This article provides you with a step-by-step guide on how to install the Dealfront Connect application (app), to integrate Dealfront with HubSpot. Follow the steps described below to install and configure the application correctly.

Installation and Configuration

The installation of Dealfront Connect is simple but is requires some prerequisites. Let's take a closer look at these and then we can proceed to the installation.

Prerequisites

You must have a valid HubSpot Account
You must have a valid Dealfront Account

Installation Steps

STEP 1: Open Application URL

Visit the application URL: https://appconnect.cbsrv.net/hubspot

STEP 2: Read and Accept the Privacy Policy

Click on the Login with HubSpot button. A popup will appear displaying the Privacy Policy. Read and accept to continue.

STEP 3: Login with HubSpot

When you click on Accept Privacy Policy, you will be redirected to HubSpot. If you’re not logged in you will see the login screen, otherwise you will see the app installation page.

You will be asked to choose the account. This installation page will display what kind of access is required on your HubSpot account in order to use the app.

Please note: The app can be installed differently for each user!

STEP 4: App Configuration

After a successful installation, you will be redirected back to the application success page, where further instructions are detailed.

There are three configuration forms you need to complete in order to be able to use the application:

Dealfront Configuration
Company Field Mapping
Contact Field Mapping

You will see the default fields are populated, however, these are not yet saved. You need to adjust them as per your requirements, or save them if you want to proceed with the default
You will find multiple fields representing the same fields in your HubSpot account. Start typing in any field using the '@' symbol to see the available options. Filter by typing in more characters and click to select:

Once you are done with adding tags, click Save
Repeat the same process for employee field mapping under the Settings menu
This mapping will come handy when you try to sync data from Dealfront to HubSpot

STEP 5: Verify the Installation

To verify the installation login to your HubSpot account and open any company
On the bottom right you should see a new panel now:

Click on the Open Dealfront button on the panel
A new popup (shown below) will appear if you have already configured the application. This will show the Dealfront Connect search result of the company you're currently viewing in HubSpot. If you haven't yet configured the application you will instead see the installation success page.

The image above shows the state after the successful configuration. However, when you first encounter this screen, the icons will be red in color meaning that the values do not exist yet.

Please follow the next steps for configuration.

Configuration Steps

Before you can start using the application, you will need to configure it. Please make sure you have met Prerequisite 2 to proceed with configuration. This means you will need a valid Dealfront account with Connect enabled.

STEP 1: Login to Dealfront

First, log in into your Dealfront account:

STEP 2: Create a new webhook

Open Dealfront Connect

Navigate to Settings > Data interfaces

Create a new Webhook

Fill in details.

Name the Webhook something memorable
Copy the Webhook URL from the success page you get after installing the app and filling in the required fields.
- To access the success page again go to this link: https://appconnect.cbsrv.net/hubspot

Click on Create.

Similarly create another Webhook for employees as well

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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.

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