You can add sync key project details to Hubspot Deals by connecting the OnRamp Hubspot integration!
Installation Instructions
1. Go to Settings → Integrations
2. Click 'Connect' on the Hubspot tile
3. Follow the instructions to connect
Syncing Instructions
You must connect the Hubspot integration above before syncing details, and you must link Projects to Deals to see any data in Hubspot.
When creating a new Project, you may be prompted to link the Project to a Hubspot Deal
At any time, you can go to Settings on a project > Integrations tab and connect a Deal to the Project
Incoming Deals
When the connection is made, new closed won Deals should appear in the Projects > Incoming tab of OnRamp, where you can easily create a new Project that is already linked to that Deal in Hubspot.
Note: Incoming deals will only appear on a go-forward basis; historical deals will not be imported.
FAQs
What fields are added when Hubspot is installed?
An example of fields added to Hubspot are displayed below.
