Link a HubSpot Company Record to an SRM Customer Record

Describes how to associate a HubSpot company record to an SRM customer record in order to make the GateWay HubSpot integration function correctly.

Type

How to 

Audience

HubSpot Administrator

Products

GateWay, SRM

Context

Once you have set up the HubSpot integration with GateWay, you must ensure that you associate each HubSpot company with their corresponding SRM customer record to make the integration fully functional.

To accomplish this, you must use HubSpot to create a custom property/field called Account Number and add each corresponding SRM customer number to that field.  Placing the SRM customer number in this custom property enables HubSpot and SRM to talk to each other with GateWay as the intermediary between the two for each of your customers.

Once you set up the custom field in HubSpot, you must manually sync HubSpot with GateWay in order to complete the link to SRM.  You only do this the first time then from that point on, the link is always active. 

See: "Set Up the GateWay HubSpot Integration" for more information on how to initially set up the integration.

Before You Begin

Required: Internet connection; valid GateWay account; valid HubSpot account; valid login credentials and access permissions; valid SRM customer number(s)

Steps

To set up a custom property/field in HubSpot, do the following:

  1. In HubSpot, in the header bar, click settings
    The Settings page opens
  2. In the menu bar, navigate to Properties
    The Property Settings page opens
  3. Click the Company Properties tab
  4. Click Create a property
    Create a new property page opens in the main area
    https://texada.atlassian.net/wiki/download/thumbnails/47185921/Screenshot%20from%202019-07-09%2017-07-48.png?version=1&modificationDate=1562707365745&cacheVersion=1&api=v2&width=500&height=604
  5. Type Account Number in the Label field
    Note: The Internal Name field automatically fills with account_number
  6. Type Texada Customer Number in the Description field
  7. Use the Group drop-down to select Company information
  8. Use the Field type drop-down to select Number
  9. Check Unformatted number
  10. Check Add to search
  11. Click Create
    The custom property is created

To link HubSpot support tickets to the correct SRM customer, do the following:

  1. In the HubSpot header bar, navigate to Contacts > Companies
    The Companies page opens in the main area and displays a list of any HubSpot companies you have
  2. Click the company you need to add the SRM customer number to
    The company details page opens in the main area
  3. In the About this company panel, navigate to the Account Number field
  4. Next to Account Number, click edit
    You can edit the Account Number field
  5. Type your SRM account number in the Account Number field, and then click off of the field
  6. Log into your GateWay administration panel
    In the header bar, navigate to HubSpot > Manage HubSpot Integration
    The HubSpot Integration page opens in the main area
  7. Click Sync HubSpot
    Your HubSpot company record is now linked to your SRM customer record via GateWay
    Your users have the ability to create and view HubSpot support tickets in GateWay

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