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HubSpot

Learn how to connect and set up your HubSpot account with iClosed

Updated over 2 months ago

HubSpot integration is available to Business/Enterprise users


Connecting HubSpot with iClosed

Navigate to Integrations page and do the following steps:

  • Click on the "Connect" button to get started.

  • A new window will appear from which you'd need to take following steps:

    • Enter HubSpot account login information

    • Click on the "Connect App" button to complete connection
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  • If everything is connected, a confirmation message will appear that integration is successful. If not, please repeat the above steps and make sure that your Hubspot account is connected and ready to use in iClosed.


Understand default fields that will be sent to HubSpot

By default, iClosed will automatically send below mentioned data to HubSpot, but in case you would like to map custom fields, you will be able to do that as well.
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Here's what's going to be mapped and sent to Hubspot automatically:

  • Contact Details

  • Call Details

  • Deal Details

  • Call Outcome

  • Call Rescheduling

  • Call Cancellation

Contact statuses in iClosed will be mapped to:

HubSpot column Life Cycle

HubSpot column Lead Status


Custom Field Mapping

Custom field mapping between iClosed and HubSpot allows you to send specific data, such as Event Details or custom information collected from contacts, with corresponding fields in HubSpot.

If you'd like to map your iClosed Invitee Questions (event custom fields) to HubSpot custom fields, you have two options available:



Have iClosed Automatically Create and Map Fields

With this option, iClosed will handle the entire setup and mapping process between iClosed and HubSpot.

iClosed will automatically create the necessary custom fields in HubSpot and map relevant data from iClosed to those fields. This includes key information such as:

  • Event details

  • Contact information

  • Invitee questions & answers

  • And any other custom field you've added as invitee question to the scheduler form


Manually Map Custom Fields

Here's how to manually map iClosed data to your custom HubSpot fields:

Mapping Default Event Fields:

These are the standard fields iClosed provides for events and calls.

You can choose to map these to your custom fields in HubSpot:

  • Event Name

  • Invitee Email

  • Closer (User) Email

  • Scheduled Call Time

  • Closer Owner

  • Meeting Link

  • Invitee Time zone

  • Closer Time zone

Here's a quick walkthrough video.

Mapping Invitee Questions (Event Custom Fields):

These are the invite questions (event custom fields) and in case you would like to map them with HubSpot fields as well, follow this step-by-step guide:

  1. Navigate to "Add mapping" button

  2. Select iClosed custom field from the drop down menu

  3. Select HubSpot field to map with

  4. Hit "Map with" button

  5. Make sure to Save Changes on the top right of your screen

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