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HubSpot integration

HubSpot knows who the deal is with. Dealops knows what was actually negotiated — and writes it back, so the deal record, the order form, and the signed contract never drift apart.

The integration runs in both directions and needs no manual re-entry in either.

Inbound: deal sync​

Deals sync from HubSpot into Dealops continuously, so reps quote against current data:

  • Core properties — deal stage, owner, close date, amount, and the associated company.
  • Deal type — the type decides the deal's place in the customer's history. New business and renewals each open a new contract; an amendment (expansion or upsell) attaches to the contract already in flight. Common phrasings are recognized automatically, and deal types you don't quote through Dealops are ignored.
  • Custom properties — any property your quoting process depends on can be surfaced on the Dealops deal and used in approval rules.
  • Associations — HubSpot links records by association rather than lookup field, and Dealops reads and maintains those links as first-class data.

Two signals are yours to populate. Every participating deal must be associated to a company, and renewals and amendments must carry a prior deal pointer to the deal they renew or expand. Together those tell Dealops which contract each deal belongs to.

Outbound: writeback​

When a quote is ready — on demand, or automatically at signature — Dealops writes the negotiated outcome into HubSpot:

  • Quote and quote lines — the order form lands as a Dealops Quote record carrying the header terms (dates, term length, contract value, ARR, auto-renew), with one Dealops Quote Line per product: list price, negotiated price, quantity, dates, discount, and revenue type.
  • Tiered and ramped lines are written either as a single summarized line or fanned out — one line per pricing band, or one per contract month — depending on the fidelity your downstream processes need. Fanned-out rows share their parent's line number, so report on them grouped rather than as separate products.
  • Deal properties — contract value, term, commitment level, and other quote-derived values, mapped to the HubSpot properties you choose.
  • Document links — generated order forms and signature status.

Dealops creates these records and the associations between them. Field mapping is configurable per organization, and writeback respects stage gates: deals in stages you've marked as locked won't be modified.

Renewal and contract linking​

A signed term is mirrored in HubSpot as a Deal Group record — the contract that ties a deal and its later amendments together — and Dealops keeps that chain current as deals close:

  • On closed-won, Dealops links the contract's deal records and stages the renewal — including creating or linking the renewal deal so the future deal exists in both systems from day one. See Renewals.
  • Contract properties — status, effective and expiration dates, auto-renew, and total contract value stay current as the term evolves.
  • The chain — each contract points at its predecessor and successor, so a customer's history reads end to end in HubSpot.

What you set up​

An admin creates the schema once, against an object and property reference Dealops provides:

  • A small set of custom objects — Deal Group, Dealops Quote, and Dealops Quote Line that Dealops can automatically set up for you — plus a few deal properties and the association types between them.
  • Custom objects require a HubSpot Sales Enterprise plan, or the custom-objects add-on.

What this replaces​

Without the integration, line items get hand-typed into HubSpot from a PDF, contract dates live in someone's spreadsheet, and renewals arrive by calendar reminder. With it, the deal record reflects the negotiated truth the moment the quote is signed — and your forecasting, comp, and renewal motions inherit that accuracy.

note

Dealops connects to HubSpot through a managed OAuth connection set up by an admin — no direct credential handling.