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. The deal sales status (stage) names in Severa and HubSpot must be identical. Before installation, update the status names in the settings so that they match.

  3. Users in Severa and in HubSpot need to have same email address. Check that emails match. 

  4. Find "Severa" from HubSpot MarketPlace, or click here

  5. Follow the installation instructions in the user interface.

    1. Enter your company’s billing details: company name, address, business ID, VAT number, e-invoicing address and operator ID, invoice email address, and contact person details.

    2. Next, enter the API credentials created in step 1.

    3. Then select the integration settings.

    4. In the final step, map the company, contact, and deal fields as well as activity types.

  6. When the integration has been successfully installed, you will see the text “Installation complete.” The integration will then start transferring new and updated data according to the configured settings.

Functionality of the integration

 

How does the integration work?

Field mappings