Integrating Hubspot Deals/Orders as Sage Intacct Orders

Process of Integrating Hubspot Deals/Orders as Sage Intacct Orders

Steps to Create a New Deal into Hubspot:

• Click on Create Deal under CRM tab

• Add all required Information about a Company and Save

Steps to start the GUMU Process to integrate Companies from Hubspot to Sage Intacct:

1. Log in to your BPortaly GUMU account.

2. Go to the App Store and select the GUMU app.

3. Navigate to the Connectors section within the GUMU app.

4. Click on the “View More” button for the relevant connector.

1. Click the “Start” button to initiate the Hubspot Deals integration process.

1. You can verify whether the order has been integrated by checking the GUMU Logs:

1. Use INFO logs to confirm successful integration.

2. Use ERROR logs to identify any issues or failures during the process.

Log in to your Sage Intacct system and use the Order ID from the GUMU log to verify whether the Company has been fully integrated.