- Log into Client Sense
- From the top right dropdown menu select Integrations
- Click New Integration
- Select HubSpot from the list
- Enter your HubSpot private app access token into the API Key field
- Click Save
What fields are created?
When activating the integration the following fields will be created by default
Client Sense Custom Fields
HubSpot Industry custom field for Organisations
HubSpot Link Icon custom field
HubSpot Properties
A Client Sense contact property group will be created for Contacts and Companies and all Client Sense related fields will be assigned to these property groups.
Client Sense will create at least 7 Contact properties and 2 Company properties by default.
Field Name
| Description
|
CS - Created
| Whether the contact or company was created by Client Sense
|
CS - Title
| Title
|
CS - Street Address
| Primary address Line 1
|
CS - Suburb
| Primary address Suburb
|
CS - State
| Primary address State
|
CS - Postcode
| Primary address Postcode
|
CS - Country
| Primary address Country
|
CS - Top Employees 90 Days
| The top employees based on correspondence for the individual in the last 90 days
|
CS - Top Groups 90 Days
| The top groups based on correspondence for the individual in the last 90 days
|
CS - Relationship Managers
| Any relationship managers assigned to the individual
|
When you add a Contact to HubSpot (irrespective of the
method, either through the icon in the Organisation 360° view or the bulk add
from the Favorites dashboard), the fields above will be populated with the
information that exists in Client Sense.
In the Organisation screen
There is a new HubSpot icon when look at an Organisation in
the 360° view. This will either be Grey
or HubSpot
Orange
.
Grey tells you the Individual is not in HubSpot, clicking the Grey
HubSpot icon will add them. Once they are added it will become Orange. If you
click an Orange HubSpot icon it will link you to their Contact record in
HubSpot.
In the Favourites dashboard
When you ‘right click’ a Favourite tab, you will see a new
option of ‘Bulk add to HubSpot’. Clicking this will present you with a window
that lists all of the Individuals under all of the Organisations within this
particular tab.
When the window appears, you can click to select each
Individual, select or deselect a whole Organisation and you can hide an
Individual from showing using the ‘eye’ icon (maybe you don’t want to keep
seeing
accounts@company.com). When
you click Add, the selected Individuals will be added to HubSpot. A message
will tell you how many. Clicking Cancel will have none of those selected pushed
into HubSpot.
Note: you can collapse or expand a Company and there is a
Contact Card button on the right for each contact if you want more information
in making a decision.
What will come back from HubSpot into Client Sense?
At this stage, just the ‘Industry’ from HubSpot will flow
back into the Organisation record in Client Sense. We will also bring the
hyperlink for Companies that exist in both HubSpot and Client Sense so that you
can click them in CS to go to HS.
They must have already been in HubSpot to have unsubscribed
or be removed from the system, as we understand it, these email addresses are
kept in HubSpot so that you can not later add them again (honouring the fact
that they opted out). Where some one is unsubscribed (or you have opted them
out) in HubSpot, we will show this icon
instead
of the HubSpot icon, so you are aware of it.