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    SaaSify Hubspot Integration Setup
    • 14 Mar 2025
    • 2 Minutes to read
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    Contents

    SaaSify Hubspot Integration Setup

    • Updated on 14 Mar 2025
    • 2 Minutes to read
    • Print
    Article summary

    In this Article

    This article describes the steps that are required to establish a connection between HubSpot CRM and SaaSify platform.

    Prerequisites

    • SaaSify PSM will provide the following information as part of the configuration:

    1. Client ID

    2. Client Secret

    3. Authorize URL

    4. App ID

      Note:
      The SaaSify HubSpot App is created in the HubSpot Developer Account of SaaSify and is fully managed by SaaSify.

    Configuring Hubspot App Creds in SaaSify

    Please follow the below steps to update the details in SaaSify: 

    1. Login to SaaSify using the Publisher Admin credentials 

    2. Navigate to Settings --> Integrations

    3. Select HubSpot from the left-hand panel

    4. Following fields are already configured by SaaSify team. Do not make changes to them. 

      1. Client Id 

      2. Client Secret 

      3. Enable ‘Allow Write-Backs to HubSpot’ 

      4. Authorize URL 

      5. App Id

    5. Update the below fields:

      1. Select the Seller Account from the drop-down that has Co-sell API capability enabled

      2. Portal Id (You can find the Portal Id in the URL of the HubSpot Account or in the Profile) 

    6. Click on Save. You should see a confirmation message: “Configuration saved successfully” 

    7. Click on Validate 

    8. You will now be redirected to authenticate the HubSpot credentials 

    9. Select the HubSpot Account from the list that is used to manage the Deals. Eg: Refer below screenshot: 

    10. Click on Choose Account 

    11. Review all permissions and click Connect App 

    12. Once the validation is successful and connection is established, you should see a message “Thank you for validating the HubSpot credentials” and get redirected back to SaaSify 

    Creating ACE without Deal in Hubspot

    Creating ACE without Deal in Co-sell management will help us in tracking and managing

    • AWS Referrals / ACE Originated (AO) Co-sells à All the Invitations that are shared by ACE Team will be visible by default under ACE without Deal. 

    • Partner Referrals / Partner Originated (PO) Co-sells à All Partner Originated Co-sell opportunities that are created directly in ACE Partner Central and have no Deal IDs linked to it will also be visible by default under ACE without Deal. 

    Please follow the below steps to add ACE without Deal:

    1. Login to HubSpot 

    2. Navigate to CRM --> Deals 

    3. Click Create deal 

    4. Provide Deal name as ‘ACE without Deal’ 

    5. Click Create. 

    Adding SaaSify Hubspot App as a Card

    Adding the Card SaaSify HubSpot App to Deals will help us manage Co-sell opportunities. Please follow the below steps:

    1. Login to HubSpot 

    2. Navigate to Settings on the top-right corner 

    3. Navigate to Account Management --> Integrations 

    4. Click Connected Apps 

    5. You should be able to see an installed SaaSify HubSpot App. Click on the name of the installed App 

    6. Click Add to Deal in the installed app 

    7. Click Default view and you will be redirected to a new window 

    8. In the Default view layout, click on + to create a new tab 

    9. Add a name as per your requirement. For example: add SaaSify Co-sell 

    10. Click on Done 

    11. Click on Add cards

    12. Click Apps 

    13. Enable the SaaSify HubSpot App

    14. Close the card window. 

    15. Now you can see the SaaSify HubSpot App card added to the Default view 

    16. Click on Save and exit.

    Once the above steps are performed, the new tab: SaaSify Co-sell with the SaaSify HubSpot App (card) will be shown in all the Deals. You can now manage all your Co-sell opportunities through HubSpot with this tab. 

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