Hubspot

Connect your HubSpot account to Dotfile and eliminate manual data entry while ensuring your sales team always has access to the most current information. This powerful integration enables bi-directional data synchronization for Case status, risk and assignee.

Setup

 In order to activate it, go to Settings > Integrations > Configure Hubspot : Click on configure then connect and sign in to your Hubspot account.

Initiate a Dotfile Case from a HubSpot Deal

1. Access the desired Deal record within your HubSpot account.

2. In the side panel of the Deal record, identify the "Dotfile" card.

3. Click the "Create Case" button within the Dotfile card.

4. Enter the desired Case Name and select an associated business contact. (Please ensure the Deal has at least one contact associated with it.)

Usage 

Once a case is initiated from HubSpot, the Dotfile Integration Hub ensures continuous data synchronization, providing real-time updates on key case attributes within your HubSpot Deal record. This includes:* Case status: Track the progress of your Dotfile case throughout its lifecycle, from initiation to resolution.

• Risk score and level: Stay informed of potential risks associated with the case, enabling proactive mitigation strategies.

• Case assignee: Easily identify your team member responsible for managing the case.

This bi-directional data flow eliminates manual updates and ensures your HubSpot records accurately reflect the latest case information.