Hubspot

The HubSpot CRM integration allows you to sync deals, contacts, and company information between HubSpot and Projetly.

Use the left menu to navigate to 'Marketplace.' Select Hubspot and click 'Connect'

You'll be directed to hubspot. Enter Hubspot credentials.

1. Authorize Projetly to access your HubSpot data by clicking Connect App.

2. Once authorized, your HubSpot account is successfully integrated with Projetly.

You'll be redirected to Projetly automatically.

There are three steps in the 'Setup' process.

Step 1: Field Mapping: Map your hubspot fields to Projetly fields to enable seamless sync of data. Once done, click on 'Continue.'

Step 2. Sync Preferences: Configure data sync preferences. Details are as follows:

Label	Description
Include Past Closed Won Deals	Enables import of all closed deals (Successful deals)
Include Past Closed Lost Deals	Enables import of all closed deals (Lost deals)
Sync Deal Data From	Use to select the timeline of data to sync
When Deal is Closed	Choose whther to create an onboarding project or a service delivery project when a deal is closed (success deals)
Select Template	Select the onboarding/service delivery template.
Sync Frequency	Select between real-time sync and manual sync

Once done, click 'Continue.'

Step 3: In Configuration Summary, you configure how the exisiting project data on "projetly' must be handled while syncing with Hubspot. Review the choices, make changes (if required) and click 'Complete setup.'

Once done, you will be navigated to the marktplace page with a configuration success message. You can see the sync status progress. Give it a few minutes to complete the sync,

The following actions are possible, when'Hubspot' is connected.

• Disconnect - Use to disconnect your hubspot account. Please note that 'Disconnect' does not delete the synced data from Projetly.

• Sync - Use to manually sync data from Hubspot.

• Settings - Opens the configuration panel.

Navigate to the 'Deals' page to view synced data. Use the filter option to view deal from selected pipelines imported from Hubspot.