HubSpot

Learn how to build customer portals, internal tools and partner apps from your HubSpot CRM

Integrating with Rowmesh allows you to seamlessly manage your CRM data within your custom applications. This guide will walk you through the steps to set up the integration, manage your data, and leverage the full potential of HubSpot within Rowmesh.

Connect your HubSpot Account to your Rowmesh App

1. Go to your app's data tab

2. Click + New Source or this link: https://portals.rowmesh.com/~/_/setup/hubspot

3. Find HubSpot in the list and click Connect.

4. Click the Connect to HubSpot button

5. Choose the permissions and scopes you wish to give Rowmesh Your choice here, will determine which HubSpot objects are improted to your Rowmesh app in the next few steps

6. From the list of objects you gave permissions to access, choose which ones you want to connect to Rowmesh. By default, contacts and engagements are enabled

Supported Base HubSpot Objects

Rowmesh supports importing and syncing all of the basic HubSpot objects such as:

• Contacts

• Companies

• Deals

• Tickets

Other Supported HubSpot Objects

There are many other objects that Rowmesh can sync from HubSpot to your Rowmesh app:

• Carts

• Feedback Submissions

• Goals

• Leads

• Line Items

• Orders

• Payments

• Products

• Quotes

• Subscriptions

• HubSpot Users

• Custom Objects

Supported Properties

• All default properties for the supported objects

• Custom properties for custom objects

By supporting both standard and custom properties, Rowmesh ensures you can tailor the integration to meet your specific business needs.

Unsupported Properties

Some of the default HubSpot tables have hundreds of default properties, most of which can be calculated in Rowmesh by using a linked field, rollup or a lookup.

These are not synced with Rowmesh by default, but reach out to our support team if there's a field that's missing that you would like to use in Rowmesh.

Managing HubSpot Data in Rowmesh

Viewing and Managing Data

1. Once connected, Rowmesh will automatically create tables and views for your HubSpot data.

2. The data will be kept in sync, so if you change anything in Rowmesh, the value will change in HubSpot, and if the value is changes in HubSpot, it will be synced back to Rowmesh

3. You can then customize the display of your data, apply filters, and set permissions based on your workflow requirements.

Attribution and Relationships

Rowmesh supports HubSpot attributions, enabling you to visualize and manage relationships between objects. For example:

• See which contacts belong to a company.

• Identify the primary contact at a company.

Rowmesh creates linked fields for each of your attributions in a HubSpot object, so you can use them in forms, filters, or permissions with ease.

Prebuilt Layouts for HubSpot Objects

When you connect Rowmesh to HubSpot, it will automatically add prebuilt views for your Contacts, Companies, Deals, and Tickets to your app. These views provide a structured and organized way to view and manage your HubSpot data within your Rowmesh app. Here's what you can expect from each page:

Contacts:

• View contact details such as name, email, phone number, and company.

• See recent activities and interactions with each contact.

• Add notes, tasks and deals, related to the contact.

• Update contact information directly from the layout.

Companies:

• Access comprehensive company profiles, including industry, size, and location.

• View associated contacts and their roles within the company.

• Track recent company interactions and activities.

• Manage company details and update information as needed.

Deals

• Monitor deal stages and progress with in a kanbarn board.

• Access deal details like value, closing date, and associated contacts.

• Add and update deal information directly from the page.

• Track deal activities and set reminders for follow-ups.

Tickets

• Manage customer support tickets with detailed information on each case.

• View ticket status, priority, and related contacts.

• Update ticket details and add internal notes.

• Track ticket history and monitor resolution progress.

Each prebuilt view is fully customizable, allowing you to tailor the pages to your specific needs. You can add new fields, rearrange sections, and apply filters to create the most effective views for your team. This flexibility ensures that you can efficiently manage your CRM data and streamline your workflows within Rowmesh.

Troubleshooting and FAQs

How often does data sync? Data updates in Rowmesh will reflect instantly in HubSpot. Updates in HubSpot should sync to Rowmesh within a few minutes, depending on your plan. Read more about synced data sources.

Can I connect multiple HubSpot accounts? No, unlike our other data sources, each Rowmesh app can only connect to one HubSpot account at a time. This makes your integration experience smoother, and allows us to customize the experience when using HubSpot.

Why isn't my HubSpot data appearing? Ensure Rowmesh has the necessary permissions and that the selected objects and properties are correctly configured in the integration settings.

For more detailed troubleshooting, contact our support team for more help.