HubSpot Integration

HubSpot Integration Overview

The HubSpot integration works with Deals and contacts can be set to trigger based on either bookings or complete purchases.

Prerequisites for Data Transfer to HubSpot

• Payment Status: The purchase must be paid.
• Customer Identity: The customer must not be anonymous (Anonymous purchases made via the Admin Panel, even if paid, will not trigger a deal).

Trigger Types

Booking Trigger

• When set to trigger by bookings, the integration will only create data for line items that are bookings.
• For example, if a purchase includes multiple line items such as top-ups, drinks, and bookings, only the bookings will be considered and sent to HubSpot.

Purchase Trigger

• When set to trigger by purchases, the integration will create a comprehensive data pack that includes all line items within the purchase, such as top-ups, drinks, and bookings.

Synchronization

Deals

• YGB Bookings/Purchases will be synchronized to HubSpot Deals.

Customers

• YGB users will be synchronized to HubSpot Customers.
• If a user’s details are updated in YGB, the corresponding HubSpot customer will be updated as well.
• If it is the first interaction with the user, a new customer will be created in HubSpot.
• By default, we are synching: first name, last name, and email address.

Data Flow

For simplicity, let's consider the integration based on purchases:

1. Purchase Creation: A customer (via the booking side) or an admin (via the admin side) creates a purchase.
2. Customer Assignment: The purchase is assigned to a customer.
3. Payment Confirmation: Once the purchase is paid, the information is sent to HubSpot.
4. Customer Synchronization: If the customer is new, they are created in HubSpot and linked with the purchase.

Additional Properties and Customization

• • HubSpot offers numerous additional properties that can be integrated.
  • For instance, we can set up pipelines or dealstages to indicate if a booking happened or was canceled.
  • Various properties for contacts can also be customized to fit the needs of the integration.