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The HubSpot integration enables a seamless connection between Fynn and HubSpot to create quotes from Fynn as deals in HubSpot and synchronize them with the pipeline. Additionally, contacts are synchronized, and status information about signed documents and views is displayed in the deal pipeline. You can also create a quote directly on a contact/company in HubSpot. Learn more about the features of the HubSpot integration and how to use it in Fynn:

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Benefits

  • Create deals from quotes: With the HubSpot integration, you can create quotes from Fynn directly as deals in HubSpot and synchronize them with the pipeline to optimize the sales process.
  • Synchronization of contacts: The integration synchronizes contacts between Fynn and HubSpot to ensure that your customer data is always up to date.
  • Synchronization of status information: Status information about signed documents and views is synchronized as timeline events so that your team can track the progress of customer interactions.
  • Direct quote creation in HubSpot: You can also create a quote directly on a contact/company in HubSpot to make the sales process even more efficient.
This integration is only available in combination with the Quotes addon.

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Connect HubSpot

1

Open settings

Open the settings in Fynn under “Settings” and click on “CRM”.
2

Connect HubSpot

Click “Connect HubSpot” and log in with your HubSpot account. You will now be redirected to HubSpot to grant Fynn the required permissions.
Connect HubSpot
3

Grant permissions

Click “Approve” to grant Fynn the required permissions.After you have granted the permissions, you will be redirected back to Fynn and the integration is complete.
4

Configure pipeline and stages

After you have granted the permissions, you can configure the pipeline and stages that you want to synchronize with HubSpot.
Select the pipeline in which the deals from Fynn should be created.
When a quote is sent to recipients in Fynn, the deal in HubSpot will be moved to this stage.
When a quote is signed by a recipient in Fynn, the deal in HubSpot will be moved to this stage.
When a quote is rejected or canceled by a recipient in Fynn, the deal in HubSpot will be moved to this stage.
Configure pipeline and stages
5

Setup completed

The HubSpot integration is now successfully set up and you can create quotes from Fynn directly as deals in HubSpot and synchronize them with the pipeline.

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Create Quotes / Deals

To create quotes from Fynn as deals in HubSpot, see the Quotes section.

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Billing progress in HubSpot

In HubSpot you can see a billing progress card on every contact and company record: how much has already been invoiced for that customer and, for contracts with a fixed total volume, how much is still outstanding. For individual subscriptions there is an additional progress view at the subscription level. For open-ended subscriptions without a fixed contract volume, only the amount already invoiced is shown. There is no meaningful target amount to display.
The card appears automatically in the sidebar as soon as invoices exist for the customer in Fynn.