Hubspot Integration Overview
MonetizeNow integrates seamlessly with HubSpot to give your sales team a unified view of accounts, contacts, products, and quotes. With this connection in place, you can create and manage quotes directly from HubSpot deals, keep data consistent across both platforms, and surface key MonetizeNow information through HubSpot CRM cards.
This section of the documentation is divided into two key articles:
HubSpot Configuration Guide
This guide walks you through the setup process for connecting MonetizeNow with your HubSpot Professional or Enterprise account. It covers:
How to establish the connection between the two systems.
What data automatically syncs from MonetizeNow into HubSpot (companies, contacts, products, quotes, and quote line items).
How to enable MonetizeNow CRM cards inside HubSpot, so your team can view contracts and quotes directly from company or deal records.
The custom fields that MonetizeNow provisions in HubSpot to support the integration.
Read the HubSpot Configuration Guide →
Hubspot Field Mapping
Once the integration is set up, this article explains how information flows between MonetizeNow and HubSpot. It outlines:
Which system is the source of truth for different objects (like accounts, contacts, deals, and quotes).
How updates are handled when changes are made in either platform.
Special scenarios, such as how deals and quotes stay linked together, or how legal entities are managed.
Updated about 4 hours ago