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Introduction
HubSpot integration with Crittah allows the customer you to convert Deals to Crittah jobs. When a deal reaches the configured deal stage , Crittah will convert the deal int a job.
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To minimise any issues with Crittah integration it is recommended to make some fields mandatory so that Crittah can on Deals in HubSpot. This will allow Crittah to determine which job type to it should create and also has the best correct information to process the job in Crittah. Below are the existing fields that Crittah recommends to set as required.
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New properties recommended
For jobs to be created quickly in Crittah with the right information, it is ideal to have the following information already in HubSpot. You can map this from HubSpot to Crittah in the HubSpot configuration of Crittah. To do this you just need to create new properties on the deal or use an existing property already on the deal. The table below are the recommended properties to create in HubSpot and the recommended mapping to the Crittah job in the Crittah/HubSpot configuration.
HubSpot property name | HubSpot type | Map to field in Crittah | Default if not configured |
|---|---|---|---|
Due date of job | Date Picker | Due date | Todays date |
Address | Single-line text | Address | Blank |
Delivery address | Single-line text | Delivery address (Option) | Blank |
Crittah setup and configuration
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Select the account and click “Choose Account”
The next screen will show what permissions Crittah requires to integrate with HubSpot.
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