HubSpot

Integrating with HubSpot allows you to add demo engagement data directly into your workflow - making it easy to enrich your sales process using key insights. It enables team members to follow up with precise info about their prospects’ intent and ultimately better manage their deals by having all the demo-related information in one place.

Please note: To set up this integration, you will need to be a HubSpot user with read permissions for companies, contacts and deals, as well as write permissions for contacts.

Integrating HubSpot

Enter the tab in Walnut and press next to HubSpot.

Select the account you'd like to connect and authenticate and press finish.

Note: The deals you’ll be able to see depend on the HubSpot user used for the authentication. Any deal available for this user will also become available for you in Walnut.

If you have access to a HubSpot Sandbox environment, you can authenticate that account as well. Walnut does not provide a Sandbox account for testing purposes.

Once the requested permission to integrate is approved, the integration setup is complete.

Within HubSpot, you will need to ensure that Walnut notifications are selected in the activity filters.

You can enable or disable the integration at any time after the setup has been completed. Simply use the toggle to turn the integration on and off.

Once you’ve enabled the integration, it will be available for all Walnut users in your organization. Any user that creates a demo will be able to connect it to a specific lead or in HubSpot, and thus get updates directly each time their demo is viewed.

Important To Note 📝

• Key benefits of integrating Walnut and HubSpot include:
  • Viewing demos data & engagement per deal to get a full picture of your deal's progress.
  • Match your Walnut demos to your customer lifecycles, giving direct sellers clear guidance for when to use each demo.
  • Locate your demo within Walnut by using your CRM data.
    
    
• Only Walnut Admins can enable and edit the HubSpot integration. Ensure that your admins have read and write permissions within HubSpot.
  
  
• Creating a new deal must be done exclusively through HubSpot and not via Walnut.
  
  
• Walnut will make API calls to HubSpot in the following three instances. We will notify you if the API access is disabled.
  • When a deal search is performed during demo creation {{Calls made: Search deal}}
  • When a deal is selected during demo creation {{Calls made: Get HubSpot owner, Get deal stage, Get deal associations, Get company}}
  • Each time a demo connected to a deal is viewed {{Calls made: Create task, Associate task with deal}}
    
    
• Deal ID, Deal name, Deal stage, Deal owner, Inserted at, and Updated at are the only data points processed and displayed by Walnut.

Walnut uses a 3rd-party to enable the integration with HubSpot. Walnut may change and add new tools in the future. Contact support@walnut.io for more information.