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Connect ShowFloor to HubSpot

ShowFloor logs each proposal update on the matching HubSpot contact and deal. When a proposal is sent, viewed, or accepted, a note appears with the proposal name and link, and ShowFloor can move the deal to the stage you choose.

Connect HubSpot

What you need

  • A ShowFloor account. The connection works on every plan.
  • A HubSpot account you can install apps on.

Set it up

  1. 1

    Open Settings > Integrations in ShowFloor

    Find HubSpot in the list and press Set up.

  2. 2

    Press Connect HubSpot and approve access

    Pick your HubSpot account and approve on HubSpot's screen. You come back to ShowFloor already connected. ShowFloor never asks you to paste a token.

  3. 3

    Check a match

    ShowFloor finds the contact and deal by the customer's email. Under Preview a HubSpot match, enter an email to see what it finds, and save the match if you want to lock it in. If more than one deal could fit, the update is skipped for review rather than guessed.

  4. 4

    Choose your updates

    Switch on HubSpot updates and pick which proposal events become notes: sent, viewed, or accepted. To move deals automatically, open Advanced stage moves and add your stage IDs. Only activity from that point on is added. Older proposals are not sent.

What ShowFloor can see and do in HubSpot

Reads

  • Contacts: email, first name, and last name, to find the customer
  • Deals: name, pipeline, stage, and amount, to find the right deal

Writes

  • A note on the contact and deal, with the proposal status, name, and link, the customer name and email, and your company name
  • The deal stage, only if you turn stage moves on

Never

  • Delete anything in HubSpot
  • Edit a contact or a deal amount
  • Email your customer from HubSpot

Your sign-in is stored encrypted and used only to deliver the updates you turn on. See the privacy policy for details.

Common questions

An update says it was skipped

ShowFloor could not find one clear contact and deal for that email. Check that the deal is associated with the contact in HubSpot, then preview the match in ShowFloor.

ShowFloor shows Reconnect HubSpot

HubSpot's sign-in ended, or the app was uninstalled in HubSpot. Press Reconnect HubSpot. Your matches and settings are still there.

How do I disconnect?

In ShowFloor, open Settings > Integrations > HubSpot and press Disconnect HubSpot. That deletes your HubSpot sign-in and saved matches from ShowFloor. You can also uninstall the app in HubSpot under connected apps, which stops ShowFloor from writing. Notes already added stay in HubSpot.

Still stuck? Email [email protected].