Hubspot

The HubSpot integration will allow you to automate the process of accounting from a Closed Won deal to create invoices and revenue recognition in Rillet. By connecting Rillet with HubSpot, you are able to sync Companies, Products and Deals in HubSpot to automatically create Customers, Products and Contracts in Rillet.

Before you begin, ensure you can access your HubSpot and Rillet accounts. Users connecting to HubSpot will need App Marketplace access in their permission set.

To Connect HubSpot to Rillet:

There are two ways to access the HubSpot integration:

Launchpad: Access the HubSpot integration through the Browse Integration section from the Launchpad.
Organization Settings:
1. Click your company logo in the lower-left corner of the screen.
2. Go to Organization Settings > Integrations.
Under CRM, select HubSpot > Not Connected.
Click Connect to begin the integration process.
Complete the normal flow to connect your HubSpot instance.
Enter the Required Information for Synchronization Settings:
1. Sync Data from: Specify the date you want to start syncing deals. All deals with a close date on or after this date will be synced automatically into Rillet.
2. Revenue Account: The default revenue account for all new products synced from HubSpot. You can change this on individual products.
3. Default Product for imported deals: Select a product that will be the default if you do not use deal line items. This product is just a fallback for deals without line items.
4. Custom Hubspot field name for deal start date (Optional but recommended): The start date of the contract term. This is typically a custom field on HubSpot deals.
  1. This can be found within "Deal properties" (example below)
5. Custom Hubspot field name for deal end date (Optional but recommended): The end date of the contract term. This is typically a custom field on HubSpot deals.
  1. This can be found within "Deal properties" (example below)