Overview
We understand how important it is to support your current business processes and facilitate creating leads within your HubSpot CRM configuration. This will allow your sales team to seamlessly integrate their day-to-day processes and leads arriving from your IdeaRoom configurator.
Our integration with HubSpot will create both a deal and contact record. The data we publish through the webhook includes:
Customer Contact
Order Summary & Line Items
Product Design Details
3D & Floor Plan Images
When a deal is saved to your HubSpot portal, it will look similar to the following images.
The integration can be set up to trigger on any of the following events (selections your customer makes on your configurator):
Save: User submits a new product configuration via save action.
Quote: User submits a new product configuration via quote, or checkout actions.
Updated: User opens an existing design from a link and re-submits to the same email address.
Deposit Charged: User completes the checkout process and enters credit card information to pay make the deposit (via checkout integrations)
Pay Later: User submits the first checkout step that includes the pay later option.
What We Need to Get You Set Up
To set up your integration, you will need to do the following:
Document your Portal ID, Pipeline ID, and Deal Stage IDs
Create “IdeaRoom” group to help organize the information provided by the configurator
Create specific custom fields in your Deal Pipeline
Authorize Shedview Integration Application
Provide HubSpot Tracking Code
Complete the HubSpot Integration Information Document
Please use the HubSpot Integration Information Template below to provide the necessary details to your implementation specialist.
Copy and paste the template into your message, then fill in the requested fields. Instructions for where to find each item are provided below.
HubSpot Integration Information Template
Company Name:
[Example: IdeaRoom Sheds]
Portal ID:
[Single numeric value]
Pipeline ID(s):
[You may list multiple if applicable – see options below] Note: In most cases, a single pipeline is used for all four states.
Deal Pipeline IDs
Deposit Charged: [Value here]
Deposit Pay Later: [Value here]
Quote: [Value here]
Save: [Value here]
Deal Stage IDs
Deposit Charged: [Value here]
Deposit Pay Later: [Value here]
Quote: [Value here]
Save: [Value here]
Cancelled: [Value here]
HubSpot Tracking Code: [Value here]
Find Your Portal ID, Pipeline ID, and Deal Stage IDs
Where is the Portal ID?
This is the ID for the HubSpot account. It is found on the dropdown to the far right.
Where are the Pipeline IDs?
You can access these by following this path: Settings > Sales > Deals. If you are having trouble finding Settings, it is accessed by clicking the gear icon in the top right.
The pipeline ID can be found by clicking the “</>” icon to the right of the Pipeline name. It is the “Internal ID”.
Deal Pipeline IDs for each order state that you would like to use:
Deposit Charged
Deposit Pay Later
Quote
Save
Note: In most cases, you will use a single pipeline for all four states.
Where are the Deal Stage IDs?
These are also found in the Settings > Sales > Deals path. Mouse over one of the deal stages and click the “</>” icon to the right of stage’s name. This is the “Internal ID”. You will need a different deal stage ID for each of the stages you would like mapped to the following states: Deposit Charged, Deposit Pay Later, Quote, Save, and Cancelled. This means you will have a total of five of these.
Deal Stages IDs for each order state that you would like to use:
Deposit Charged
Deposit Pay Later
Quote
Save
Canceled (deals moved to this stage will no longer receive updates from IdeaRoom)
Create a Group for your new properties
Creating a group for your new properties will help keep them organized in your deal view. We recommend using “IdeaRoom” as the group.
Enter "Deal Properties" in the Searchbar
Will show as the first option
Create Custom Fields
You will need to create the following custom fields with the specified field types. HubSpot should auto-generate the correct field ID when you type in the field label. We strongly recommend you do not change the field label to ensure a seamless integration experience.
Field Label | Field Type | Field ID |
IR Contact Me | Single-line text | ir_contact_me |
IR Package | Single-line text | ir_package |
IR Style | Single-line text | ir_style |
IR Siding | Single-line text | ir_siding |
IR Size | Single-line text | ir_size |
IR Estimate Number | Single-line text | ir_estimate_number |
Delivery Zip Code | Single-line text | delivery_zip_code |
IR Visits | Number | ir_visits |
IR Updates | Number | ir_updates |
IR Checkout Opened | Number | ir_checkout_opened |
Authorize the Shedview Integration Application
Someone with admin access to your HubSpot portal should copy and paste this link to install and authorize our Shedview Integration Application:
Staging:
Production:
Hubspot Tracking Code
To use this feature, your HubSpot account must include the products listed below.
Our integration automatically sets a deal property called Deal Type to the value newbusiness. This property and value come standard with HubSpot, but your HubSpot setup may have been customized.
If the integration isn’t working as expected, please check that the Deal Type property exists and is set to newbusiness. The process for verifying this is the same as checking your Deal Stage ID.
Enabling the HubSpot Tracking Code lets you see how visitors interact with your configurator page, giving you valuable insights into traffic sources, campaign performance, and user engagement.
The HubSpot Tracking Code lets you see how visitors interact with your configurator page. By adding this code, you can track where your traffic is coming from and measure how well your marketing campaigns are performing. These insights help you refine your marketing strategy, increase engagement, and better understand what’s driving your results.
Authorizing the HubSpot integration
To enable the HubSpot Tracking Code feature we need to execute the authorization step again, due to some extra scopes required for this feature.
To complete the authorization step, an individual with Admin access to the vendor's HubSpot portal should use the following link to install and authorize the ShedView CRM Integration:
HubSpot Authorization URL Production
Get the IdeaRoom contact form identifier (ID)
To get the form identifier, an individual with Admin access to the vendor's HubSpot portal can follow the steps below.
Go to the Forms page by clicking on Marketing → Forms
On the Forms page, search by a form with name IdeaRoom Contact
Go to the Form page by clicking on the IdeaRoom Contact form and copy the form identifier (ID) from the URL
In the image above, the form identifier is a23af11e-93d3-4a85-8ac0-32fbfe327491
This information is to be provided to your implementation specialist to complete the set up.
Getting the HubSpot Tracking Code
To get the HubSpot Tracking Code, an individual with Admin access to the vendor's HubSpot portal can follow the steps below.
In your HubSpot account, click the settings settings icon in the top navigation bar
Then, on the Settings page, click on the Tracking Code menu
Then, on the Reports & Analytics Tracking page, expand the Wordpress installation section and copy your Hub id
Provide this ID to your implementation specialist
Next Steps: Completing Your Integration
Once you’ve provided all the required information to your IdeaRoom implementation specialist, we’ll complete the integration setup and ensure everything is ready to go.