HubSpot Integration

Enabling the Integration

To connect to HubSpot, click Connect under the HubSpot logo on the integrations page, which is accessed by clicking Integrations under the settings cog drop down menu.

Once you have authorised EventWorks to connect to your HubSpot account, you'll be prompted to map the fields on EventWorks to the corresponding fields in HubSpot.

The column on the left is the name of the field in EventWorks. Using the select input on the right, choose the corresponding HubSpot field name. Simply leave the select input empty if the field is not required to be linked to HubSpot.

Repeat this process for Contacts and Events, then click Save.

How the Integration Works

Once the integration is active, any changes made to records in EventWorks will update their corresponding records in HubSpot. If the record in EventWorks has not already been linked to a record in HubSpot, EventWorks will attempt to find the record in HubSpot by searching for the company name if the record is an Account, or the email address if the record is a Contact.

Additionally, changes made to records in HubSpot will be applied to the corresponding record in EventWorks. This will only occur if the EventWorks has previously created or updated the record in HubSpot, otherwise when HubSpot notifies EventWorks of the change, EventWorks will not be able to identify the record that needs to be updated.

Any changes are processed as a background task, so there may be a delay of a few minutes for changes to appear in either direction.

Deals will only be created for Events that have a contracted status.

Please let us know if you'd like us to migrate existing Accounts and Contacts to HubSpot en masse.

Disabling the Integration

To disable the integration, click the Disable button under the HubSpot logo on the integrations page.

Updated on: 21/05/2023