HubSpot Integration

Learn how to connect Smokeball to your HubSpot account.

HubSpot is a CRM platform that helps your business manage inbound leads, marketing and customer service. The HubSpot integration with Smokeball mainly focuses on leads, where leads created in HubSpot will flow through as a lead in Smokeball.

Connecting Smokeball to HubSpot

From Smokeball

Before you begin, create a HubSpot account on the HubSpot website.

1. Log into your Smokeball firm on the Smokeball Web App.
2. On another browser tab, open this link to the HubSpot listing on the Smokeball Marketplace.

3. Click Enable next to the Contact button under the HubSpot description.

   

4. Follow the prompts in HubSpot to connect Smokeball to HubSpot.
5. On the next screen, choose Australia from the Firm Region drop-down menu, then enter your Smokeball email and password and Sign in.
6. Confirm your Smokeball account and select Choose Account to continue.
    
7. On the next screen, select Connect app.
    
8. If successful, you will receive an Authorisation success message. Now you can exit this window.
9. Navigate back to Connected Apps in HubSpot settings. Smokeball should now be listed as an app.
   

From HubSpot

Before you begin, create a HubSpot account on the HubSpot website.

1. Log in to HubSpot and click on the Settings (gear) icon on the top-right corner of the screen.
2. Select Integrations from the left menu, then select Connected Apps.
3. Search for Smokeball on the App Marketplace, then connect it.
4. On the next screen, choose United Kingdom from the Firm Region drop-down menu, then enter your Smokeball email and password and Sign in.
5. Confirm your Smokeball account and select Choose Account to continue.
    
6. On the next screen, select Connect app.
    
7. If successful, you will receive an Authorisation success message. Now you can exit this window.
8. Navigate back to Connected Apps in HubSpot settings. Smokeball should now be listed as an app.
   

How the HubSpot integration works

Syncing contacts to HubSpot

After connecting Smokeball to HubSpot, you must choose the sync direction from either:

• Smokeball to HubSpot or;
• HubSpot to Smokeball.

To do this:

1. Navigate to HubSpot Settings, then select Integrations > Connected Apps and click on Smokeball.

   

2. Select General Settings.

3. Under Contact Sync Direction, choose whether contacts should sync from Smokeball to HubSpot or HubSpot to Smokeball. You can also disable contact sync entirely.

   

4. Toggle on/off the option to create a Smokeball matter when a HubSpot deal is closed.

   

If you chose to sync contacts from Smokeball to Hubspot, it may take up to a few minutes for the contact entry to appear in HubSpot.

You can access your Smokeball contacts in HubSpot by selecting CRM from the left panel, then selecting Contacts.

Converting a HubSpot Deal into a Smokeball matter

From HubSpot, you can create new Deals associated with these contacts from the CRM > Deals section.

When a Deal transitions to the stage Closed Won, a new General matter will be created in Smokeball automatically.

To ensure the matter is created correctly, the contact must be listed under the Contacts section of the Deal. If the contact is missing, the matter will not be created in Smokeball.