Hubspot Integration

Introduction

Baton’s Hubspot integration allows users to automatically import projects into their Baton Workspace, and users can choose and define a field mapping to keep data in sync between Baton and the source Hubspot object.

In order to turn this feature on, a workspace admin will need to connect a Hubspot account to their workspace

Clicking on Connect Hubspot will take users to a Hubpost login screen (if they are not already logged in to Hubspot), and upon login, the following authorization screen will be shown:

After clicking on Connect app, users will be redirected to the Baton connected apps page.

Configuration

By default, Hubspot Deal objects will be used as source object for automatic project import. Users can change this to any other standard CRM object (i.e., Contact, Company, Product, Line Item, Ticket, Conversation). Custom objects are not supported for the initial release of the integration, but support for these objects will be added in a future release.

In order to automatically import projects into Baton, an import rule must be defined. Any field of type enumeration (that is, a select field with multiple options) or boolean can be chosen.

Additional import prerequisites can be added if users want to filter out which objects are imported into Baton. It is important to note that all prerequisites must be met at the time the object transitions into a state where the import rule is met, otherwise it will not trigger a project import.

Field Mapping

Users can choose what fields will be synced between Baton projects and the configured Hubspot source object. This sync will be bidirectional, with the exception of Hubspot read-only fields. These fields are labeled with a (read-only) tag.

Baton custom fields of type text, numeric, boolean and date are currently supported. Support for Dropdown (single select and multi-select) will be added in the future.

Template mapping and Default Project Lead

Similar to our Salesforce integration, a default project lead can be configured for all projects imported from Hubspot, and template mapping rules can be defined based on certain conditions.

Client Company

If the source object has an associated Company, it will be automatically imported into Baton upon project import. Client companies imported from Hubspot will be shown with a hubspot icon next to their name in Client Directory

Existing Clients in Baton can also be linked to Hubspot Companies by using the Hubspot Connection option:

Projects imported from Hubspot will be shown with an icon next to the their name. Clicking on the icon will open the object in Hubspot in a new tab.

Manual object association

In addition to automatic import, existing Baton projects can also be manually associated to Hubspot objects. Using the Hubspot Object select in the Project Details Integrations page, users can look by ID or name for the object this project will be connected to. All objects will be listed as available for manual connection, even if they don’t meet the import criteria defined for automatic import. Upon selection, users will be shown a table with the existing data both in Baton and in Hubspot for the mapped fields (as defined in the workspace settings page), and will be able to choose the direction for initial data sync

NOTE: Choosing an object that is already associated to a Baton project will show a warning indicating a connection to that object already exists: