HubSpot Integration Information.xlsx

	B	C	D	F	G
1	IdeaRoom Hubspot Integration
2		Your Company Name
3
4	HubSpot ID
5	Portal ID
6
7	Handling Updated Quotes
8	When a quote is updated in IdeaRoom, do you want it to appear in HubSpot as a new deal or as a revision of an existing deal? Deals will be matched based on customer email address.				New Deal
9
10	Pipeline IDs
11	The pipeline(s) where your deal stages are located. Typically, all deal stages will be located in the same pipeline and have the same pipeline ID. Rare, complex configurations may split stages into multiple pipelines.
12	quote
13	save
14	depositCharged
15	depositPayLater
16
17	Deal Stage IDs
18	The IDs of the actual deals within the pipeline(s).
19	quote
20	save
21	depositCharged
22	depositPayLater
23	closed
24
25	Custom Fields
26	Even if a field may not be required by your integration, we recommend adding it and then not including it in your default view; this helps eliminate some integration setup issues.
27	Field Name		Field Type	Field ID
28	IR Contact Me		Single-line text	ir_contact_me
29	IR Package		Single-line text	ir_package
30	IR Style		Single-line text	ir_style
31	IR Siding		Single-line text	ir_siding
32	IR Size		Single-line text	ir_size
33	IR Estimate Number		Single-line text	ir_estimate_number
34	Delivery Zip Code		Single-line text	delivery_zip_code
35
36	Tracking Fields
37	The IDs of the actual deals within the pipeline(s).
38	Field Name		Field Type	Field ID
39	IR Visits		Number	ir_visits
40	IR Updates		Number	ir_updates
41	IR Checkout Opened		Number	ir_checkout_opened
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