HubSpot is one of the world’s most popular customer relationship management (CRM) platforms, designed to support company growth through marketing, sales and customer service:

✔️ It follows an “all together” principle, combining for example email marketing, lead tracking, pipeline management and customer service tickets into the same database

✔️ With HubSpot, companies can attract new customers with the inbound method and ensure that sales and marketing teams always have up-to-date information on every customer interaction

There are several integration solutions between Severa and HubSpot built by different providers. Explore the options below and enable the integration you want by following the instructions.

Askele: the most comprehensive Severa–HubSpot integration on the market

The integration built by Askele is designed for companies that need very comprehensive and real-time data transfer. It removes the need for manual work and ensures that information flows between the systems without delay.

Key features

  • Bidirectionality: Data is transferred in real time in both directions
  • Coverage: Transfers contact registers, sales cases, projects, resourcing and even project billing details from Severa to HubSpot
  • Compatibility: Works with all HubSpot editions (including the free edition)
  • Learn more about the integration features on Askele’s website: HubSpot - Severa Integration Knowledge Base

Deployment

  1. Create REST API client credentials in Severa: Creating REST API client credentials
  2. Enable the integration by following Askele’s deployment instructions: HubSpot - Severa support site
  3. During deployment, company-specific needs are defined: what data should be transferred and in which direction
  4. If needed, contact Askele’s customer service: support@askele.fi
Using the integration requires activating the REST API interface and at least the Platinum edition of Severa (the integration uses the Custom fields feature). The REST API interface is included in Severa Business, Platinum and Enterprise editions. Enable the REST API by following these instructions: How to get started with the REST API?

Kaks.io: connect sales and production with the Severa–HubSpot integration

Kaks.io Labs specializes in the HubSpot ecosystem, and their integration focuses especially on combining sales, marketing and production resourcing.

Key features

  • Automatic synchronization: Customers and projects are transferred automatically in both directions
  • Contacts: Are synchronized automatically from HubSpot to Severa
  • Customizability: The integration can be edited per customer regarding the data fields to be transferred
  • Reporting: Enables tracking realized invoicing and margin directly in HubSpot when a project is closed in Severa

Deployment

  1. To start using the integration, contact Kaks.io customer service: Contact us
  2. The integration can be customized per customer regarding the data to be transferred

Zapier: automatic updates between Severa and HubSpot

Easily create an integration between Severa and HubSpot and make sure that data is always up to date in both Severa and HubSpot. For example, you can automatically create a new customer project in Severa when a prospect reaches a specific sales phase in HubSpot.

You can also automate, for example, calendar updates, creating contacts, or define what should happen when a form is submitted. When creating the integration, you define yourself which actions benefit you the most.

Key features

  • Flexibility: You can define exactly which event triggers the data transfer (e.g. “When a deal has the status Closed Won, create project in Severa”)
  • Versatility: Also enables calendar updates and creating contacts based on form submissions
  • Scalability: Easy to extend to cover other applications as well

Deployment

  1. Login to your Zapier account (or create a new one)
  2. Search the app marketplace for Severa and HubSpot
  3. Select a ready-made integration template or build your own Zap
  4. Authenticate to both systems (you can find the Severa API key in Severa settings)
  5. Test the integration and switch the integration on
Using the integration requires activating the REST API interface. The REST API interface is included in Severa Business, Platinum and Enterprise editions. Enable the REST API by following these instructions: How to get started with the REST API?


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