After a successful integration, a two-way bridge is established between Hubspot and Boss Insights. Any changes made in one platform update on the other, simplifying the management of both systems and delivering time-saving benefits to our mutual customers.
You are able to select the deal/opportunity stages from where you would like to pull contact information. This connection enables daily data synchronization, including crucial account information such as first names, business names, email addresses, and more. Additionally, upon successful connection, Boss Insights will automatically send invitations to customers inviting them to share data.
An appropriately configured Boss Insights account must be created in order to use this integration. If you have not yet created an account, please do so and Boss Insights will configure an account for you. You may create an account here.
We have prepared a video demonstration on connecting to Hubspot. This video complements this tutorial.
In order to integrate with Boss Insights, there are some prerequisites to be completed.
Boss Insights account. Please create a Boss Insights account if you have not already done so.
Forms configured. Your account will have a configuration file (data.json5) already set up by Boss Insights. This file will have forms preset for you as an out of the box solution. If you would like to edit these forms, please scroll down to the Editing Forms section.
Hubspot account. Please ensure you have a Hubspot account.
Connecting To The Integration
Please ensure that the prerequisites are completed before continuing with this guide. Your domain will be provided upon account creation.
Step 1: Log into your account
You will need to log in to your Boss Insights account to get started. Please enter your username/email address and then your password to log in to your account (Figure 1).
Step 2: Access the Integrations Page
In the top navigation, please click the “Settings” button and then “Integrations” from the dropdown menu (Figure 2).
Step 3: Begin the Connection Process
On the integrations page, you will see instructions for connecting to an application in a blue box, below that there is a search bar where you may type in “Hubspot” to find the respective tile.
You may click the “Hubspot” tile to begin the connection process (Figure 3).
Step 4: Authenticate and Authorize Hubspot
You will be prompted to log in. Please log in with your Hubspot account. You will then be redirected to an authorization page in the same window.
After reading the permissions, please click the orange “Connect App” button to proceed (Figure 4).
Step 5: Select Deal/Opportunity stage
You will be presented with a screen with several Deal/Opportunity stages to select. Please select the desired checkboxes and then click “Submit” (Figure 5).
Only contact information for clients that fall within the selected categories will be pulled.
Step 6: Confirmation and Data Sync
Upon a successful connection, you will receive a confirmation message. The message will also indicate that the data will begin to sync. You may click the return to Dashboard button (Figure 6).
After this point, a daily sync will happen within 24 hours, once the sync occurs, invitations for contacts from the selected deal/opportunity stages will be sent out.
Viewing Sent Invitations
If you would like to view the invitations that have been sent you can click on the “Invitations” button from the top navigation (Figure 7).
Invitees will receive an email to their inbox, inviting them to join the Boss Insights platform. Once they have set up an account, you will be able to see them from your portfolio. The portfolio can be viewed by clicking the “Portfolio” button next to “Invitations” in the top navigation.
For more details on the process for adding customers and invitation statuses please visit our Adding Customers page. If you would
Updating Information And Portfolio Management
After a business has successfully joined the platform. You are able to edit account information if necessary. For more details, you may visit our Product Guide or see some relevant links below:
Forms can be edited to choose which information gets synced between Hubspot and Boss Insights. If you would like to edit this information, you are able to edit it through either the form editor or by directly editing the data.json5 file. We highly recommend using our form editor, as it provides an easy to use interface and prevents the risk of creating errors to unrelated code when editing the data.json5 file. Please read our form data model before getting started.
You may visit our Configuring Forms For CRM Sync page to for more information.