HubSpot

HubSpot is a powerful CRM system, it gives great capabilities to manage your sales process. HubSpot and MRPeasy can work seamlessly together via Zapier, so that sales are done in HubSpot and production, inventory, and purchasing management, and order fulfillment is done in MRPeasy.

How to import deals from HubSpot to MRPeasy?

Integration between HubSpot and MRPeasy must be configured in Zapier.

Integration between HubSpot and MRPeasy

1. Set up the trigger

  1. Choose the app HubSpot and select the event New Deal in Stage.
  2. Select your HubSpot account.
  3. Select the pipeline and stage.
Find deal in HubSpot

2. Load customer details

  1. Choose the app HubSpot and select the action Find Company.
  2. Select your HubSpot account.
  3. Enter the first search property name Company information: Company ID (hs_object_id).
  4. Enter the first search property value Associated Company Ids.
Get company details in HubSpot

3. Get the list of products

3.1. First, it is needed to get IDs of products.

  1. Choose the app HubSpot and select the action Find Associations.
  2. Select your HubSpot account.
  3. Enter the ID of the object you want to search: Deal ID.
  4. Select the type of the object: Deal.
  5. Select the number of associations: One.
  6. Select the object being associated: Line Item.
Get list of products in the deal

3.2. Next, prepare IDs of products to request product details.

  1. Choose the app Code by Zapier and select the action Run Javascript.
  2. Enter the input data line_items: Deal To Line Item
  3. Ask code from MRPeasy Support by opening a support ticket.
Get IDs of products

3.3. Load product details.

  1. Choose the app HubSpot and select the action Find Line_item in HubSpot.
  2. Select your HubSpot account.
  3. Enter the first search property name Object ID (hs_object_id).
  4. Enter the first search property value Hs Line Id.
Load products

3.4. Temporarily save details of all products.

  1. Choose the app Code by Zapier and select the action Run Javascript.
  2. Enter the input data
    sku: Line item information: SKU
    quantity: Price: Quantity
    price: Price: Net price
    deal_id: Deal ID
    line_item_ids: Deal to Line Item
  3. Ask code from MRPeasy Support by opening a support ticket.
  4. In Code, enter a unique STORE_KEY. Please copy a unique UUID version 4 from https://www.uuidgenerator.net/version4.
Save loaded products

3.5. Pass products to the next stage.

  1. Choose the app Filter by Zapier.
  2. Configure the following condition: Only continue if ID exists.
Pass products to MRPeasy

4. Create a customer order

  1. Choose the app MRPeasy and select the action Create Customer Order.
  2. Select your MRPeasy account.
  3. Enter the input data:
    Reference: Deal information: Deal Name
    Customer Name: if you want to import customer details, use Company information: Name. If you want to import orders anonymously, please enter any text (e.g. HubSpot customer).
    Shipping - Company: Company information: Name
    Shipping - Street Line 1: Company information: Street Address
    Shipping - Street Line 2: Company information: Street Address 2
    Shipping - City: Company information: City
    Shipping - State: Company information: State/Region
    Shipping - Postal Code: Company information: Postal Code
    Shipping - Country Code: Company information: Country/Region
    Shipping - Phone: Company information: Phone Number
    Lines - SKU: Lines Sku
    Lines - Quantity: Lines Quantity
    Lines - Total Price: Lines Price
Create a customer order in MRPeasy
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