HubSpot

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Overview

HubSpot’s CRM platform has all the tools and integrations you need for marketing, sales, content management, and customer service. Stigg’s native integration with HubSpot enables automatic propagation of changes from the Stigg platform to HubSpot, including: changes to the product catalog (product, plans and add-ons), customers and subscriptions.

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Entity mapping

Stigg entities are mapped to HubSpot entities as follows:

Stigg entity	HubSpot entity
Feature	N/A
Product	N/A
Plan	Product
Add-on	Product
Coupon	N/A
Customer	Contact, Company
Subscription	Deal

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Entities that are not synced to HubSpot

Stigg Entity	Not synced to HubSpot when…
Plan	The HubSpot account is not on the Professional or Enterprise plan
	The plan is free
	The plan has a custom price
Add-on	The HubSpot account is not on the Professional or Enterprise plan
	The add-on has a custom price
Subscription	The subscription is for a free plan
	The subscription is for a plan with a custom price

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Required permissions

Stigg’s integration with HubSpot requires the following HubSpot permissions, which you’ll be asked to grant when setting up the integration:

1. Manage and view your CRM data
   1. View details about property settings for contacts.
   2. Create, delete, or make changes to property settings for contacts.
   3. View properties and other details about line items.
   4. Create, delete, or make changes to line items.
   5. View properties and other details about contacts.
   6. Create, delete, or make changes to contacts.
   7. View properties and other details about companies.
   8. Create, delete, or make changes to companies.
   9. View properties and other details about deals.
   10. Create, delete, or make changes to deals.
2. Access to e-commerce
   1. This includes access to e-commerce features - this permission is required for propagation of your pricing to the HubSpot product catalog.
3. Create or modify all your CRM data through bulk imports
   1. This app can import records into your CRM - including creation of new records or modification of any of your existing records for all CRM data types (contacts, companies, deals, tickets, etc.). This doesn’t include archiving or deleting any data.

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Setting up the integration

In the Stigg app, under the Settings > Integrations > Apps section, select the HubSpot connector. Click “Connect with HubSpot”. You’ll be redirected to HubSpot in order to complete the integration process. If needed, sign in to HubSpot. If you have access to multiple HubSpot accounts, select the account that will be integrated with Stigg. When asked, grant Stigg the permissions in HubSpot that are required for the integration. Once all of the integration steps on the HubSpot side are completed, you’ll be redirected back to Stigg.

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Indication for synced entities

In the Stigg app, entities that are synced from Stigg to HubSpot have a clickable “CRM ID” property with a HubSpot logo next to it and indication of their sync status (successful, failed, will not be synced). When attempting to add or edit entities that are synced to HubSpot, there will be an indication that the change will also be reflected HubSpot.

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Accessing HubSpot entities from Stigg

In the Stigg app, clicking on the link of the “CRM ID” property will open the relevant entity in HubSpot.

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Accessing Stigg entities from HubSpot

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Plans and add-ons

Click on the “Settings” cog icon in the top-right corner. In the opened screen, click on Data Management > Objects > Products. Select the relevant product. In the opened side-bar, scroll down to the Stigg metadata section. Navigate to the URL that appears under the Stigg entity property.

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Customers

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Add the Stigg metadata properties to your contact and company views

In HubSpot, open the Contacts > Contacts screen. Select a contact for the list. In the left details pane, under the About this contact section, scroll down until you see the “View all properties” button. Scroll down to the Stigg metadata section. Hover on the below entities and click on Add to your view:

1. Stigg ID
2. Stigg entity

Repeat the same process for entities under the Contacts > Companies screen.

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Opening the Stigg entity from the contact view

In HubSpot, open the Contacts > Contacts screen. Select a contact from the list. In the left details pane, under the About this contact section, scroll down until you see the Stigg entity property. Click on the link icon that appears when hovering on this property.

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Opening the Stigg entity from the company view

In HubSpot, open the Contacts > Companies screen. Select a contact for the list. In the left details pane, under the About this company section, scroll down until you see the Stigg entity property. Click on the link icon that appears when hovering on this property.

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Subscriptions

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Add the Stigg metadata properties to your deal view

In HubSpot, open the Sales > Deals screen. Select a deal from the list. In the left details pane, under the About this deal section, scroll down until you see the “View all properties” button. Scroll down to the Stigg metadata section. Hover on the below entities and click on Add to your view:

1. Stigg ID
2. Stigg entity
3. Subscription status
4. Cancelation date
5. Trial end date

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Opening the Stigg entity from the deal view

In HubSpot, open the Sales > Deals screen. Select a deal from the list. In the left details pane, under the About this deal section, scroll down until you see the Stigg entity property. Click on the link icon that appears when hovering on this property.

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Removing the integration

To remove the integration, in the Stigg app, under the Settings > Integrations > Apps section, select the HubSpot connector. Click on the dotted menu icon and select the “Remove” action. Confirm the action by clicking on the “Remove” button in the opened modal.

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Known limitations

1. The integration currently only supports propagation of data from Stigg to HubSpot, and not the other way around. Specifically, when a deal is closed in HubSpot, it’s not currently possible to link it to a subscription in Stigg.
2. All deals are currently synced to the default sales pipeline.
3. When a plan’s or add-on’s price is updated in Stigg and the change is set to affect existing customers, the deal amount of existing customers in HubSpot is not automatically updated.
4. When customers are subscribed to a usage-based plan, the deal amount in HubSpot is not currently updated according to the customer usage and will remain at 0.