HubSpot: Deals and Pipelines

Beyond prospects and activity, Buzz also keeps your deals and pipelines in sync with HubSpot. This article explains how to create deals, manage pipelines, and covers important field-mapping and troubleshooting notes.

How to Add Deals

Adding deals to HubSpot is quick and intuitive:

1. Find your prospect in the Inbox.

2. Select the prospect you would like to add to your CRM.

3. Click on the + New deal from the Profile Card under CRM deals.

4. Choose HubSpot as the platform, configure the deal stage, then enter the deal name, value, and currency.

5. Click Create.

Another Way to Add Your HubSpot Deals

To add your deals using an alternative method, navigate to the Pipeline tab on your dashboard. Once there, select Hubspot from the dropdown menu found at the top of the page.

Next, hover over the screen and click on + Add Deal:

Complete all the required fields, including the deal name, pipeline, stage, amount, owner, probability, and status.

Be sure to also add the relevant prospects and companies. Once all the information is filled out, click Create to finalize the deal.

Your deal will be instantly synced between Buzz and HubSpot. Changes to deal status, stage, value, or other details will update automatically in both platforms.

If for some reason you do not see them reflected on Buzz Pipeline, try refreshing your deals by going to the Pipeline tab and clicking the synchronization button in the top right corner.

A Few More Things

• You can link multiple CRMs to a single Buzz account.

• If you manage several pipelines in HubSpot, each will sync with Buzz. You can assign deals to specific pipelines manually.

• When a deal is created in HubSpot, data from the prospect’s contact info is transferred.

The list of the fields (prospect data) that are exported from Buzz to HubSpot:

For all profiles:

full_name:

last_name:

first_name:

email:

work_email:

phone:

enriched_phone:

company:

lead_source: (optional)

enriched_email:

position:

labels:

campaign_name:

campaign_status:

campaign_id:

For Social profiles, these fields are included in addition to the ones listed above:

social_url:

location:

If syncing has failed, correcting the field type will resolve the issue. To update it in HubSpot:

1. Go to Data Management > Properties;

2. Select the relevant property;

3. Under Manage, click Field Type;

4. Choose Single-line Text.

Once corrected, your prospects will begin syncing as expected.

Managing the Lead Source Field

In Buzz, you can choose whether the Lead Source field is pushed to your CRM when prospects sync.

This field can sometimes cause sync issues if it isn’t configured correctly. For example, if the Lead Source property in HubSpot is set to anything other than single-line text, the entire sync may fail.

To prevent this, Buzz allows you to control whether the field is sent:

• In Integration Settings – toggle the option on or off:

• During Manual Pushes – choose whether to include the field each time you push prospects manually: 

With Buzz’s HubSpot integration, managing your deals has never been easier. Take full advantage of the two-way synchronization to ensure your pipeline is always up to date.

If you have any questions, please feel free to contact our Customer Support team.