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HubSpot Integration
HubSpot Integration
Eduardo Voloch avatar
Written by Eduardo Voloch
Updated over 3 weeks ago

This article explains how to integrate HubSpot with D-Tools Cloud. We offer a lightweight integration that syncs the Account name and addresses between Cloud and Hubspot.

Purpose

This integration helps you enable single-directional or bi-directional synchronization of the following between D-Tools Cloud and Hubspot:

  • Account Name

  • Account Address

Prerequisite

This is only required if you are setting up a bi-directional integration: A role in Hubspot with permissions to add custom fields for objects.

Procedure for Single-Directional Integration

For Single-directional, all you need to do is enable the integration in Cloud by signing in with your account. Single-directional means the account name and address will flow from D-Tools Cloud to Hubspot.

Enable the integration under Settings

  1. Go to “Settings > Integration” on D-Tools Cloud. The Hubspot integration is listed under “CRM integrations.”

  2. Click “Connect” to enable the integration.

  3. Login with your HubSpot credentials when prompted.

Procedure for Bi-Directional Integration (optional)

To enable the bi-directional integration, you must create a custom field in Hubspot. This is where we store the ID for the client, enabling two-way synchronization. Here are the steps:

  1. Log in to HubSpot

  2. Navigate to Settings - In the top-right corner, click on the Settings icon (⚙️)

  3. Go to Properties - In the left-hand sidebar, under Data Management, click on Properties.

  4. Select the Object Type - HubSpot refers to "Accounts" as "Companies." Select the Company tab to create the custom field under this object.

  5. Create a New Property - Click on Create Property in the Companies Properties section.

  6. Define Property Details

    1. Group - Choose an appropriate group for the custom field (e.g., "Company Information").

    2. Label - Enter "dtcid" as the property name.

    3. Description - Optionally, provide a brief description (e.g., "Stores the Account ID as dtcid").

  7. Choose the Field Type - Select the Single-line text for the Account ID.

  8. Save the Property - Click Create to save the new custom field once configured.

This will allow you to store and manage the "DTId" in HubSpot under the Company object.

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