This guide aims to streamline your experience in syncing leads and managing data, ensuring a robust and efficient connection between Thomas and HubSpot.
2. Access to the Connector
- Sign in to your Thomasnet.com Account
- Navigate to the Integration Section in the left-hand navigation
Select the HubSpot connector to initiate the setup process.
3. Authenticate and Connect
- Initiate the integration by clicking on the Hubspot “Add Integration” button
- When prompted, log in or select your HubSpot account to authenticate the connection
- Grant the necessary permissions for the Thomasnet platform to access your HubSpot instance. Note on App Store Status: Please be aware that our connector is not officially listed in the HubSpot App Store. As a result, when authorizing the connection, you will encounter a message stating, “This app hasn’t been reviewed or approved by HubSpot.” This is a standard notification for apps not yet officially recognized by HubSpot, but it does not impede the functionality or security of the integration. Please proceed with the authorization as normal.
- Finalize the authentication process by clicking on “Connect app” to complete the integration (shown above).
4. Configure the Integration
- Once authentication is complete, refresh your Hubspot Instance.
- In your HubSpot instance, navigate to the Forms section. Here, you should find a newly created form titled “Thomasnet Supplier HubSpot Integration Form.”
- Every lead that comes through HubSpot will be displayed as a form submission within your HubSpot instance. This ensures that all incoming leads are consistently tracked and managed.
- Configure the leads captured through the HubSpot form to automatically enter your existing Sales Enablement workflows. This ensures a seamless integration of new leads into your established sales processes. Note on configuration: Due to bespoke sales enablement workflows, it is up to your discretion to configure the leads to align with your internal sales and marketing processes.
5. Test the Integration
- Start by submitting a test Request for Information (RFI) form on Thomasnet.com.
- After submission, this RFI should appear in the "Opportunities Tab" of your Thomasnet.com account, indicating successful capture.
- HubSpot will concurrently display this form submission, allowing you to retrieve details specific to the RFI.
- Confirm that contacts are being automatically created in HubSpot as a result of the integrated form submissions.
- Ensure that the activity related to each contact is being accurately recorded and tracked within HubSpot.
6. Review Project Details
- After successfully completing the integration and testing phases, you can view detailed information about each RFI submission by navigating to the forms section of your Hubspot Instance.
- By clicking on “View Submission” and then “Project Details,” you will have a comprehensive overview of the specific RFI submission.
Note on Project Files:
- All file attachments are verified through our part files services for compliance and regulatory adherence.
- Due to this verification process, part files will be presented as URLs within the project details. To access these files, simply open the provided verified asset URLs in your browser.