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CRM Integration: Standard Flows for Hubspot

This process outlines the automated flow required to push Opportunities/Deals in Hubspot to a corresponding account. This is not a necessary step but rather a suggestion on how to consume GovSpend data within your CRM.

Hubspot Flow Outline

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  1. Record created by adding GovSpend data to the Hubspot receiving record object, in this case we are pushing a Bid record into a Deal then using a workflow to attach the Deal to a Company Record.

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  2. Create Associations leveraging the GovSpend Agency ID to finalize workflow.

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