Kube should be stored. See the end of this article for a screen reference.
In the HubSpot Pipelines section, select the HubSpot pipeline for which the status updates when the listed activity takes place in the Prospect Portal.
Click Save Settings. See the end of this article for a screen reference.
TIP: You can disconnect your HubSpot account from Kube at any time by clicking Disconnect Account.
HubSpot Integration Settings Screen Reference
Prospect and Lead Data | Inquiry Comments | Kube syncs the comments from an inquiry to the HubSpot Property selected here. |
| Lead ID | Kube syncs the Lead ID to the HubSpot Property selected here. |
Contract and Deal Data | Activity Origin | Select the HubSpot property where Kube should sync the activity origin. Activities include: inquiries (amenities and spaces), bookings (Prospect Portal and Reseller portal), contracts, and lead registrations. |
| Contract ID | Kube syncs the Contract ID to the HubSpot Property selected here. |
| Booking ID | Kube syncs the Booking ID to the HubSpot Property selected here. |
HubSpot Pipelines | Pipeline | Select the HubSpot Pipeline where deal tracking should be synced from Kube. See below for the stages that can be tracked. |
| New Activity | Select the HubSpot Stage that HubSpot sets on a deal when a new activity takes place in the Prospect Portal. For example, a new activity could be a Lead sign up, or Products & Services added to the cart. |
| Completed Activity | Select the HubSpot Stage that HubSpot sets on a deal when an activity is completed in the Prospect Portal. For example, a completed activity could be a completed purchase or a booking. |
| Create Lead when Deal Stage is | Select the HubSpot deal stage that triggers the corresponding HubSpot lead record to sync with Kube. |
| Create Contract when Deal Stage is | Select the HubSpot deal stage that triggers contract creation in Kube. Kube creates an In Progress draft contract using the defaults from the HubSpot to Kube Contract Creation section. |
HubSpot CRM Settings | Create HubSpot records synced from Kube as | HubSpot supports two record types: Leads and Contacts. When a lead record syncs to HubSpot from Kube, select how HubSpot should create that record. The record can be created as a Lead, a Contact, or both in HubSpot. For help to select which option may be best for your organization, contact HubSpot support. |
HubSpot to Kube Contract Creation
NOTE: These fields correspond to the fields found on the Terms & Company menu while creating a contract. For more information about these fields or creating a contract, see Creating a contract. | Contract Name | Leave this field empty to use the default contract name format in Kube: Company Name Contract #.
Otherwise, select the HubSpot deal property that should sync to Kube. Kube uses the value entered in that property as the contract name.
TIP: Set the HubSpot property’s field type to Text. |
| Move-In Date | Leave this field empty to default the move-in date to the date the contract syncs with Kube.
Otherwise, select the HubSpot deal property that should sync to Kube. Kube uses the value entered in that property as the move-in date.
TIP: Set the HubSpot property’s field type to Date. |
| Auto Renew | Select the HubSpot deal property configured for the Auto Renew deal object. Valid values are Yes and No. Kube recommends setting this property’s field type to Radio.
If the value is invalid or empty, Kube won’t sync the contract. |
| Contract Type | Select the HubSpot deal property configured for the Contract Type deal object. Kube recommends setting this property’s field type to Select.
The entries added to the Select field should match your Contract Custom Fields in Kube. For more information about Contract Types, see Adding a contract type.
If the HubSpot value does not match a record in Kube, the contract type defaults to the Default Contract Type specified in this setup section. |
| Term Type | Leave this field empty to default the term type of the contract to Fixed Term.
Otherwise, select the HubSpot deal property that should sync to Kube. Kube uses the value entered in that property as the term type.
TIP: Set the HubSpot property's field type to Select. The entries added to the Select field should be Fixed Term and Month to Month.
If the value is invalid or empty, Kube won’t sync the contract. |
| Move-Out Date | Leave this field empty to default the move-out date to the date automatically calculated from the move-in date, term type, contract term, and auto renew settings.
Otherwise, select the HubSpot deal property that should sync to Kube. Kube uses the value entered in that property as the move-out date.
TIP: Set the HubSpot property’s field type to Date.
NOTE: Kube only syncs this field data if Auto Renew is set to Off. |
| Contract Term | Leave this field empty to set the contract term to 0. This means the move-out date will default to the end of the month of the contract move-in date.
Otherwise, select the HubSpot deal property that should sync to Kube. Kube uses the value entered in that property as the contract term.
TIP: Set the HubSpot property’s field type to Number. This field should only accept whole positive numbers. |
| Default Contract Type | If a valid contract type is not synced from HubSpot, select the contract type Kube should use as the default. For more information about Contract Types, see Adding a contract type. |
Kube Property Mapping | HubSpot Deal Property | Select the HubSpot deal property that contains your list of locations. Kube recommends that the location names match the property names in Kube. In Kube, locations correspond to Properties. These location mappings ensure that contracts sync with the correct Properties in Kube. |