Enhance your pipeline management by connecting Federal Compass to your HubSpot CRM.
Connecting Federal Compass to your HubSpot CRM can significantly streamline your business processes. By syncing these platforms, you enhance data accuracy, reduce the time spent on manual data entry, and empower your team to focus on more strategic tasks. Enjoy a more efficient pipeline management experience as opportunities flow seamlessly from Federal Compass to HubSpot.
The HubSpot connector for Federal Compass is designed as a one-way push system. This approach minimizes risk for contractors by ensuring that no data is pulled from HubSpot. The only data retrieval happens initially to capture the HubSpot pipeline stages, enabling opportunities in those stages to seamlessly flow from Federal Compass to HubSpot.
Understanding the Integration
Federal Compass and HubSpot work together by starting opportunities as saved searches in Federal Compass. These unqualified opportunities flow into your lead lists and enter the pipeline as they progress through stages. The HubSpot connector syncs only those opportunities that reach designated pipeline stages, ensuring your data stays aligned.
Getting Started with HubSpot Integration
Before beginning the integration, ensure you have administrative access in both systems to complete the process.
Follow these simple steps to connect your Federal Compass account with HubSpot and start maximizing your productivity:
1. Access Integration Services: In Federal Compass, navigate to Platform Settings, then select Integration Services. If you don’t see this option, contact our support team at support@federalcompass.com.
2. Connect to HubSpot: Click the Connect to HubSpot button in the HubSpot Connector section. You'll be redirected to a HubSpot login screen. Sign in to your HubSpot account.
4. Configure Custom Fields: Our system will automatically enhance your HubSpot records with custom fields to ensure you have market intelligence data at your fingertips.
Syncing Opportunity Records
1. Opportunities you manage in Federal Compass that are linked to mapped HubSpot stages will sync automatically with HubSpot, keeping your pipeline up-to-date.
2. Verify your pipeline stages in Federal Compass, navigate to Platform Settings, and choose Pipeline Settings. Synced HubSpot opportunity stages, identified by a HubSpot icon.
3. If you use multiple pipelines, customize your preferences in the Advanced HubSpot Settings within Federal Compass to choose which pipeline receives updates.
Updating an Opportunity's Pipeline Stage
Make sure your opportunities are synchronized in real-time by:
- Opening the opportunity you wish to update.
- Selecting the desired stage from the pipeline stage/status field.
- Your updates will instantly reflect in HubSpot.
Need Help?
If you have questions or need assistance, please contact our support team at support@federalcompass.com.