Connect your HubSpot account with FeatValue and benefit from seamless integration of your projects and clients.
FeatValue: Simple, clear client portal with all necessary functions
Your project management software: Complex workflows with many views, filters and settings
Configured in Just a Few Steps
Here you can allow FeatValue to access HubSpot.
After authorizing, you will be redirected to FeatValue, where you can create a FeatValue account. Your FeatValue account will be linked automatically. If you already have a FeatValue account, you can log in.
After authorization, a "HubSpot" entry will appear in the FeatValue menu. Clicking it will show an overview of all companies from your HubSpot account. If your desired client is not listed, you can click "Refresh" to reload the clients.
If your client already uses FeatValue, you can link the existing account to HubSpot. For new clients, select "Create new company."
In the next step, you can select which contacts from HubSpot you want to invite to FeatValue.
Once the client is created or linked, a link to their profile on HubSpot will be available in the client details.
FeatValue can automatically import tasks from HubSpot HelpDesk. To do so, select the corresponding project in the client's settings. If no project exists, you can create a new one under "Projects."
In HubSpot, you will find new tasks and comments under "Activities" for the respective company.