Hubspot
I don't see X data. Where is it?
What data is synced between MonetizeNow and Hubspot? When?
How do HS Deals get associated with MonetizeNow Quotes?
Does MonetizeNow allow setting Legal Entity from Hubspot for a Deal?
I don't see X data '/ X data is stale. Where is it?
Please follow the following process to investigate the update process for a specific piece of data.
- If missing from MonetizeNow (i.e. Hubspot is the Source of Truth for the data).
- For a Deal, ensure that the Primary Quote is in a Draft state. Only Primary Quotes in the Draft phase will have Opportunity details updated in MonetizeNow.
- For a Company or Contact, please review the 'LastSyncDate' field for the Record in Hubspot and ensure there is no recent value in the 'SyncError' Field. Following that, please toggle the 'EnableSync' field to force an update to MonetizeNow.
- If missing from Hubspot (i.e. MonetizeNow is the Source of Truth for the data).
- For Quotes, ensure that the PrimaryQuote for the deal is set correctly. It is possible the deal is connected to a different quote than the one being reviewed (often when a rep is making multiple offers to an end-customer).
What data is synced between MonetizeNow and Hubspot? When?
Hubspot to MonetizeNow
Hubspot is the source of truth for the following records and shares the outlined data to MonetizeNow. MonetizeNow will only write to specified fields that it owns on these records, detailed below.
Record | When Hubspot updates show up in MonetizeNow |
|---|---|
Company | Instantly. After any update to a monitored field (see table below). |
Contact | Instantly. After any update to a monitored field (see table below). |
Deal | Only prior to Quote creation. Note Deal data itself is not stored in MonetizeNow. Instead, Deals are used to organize and pre-populate Draft Quotes in MonetizeNow. Conversely, as Quotes progress past the Draft state, MonetizeNow will own updating the Deal. |
MonetizeNow to Hubspot
MonetizeNow is the source of truth for the following records and shares the outlined data to Hubspot.
| Record | When MonetizeNow updates show up in SFDC |
|---|---|
| Company (Select Fields) | Instantly. After any update to a monitored field (see table below). |
| Contact (Select Fields) | Instantly. After any update to a monitored field (see table below). |
| Deal (Select Fields) | Instantly. After any update to a monitored field (see table below). |
Hubspot Monitored Fields (Hubspot is the Source of Truth)
| Record | Field |
|---|---|
| Company | name |
| Company | vat_registration_number |
| Company | company_registration_number |
| Company | billing_language |
| Company | e_invoice_endpoint_id |
| Company | e_invoice_endpoint_scheme |
| Company | address |
| Company | address2 |
| Company | city |
| Company | state |
| Company | zip |
| Company | country |
| Company | invoice_address |
| Company | invoice_address2 |
| Company | invoice_city |
| Company | invoice_state |
| Company | invoice_zip |
| Company | invoice_country |
| Company | +Any Other Desired Fields* |
| Contact | firstname |
| Contact | lastname |
| Contact | |
| Contact | phone |
| Contact | +Any Other Desired Fields* |
*MonetizeNow will monitor any additional fields explicitly defined as a Custom Field. These are data elements can be used for Approval Rules, Conditional Logic, Quote Terms, Finance IDs, manage Ship To vs. Bill To Contacts, and what ever else you can imagine. Click here to learn more about setting up custom fields.
Note MonetizeNow supports creating and updating Company and Contact data directly in MonetizeNow, however, when used with a CRM such as Hubspot, we advise against it, to keep processes simple and data flows clean.
Hubspot Monitored Fields (MonetizeNow is the Source of Truth)
| Record | Field |
|---|---|
| Company | monetizeId |
| Contact | monetizeId |
| Deal | opportunityId |
| Deal | quoteId |
| Deal | quoteType |
| Deal | quoteStatus |
| Deal | quoteARR |
| Deal | quote Incremental ARR |
| Deal | quoteMRR |
| Deal | quote Incremental MRR |
| Deal | contractEndAction |
| Deal | contractStatus |
| Deal | contractStartDate |
| Deal | contractEndDate |
| Deal | previousContractID |
| Deal | +Any Other Desired Fields* |
How do Hubspot Deals get associated with MonetizeNow Quotes?
No matter how you want to run your business. MonetizeNow ensures your CRM is fully informed and connected to the latest information in MonetizeNow. There are three primary ways this happens:
- A HS Deal Already Exists and "Create Quote" is selected on the HS Deal.
- A MonetizeNow Quote is created
- The MonetizeNow Quote is automatically associated with this Deal.
- The MonetizeNow Quote with allow you to associate this Quote with an existing contract to have a Deal reflect an Amendment or a Renewal.
- A MonetizeNow Contract Already Exists and clicking "Amend" or "Renew" on the Contract Card in HS.
- A MonetizeNow Quote is created
- A HS Deal is created
- The MonetizeNow Quote is automatically associated with the HS Deal.
- The MonetizeNow Quote is automatically connected to the existing Contract
- Nothing currently exists and a Quote is created directly from MonetizeNow.
- A MonetizeNow Quote is created
- A HS Deal is created
- The MonetizeNow Quote is automatically associated with the HS Deal.
- The MonetizeNow Quote with allow you to associate this Quote with an existing contract to have a Deal reflect an Amendment or a Renewal.
Does MonetizeNow allow setting Legal Entity from Hubspot for a Deal.
Yes, we support that. For that, first, you need to configure Legal Entities in HubSpot. Things to note:
- Make sure that it is a "mandatory" field
- To see the legal entity easily for a Deal, have it show up under the "About this Deal" card.
Then, above entities need to be mapped to Legal entities that are configured in MonetizeNow. Note that you can configure the Legal Entities in MonetizeNow as a first step as well.
Now, we will test how the Legal entity will flow from Hubspot to MonetizeNow for a new deal.
Can I change the Legal Entity for a Deal after the quote has been created?
Yes. To do this, first the sales rep needs to change the legal entity on the deal and then hit "create quote" in the MonetizeNow card. The new quote will belong to the new legal entity.
Updated 5 days ago