HubSpot - Severa support site

Seamlessly link production to sales and marketing workflows

HubSpot-Severa integration seamlessly connects sales, marketing and project management - all important information moves automatically between systems. Manual work is reduced, information is always up-to-date and your business processes are significantly streamlined.

Two-way integration transfers company and contact information, sales case, projects, activities, resourcing, billable fees and invoicing.

Installing integration

 

Before you start!

  • Be aware that the integration has a price. See Contract, billing and pricing
  • Severa Platinum edition or higher is required
    • Integration needs Severa REST API and Custom fields -feature
  • Integration works with any HubSpot price edition, even with the free version, but some features might be limited on the free and Starter editions

Installation instructions

1. Create Severa API credentials

2. Go to HubSpot Marketplace and search for Severa

3. Follow the installation instructions in the user interface

Note: Our integration may still be in review status and therefore not visible in the Marketplace. In this case, please contact us.

Functionality of the integration

 

How does the integration work?

Field mappings