HubSpot provides a variety of tools that allow an organization to track inbound marketing, sales, and customer support from the Prospect and Reseller Portals. You can link your HubSpot account to Kube to track the following:
Lead Creations from the Prospect and Reseller Portals
Cart Activity
Space and Amenity Inquiries
Prospect Portal Purchases
Prospect Portal Bookings
Purchases or Bookings That Result in a Contract
Contracts Created from the Reseller Portal
This article describes the steps for linking your HubSpot account to Kube.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Link Kube to HubSpot
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu then the Prospect and HubSpot Integration tabs.
Click Connect. The HubSpot log in prompt appears.
Sign in to your HubSpot account. The Connecting Yardi Kube to HubSpot screen appears. Select an account.
Click Choose Account.
Acknowledge the confirmation prompt and click Connect app. The page reloads, and the HubSpot Integration Settings menu reappears.
NOTE: Because of the advanced nature of HubSpot, the setup of HubSpot is not covered in the Help Center. Reach out to HubSpot Support for any questions related to their application.
Under Kube to HubSpot Mapping, in the Prospect and Lead Data and Contract and Deal Data sections, select your HubSpot properties where the data from Kube should be stored. See the end of this article for a screen reference.
In the HubSpot Pipelines section, select the HubSpot pipeline for which the status updates when the listed activity takes place in the Prospect Portal.
Click Save Settings. See the end of this article for a screen reference.
TIP: You can disconnect your HubSpot account from Kube at any time by clicking Disconnect Account.
HubSpot Integration Settings Screen Reference
Prospect and Lead Data | Property Name | Kube syncs the Property Name to the HubSpot Property selected here. |
| Inquiry Comments | Kube syncs the comments from an inquiry to the HubSpot Property selected here. |
| Property ID | Kube syncs the Property ID to the HubSpot Property selected here. |
| Lead ID | Kube syncs the Lead ID to the HubSpot Property selected here. |
Contract and Deal Data | Property Name | Kube syncs the Property Name to the HubSpot Property selected here. |
| Activity Origin | Kube syncs the Contract Name to the HubSpot Property selected here. |
| Contract ID | Kube syncs the Contract ID to the HubSpot Property selected here. |
| Property ID | Kube syncs the Property ID to the HubSpot Property selected here. |
| Booking ID | Kube syncs the Booking ID to the HubSpot Property selected here. |
HubSpot Pipelines | Pipeline | Select the HubSpot Pipeline where deal tracking should be synced from Kube. See below for the stages that can be tracked. |
| New Activity | Select the HubSpot Stage that HubSpot sets on a deal when a new activity takes place in the Prospect Portal. For example, a new activity could be a Lead sign up, or Products & Services added to the cart. |
| Completed Activity | Select the HubSpot Stage that HubSpot sets on a deal when an activity is completed in the Prospect Portal. For example, a completed activity could be a completed purchase or a booking. |