Achieve Greater Success in Agency Business with FeatValue and HubSpot

Connect your HubSpot account with FeatValue and benefit from seamless integration of your projects and clients.

Connect HubSpot with FeatValue

FeatValue: Simple, clear client portal with all necessary functions

Your project management software: Complex workflows with many views, filters and settings

FeatValue UI

Configured in Just a Few Steps

Guide

Authenticate in HubSpot

Here you can allow FeatValue to access HubSpot.

HubSpot Authentication

Register/Login on FeatValue

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.

FeatValue Registration

Add New clients to FeatValue

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.

HubSpot clients on FeatValue

Create a New Client

If your client already uses FeatValue, you can link the existing account to HubSpot. For new clients, select "Create new company."

Create a New HubSpot client on FeatValue

Invite Team

In the next step, you can select which contacts from HubSpot you want to invite to FeatValue.

Invite Contacts from HubSpot to FeatValue

Link to HubSpot

Once the client is created or linked, a link to their profile on HubSpot will be available in the client details.

View Client Profile in HubSpot

Transfer Tickets from HubSpot HelpDesk

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."

Import Tickets from HubSpot

New Tasks and Comments in HubSpot

In HubSpot, you will find new tasks and comments under "Activities" for the respective company.

FeatValue Activities Visible in HubSpot
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