HubSpot Connector

What is the HubSpot Connector?

The HubSpot Connector enables Frisbii Transform customers to synchronize customer and contract data between HubSpot and Frisbii Transform. Customer data can be adjusted directly in HubSpot. Deal management actions are also available. This reduces effort for duplicate maintenance of data and enables Frisbii Transform customers to design processes seamlessly and effectively across system boundaries.

With the HubSpot Connector you are able to automate recurring billing while managing your customer base in HubSpot and your sales representative can furthermore work within their familiar HubSpot environment.

Prerequisites

• In order to use the Frisbii Transform HubSpot Connector, you need at least a HubSpot Professional plan or above.

• You need the Frisbii Transform Client ID and Frisbii Transform Client Secret.

• You need the Frisbii Transform Public API Key.

• In HubSpot a contact must be created with following entries:

  • First Name

  • Last Name

  • Email

  • Phone Number (optional)

• In HubSpot a company must be created with following entries:

  • Company Name

  • Locale

  • Country

  • Street

  • House Number

  • Postal Code

  • Address line 1 (optional)

  • Address line 2 (optional)

  • VAT ID (optional)

  • Default Bearer Medium (for document dispatch, optional)

  • Destination Country (optional)

  • Frisbii Transform customer external id (optional)

Generating Frisbii Transform Client ID and Frisbii Transform Client Secret

You have to generate a Frisbii Transform Client ID and Frisbii Transform Client Secret to connect Frisbii Transform with 3rd party applications.

1. Click on your email address > Settings in the top right corner.

2. In the FRISBII APPS section, click My Apps.

3. In the Name text field, enter the name you want to use for your connection to HubSpot
   

4. In the Client Type dropdown list, select Confidential.
   

5. Click the Add button.
   

6. Copy ID and Secret to a safe location.
   

Getting the Frisbii Transform Public API Key

Note:

If you have more than one entity, you must repeat this step for each entity. You must first enter the Public API key of the root entity and then of all subtenants.

1. Click on your email address > Settings in the top right corner.

2. In the INTEGRATION section, click Self-Service.

3. Copy the value for the “Public API Key” to a safe location.

Installation

Installing the HubSpot Connector

1. Start the installation of the Frisbii Transform HubSpot-Connector in your HubSpot portal by clicking Start the installation.

2. If you have multiple HubSpot portals connected to your user, choose the portal where you wish to install the Frisbii Transform HubSpot Connector.
   

3. Click the Choose account button.
   

4. If you agree to share your data with Frisbii Transform as indicated, click the Connect app button.
   

5. Set a password for your Frisbii Transform HubSpot Connector account.
   

6. To confirm your entered password, click the Confirm Password button.

7. Fill in the required fields.
   

   • Frisbii Transform Client ID

     • See Generating Frisbii Transform Client ID and Frisbii Transform Client Secret

   • Frisbii Transform Client Secret

     • See Generating Frisbii Transform Client ID and Frisbii Transform Client Secret

   • Frisbii Transform Public API Key

     Note:

     If you have more than one entity, you must repeat this step for each entity. You must first enter the Public API key of the root entity and then of all subtenants.

     • See Getting the Frisbii Transform Public API Key

   • Frisbii Transform Base URL:

     • If you want to connect your HubSpot portal to a sandbox account, enter sandbox.billwerk.com.

     • If you want to connect your HubSpot portal to your production account, enter app.billwerk.com.

8. To save your input, click the Confirm settings button.

Using the Frisbii Transform HubSpot connector requires additional configuration in the HubSpot environment, please contact support@frisbii.com for further instructions.

Configuring the required webhooks

1. Switch to Frisbii Transform.

2. Click on your email address > Settings in the top right corner.

3. In the INTEGRATIONS section, click Webhooks.

4. In the Authentication Type dropdown list, select the desired authentication type.
   

5. In the URL text field, enter the URL https://hubspot.billwerk.com/api/webhook/billwerk/events. The webhooks will be sent to this URL.
   

6. In the Events section, activate the checkbox of the following webhooks:

   • ContractCreated

   • ContractChanged

   • InvoiceCreated

   • OrderSucceeded

   • PaymentEscalated

   • PaymentEscalationReset

7. To finish the configuration of webhooks, click the Assign button.
   

   The configured webhooks are displayed in the Active Webhooks section.

Starting the synchronization of products

Please contact our Support team to receive support with setting up required fields and workflows in HubSpot.

Once your settings have been saved successfully. You can start the synchronization of your products from Frisbii Transform to HubSpot. The products are automatically synchronized every 12 hours. You cannot manually synchronize the products.

1. Switch to HubSpot.

2. In the Sync section, click Start sync of products.
   

   Once your products have been synchronized, you can use the Frisbii Transform HubSpot Connector for your deal management.

Creating a Signup Deal for validation by Frisbii Transform

You can make an offer to a client by creating a deal in HubSpot. The deal then can be validated by Frisbii Transform.

Alternatively, the deal can be created without selecting line items and validating by Frisbii Transform.

During the negotiation with your client, you can then select products from the product catalog in HubSpot that originate from Frisbii Transform and perform the validation after they have been selected. If the products selected are then changed, the validation can be requested once again.

Note:

If you have a multi-tenant environment, the contact, company, and line items must be within one entity.

1. Click Create deal in HubSpot.

2. In the Deal Type dropdown list, select the desired deal type.

   • Signup: Used for new customer

   • Signup for existing Customer: Used for existing customer

3. In the Frisbii Transform validation dropdown list, select Request validation.

4. In the Contact dropdown list, select the contact to be assigned to the deal.

5. In the Company dropdown list, select the company to be assigned to the deal.

6. If you have a multi-tenant environment, select the entity of the deal from the Entity dropdown list.

7. In the Add line item dropdown list, select the desired line items.

8. Optionally, in the Start Date calendar, select a start date.

9. Optionally, in the Payment term (in days), enter the number of days.

   Note:

   The payment term can be set only for signup deals. Setting the payment term for an upgrade deal has no effect.

   Individual term of payment changes the due date of an invoice and therefore changes the time from which a receivable is considered overdue.

   The entered number of days will be set in the settings for the Individual term of payment in the contract in Frisbii Transform.

10. Click Create and refresh the page.

    Once the deal is successfully validated, the Frisbii Transform validation is set to Successfully validated.

Creating a contract in Frisbii Transform

Note:

The contract should only be created after a successful validation by Frisbii Transform.

Once the client has accepted the offer, you can set the deal to closed-won in the deal pipeline. Then a contract and customer can be created in Frisbii Transform.

1. To create a contract in Frisbii Transform, open the deal in HubSpot.

2. In the Apply changes in Frisbii Transform dropdown list, select Request change.

3. In the Stage dropdown list, select Closed won.
   

   The deal stage will be changed to Closed won.

Updating company data

Note:

Before data can be updated, a contract must be created via HubSpot in Frisbii Transform. Data will only be transferred to Frisbii Transform if the field "Updated customer in Frisbii Transform" has the value "Successfully updated in Frisbii Transform". Otherwise the systems will be out of sync and you need to continue to make adjustments in HubSpot until the error is resolved to re-establish synchronization.

Changes in the fields relevant for Frisbii Transform in the HubSpot company are automatically transferred to the Frisbii Transform customer.

Updating contract data

Note:

Before data can be updated, a contract must be created via HubSpot in Frisbii Transform. Data will only be transferred to Frisbii Transform if the field "Updated customer in Frisbii Transform" has the value "Successfully updated in Frisbii Transform". Otherwise the systems will be out of sync and you need to continue to make adjustments in HubSpot until the error is resolved to re-establish synchronization.

Changes in the fields relevant for Frisbii Transform in the HubSpot contact are automatically transferred to the Frisbii Transform customer.

Updating contracts from Frisbii Transform

Note:

Before data can be updated, a contract must be created via HubSpot in Frisbii Transform.

Whenever an invoice or credit is created, payment escalation is triggered or reset, or an order is placed in Frisbii Transform for the contract, the relevant information will be updated in HubSpot deal.

Changes of following information in Frisbii Transform are triggering the update of the deal in HubSpot:

• Payment Escalated

• Balance

• BilledUntil

• Lifecycle status

• Payment Provider

• Payment Method

• End Date

Creating an up-/downgrade deal

Note:

Before data can be updated, a contract must be created via HubSpot in Frisbii Transform.

You can create a new deal to up-/downgrade an existing contract in Frisbii Transform.

1. Click Sales > Deals in HubSpot.

2. Select the deal you want to up-/downgrade.

3. In the Up-/Downgrade deal dropdown list, select Create new Deal.

4. To save your input, click the Save button.

   A new deal with the correct company and contact assigned for follow-up is created.

5. Click Sales > Deals in HubSpot.

6. Select the newly created deal with the name Up- / Downgrade deal for (origin deal name).

Validating an up-/downgrade deal by Frisbii Transform

Note:

Before data can be updated, a contract must be created via HubSpot in Frisbii Transform.

You can upgrade/downgrade an offer and select the products you want to add to the existing Frisbii Transform contract. Then you can validate the offer by Frisbii Transform before sending it to the customer.

1. Click Sales > Deals in HubSpot.

2. Select the deal you want to validate.

3. In the Deal Type dropdown list, select Upgrade.
   

4. In the Frisbii Transform validation dropdown list, select Request validation.

5. To save your input, click the Save button and refresh the page.

   Once the deal is successfully validated, the Frisbii Transform validation is set to Successfully validated.

Executing an up-/downgrade

Important Note: Before data can be updated, a contract must be created via HubSpot in Frisbii Transform.

When the deal was successfully validated and the Frisbii Transform validation is set to Successfully validated, you can execute the up-/downgrade. This will trigger the change of the contract in Frisbii Transform.

1. To up-/downgrade a contract in Frisbii Transform, open the deal in HubSpot.

2. In the Stage dropdown list, select Closed won.

3. In the Apply changes in Frisbii Transform dropdown list, select Request change.

4. The Contract ID of the origin deal will be applied to this deal.

   The synchronization of the origin deal will be stopped.

   The deal will remain in the state before the last contract update.

5. To save your input, click the Save button and refresh the page.

Custom fields

Creating a property in HubSpot

To prepare the usage of Frisbii Transform custom fields in HubSpot, you need to create a property in HubSpot first.

The Group of the property needs to be set to Frisbii Transform custom fields sync.

For more information, see the official HubSpot documentation.

Mapping custom fields

Note:

To map HubSpot properties and Frisbii Transform custom fields, both the Hubspot properties and the Frisbii Transform custom fields must be created beforehand.

Custom fields in Frisbii Transform can be mapped to properties in Hubspot. When the mapping is done, the properties in HubSpot can be used in deals or company details.

1. Open the HubSpot settings page https://hubspot.billwerk.com/.

2. At the top right of the page, click Custom mappings.

3. In the Entity ID section, select the desired entity.

4. In the Object section, select the object type.

   • dealcontract in Frisbii Transform

   • companycustomer in Frisbii Transform

5. In the HubSpot property section, select the HubSpot property.

6. In the Frisbii Transform property section, select the Frisbii Transform custom field.

7. To map the HubSpot property with the Frisbii Transform custom field, click the Add mapping button.

   The property and the custom field are now mapped. The property in HubSpot can now be used.

Finalizing configuration

Note:

Properties of the object type deal that are added and/or filled in after the contract is created in Frisbii Transform will not be updated in Frisbii Transform.

To finalize the configuration of properties, you have to add properties linked to custom fields to the workflow by adapting the corresponding workflow in HubSpot. For the object type company, you have to edit the workflow Workflow Frisbii Transform customer updated from Company.

For more information, see the official HubSpot documentation.

Multi tenant environment

If you have a multi-tenant environment, you may need to perform some additional steps.

Setting the entity of a contact

1. Open the contact in HubSpot.

2. In the Entity dropdown list, select the desired entity.

3. To save your input, click the Save button.

Setting the entity of a company

The company must be within the same entity as the company's contact person.

1. Open the company in HubSpot.

2. In the Entity dropdown list, select the desired entity.

3. To save your input, click the Save button.

Hiding products in Frisbii Transform

If you hide a plan variant, component or discount in Frisbii Transform, the hidden element will no longer be available in the HubSpot product library after synchronization. A plan variant or component used in a deal is not removed from the deal when it is hidden.

As soon as you show the hidden element again in Frisbii Transform, the element will be available again in the HubSpot product library after synchronization.

Setting invoice dispatch mode

Note:

Before data can be updated, a contract must be created via HubSpot in Frisbii Transform. Data will only be transferred to Frisbii Transform if the field "Updated customer in Frisbii Transform" has the value "Successfully updated in Frisbii Transform". Otherwise the systems will be out of sync and you need to continue to make adjustments in HubSpot until the error is resolved to re-establish synchronization.

In HubSpot you can select the desired invoice dispatch mode for each company. The selected dispatch mode is updated in the Customer Details in Frisbii Transform during the periodic synchronization.

Note:

• SnailMail represents dispatch of the invoice via post mail. This only works for production accounts.

• If you want to use e-Invoicing, this feature needs to be unlocked for your account. If you are interested, please contact support@frisbii.com.

• To use e-Invoicing (EInvoicing), you have to set the property E-Invoicing Receiver ID,E-Invoicing Network and Buyer Reference in HubSpot.

1. Open the company in HubSpot.

2. In the Default bearer medium dropdown list, select the desired dispatch mode for the invoices of the customer.
   

   • Email

     Send invoices to the customer by email.

   • SnailMail

     Print, envelope, stamp and forward invoices for a small fee.

   • ArchiveOnly

     Offer invoices for download as a PDF file in the customer self-service portal.

   • EInvoicing

     Send invoices to the customer as e-Invoice. Currently the e-Invoicing networks Finvoice and Peppol are available.

3. To save your input, click the Save button.