With the HubSpot integration, HubSpot deals can automatically be created when there's a new order in Accelevents. The deal can include line items, and you can map other fields like the order number, ticket numbers, and even the tracking link used for the purchase. You can also automatically associate the attendee contact records with the deal. In this article, we'll discuss how to enable the HubSpot deals, learn what fields will auto-populate, and what other optional features you can include in the deal.
Enable HubSpot Deals
After setting up your HubSpot integration, you can start setting up the Deal Properties in Settings > Integrations.
Go to Settings > Integrations in your admin console
Click Configure under HubSpot
Enable HubSpot Deal Object
Select the Pipeline and Stage from the dropdowns
Click Save
Deals will be created in HubSpot whenever there is a new order. These are the deal properties that will be updated:
Deal Property |
|
Deal Name | This will include the event name, buyer name, and the ticket name or "multiple" if multiple items are in the order. |
Amount | This will show the total amount for the transaction |
Close Date | This is the date of the transaction. |
Stage | The deal will fall under the stage you indicated in the setup. |
Pipeline | The deal will fall under the pipeline you indicated in the setup. |
Line Items | This will show the ticket name, quantity, and price. |
Associate the Attendee Contact Records with the Deal
In the same configure menu, turn on the toggle to Associate the attendee's contact record with the deal if you want the attendee's contact record to be automatically associated with the deal.
The next items below are optional settings,
allowing you to add more information to the deal.
Create and Associate the Buyer Contact Record with the Deal
You can associate the ticket buyer's contact record with the deal in addition to associating the attendee's contact record with the deal. Turn on the toggle to Create a new contact for the ticket buyer. This will create a contact for the ticket buyer and associate the contact with the deal if you enabled the deals feature.
In this example below, all attendee contact records and the ticket buyer contact record are associated with the deal.
Map Deal Properties
You can map the fields below in the Deal Field Mapping section. As these are not default HubSpot properties, you'll need to create matching deal properties in HubSpot.
Accelevents Fields |
|
Order Id | This is the order number in Accelevents.
This should be mapped to a number field in HubSpot. |
Ticket Id | This field will show all the ticket numbers in the order, separated by a comma.
This should be mapped to a single-line text field in HubSpot. |
Refund Amount | This field will show the total refund amount in the order. This should be mapped to a number field type in HubSpot.
This should be mapped to a number field in HubSpot.
Note: To have the refund amount show, it is also required to map the Order Id field. |
Tracking Link | This field will show the tracking link name if a tracking link was used for the transaction.
This should be mapped to a single-line text field in HubSpot. |
Coupon Code | This field should show the discount code used in the transaction.
This should be mapped to a single-line text field in HubSpot. |
Access Code | This field should show the access code used in the transaction.
This should be mapped to a single-line text field in HubSpot. |
Payment Type | This field should show the transaction type of a payment.
This should be mapped to a single-line text field in HubSpot. |
Note: A deal will also be created if the transaction is only an add-on purchase
Map Deal Line Items: HubSpot Products
If you have HubSpot Products, you can show those products as line items in the deal. Instead of showing the ticket type or add-on name in the deal's line items, it will show the HubSpot product name.
Bonus Feature: Assign HubSpot Team Members as Deal Owners
To automatically assign a deal to the person who closed it, you must assign a tracking link to each person selling and add them as HubSpot team members.
Here's how it works: When someone places an order using a tracking link, it automatically makes a deal, and the person who gets the deal assigned to them is the same HubSpot team member who owns the tracking link.
For the team member and the link to match, the link must have the first name and last name of the team member. Please note this will only work if the team member has only 1 first name and 1 last name. If there are any extra names, it will not work. See example below:
HubSpot Team Member Name | Tracking Link Name | Will the team member be assigned as deal owner? |
Ann Smith | annsmith | Yes |
Ann Smith | smithann | No |
Ann Marie Smith | annmariesmith | No |
Ann Marie Smith | annsmith | No |
Ann Marie Smith | mariesmith | No |
Ann Smith Sr | annsmith | No |
Ann Smith Sr | annsmithsr | No |
If you also enabled the toggle to Create a new contact for the ticket buyer, the owner of the contact associated with the deal will be the same team member.
