Overview
Hubspot is used within Turnstile as a source of and sync for data during quoting and subscription management. Turnstile helps bridge Hubspot Companies, Deals and Contacts into the rest of your quote to cash lifecycle.
Set up
Go to your Settings > Integrations page to set up Hubspot.
Toggle on/off the data your team would like to sync to and from Hubspot
Companies
Hubspot Companies are sourced from Hubspot into Turnstile. They are used to find Deals as well as Contacts to associate with a Turnstile quote.
During quoting, the following fields are sourced from Hubspot in order to generate a quote:
Name
Street address (optional)
City (optional)
State/Region (optional)
Country/Region (optional)
You can also directly create a Company in Hubspot from Turnstile. In the Company creation dialog you'll be prompted to enter a domain and an optional address, which will be used to auto-populate various Company metadata within Hubspot.
Subscription Management
Hubspot Company records are used to populate the customer's details on Turnstile's Customers view. When you use Hubspot with Turnstile, each Turnstile Customer contains a link to a unique Hubspot Company ID.
Deals
Hubspot Deals are sourced from Hubspot based on the Company selected. You can create a Deal directly in the quote Turnstile if one doesn't exist. When adding a new Deal you will be asked to provide:
Deal Name
Pipeline
Deal Stage
Deal Writeback
When a Turnstile quote is signed by the customer and becomes a subscription, details about that quote are written back to the associated Hubspot Deal. These details include:
Deal status as "Closed won"
Deal total contract value ("TCV")
Deal won date
Contacts
Hubspot Contacts are used in Turnstile's Quoter for signer + optional contact information. In the case of an e-signature order flow, the signer's email address will receive the e-signature request from the e-sign provider.
By default, contacts are sourced from either the Company or the Deal. You can control this behavior on the Integrations settings page for Hubspot. This is useful, for example, if the Company has many contacts and you want to scope your search to just the Deal to enforce Deal hygiene. Similar to Companies and Deals, you can create Contacts directly from Turnstile and they will be automatically associated with the selected Company and Deal in Hubspot.