My company wants to start using HubSpot as our CRM. I am a developer here and I have been asked to ‘make it work’ in our Sales/Sales Order process. Our current CRM has what is called a Sales Incident and each incident has a number. This number is used to link back to CRM/Incident/sales person as the order moves through our processes.
HubSpot has a Deal which could work but it looks like I can not display the Deal Id it via your GUI?? Is this true?
I could get it via the API.
So could this work…
Create a web hook on Deal creation and Create a new property under the Deal object called “Deal Id”.
Have my web Api App receive the web hook notification of Deal created with ID xxx
Call the Deal update API method back to our hubspot site and update the custom Deal Id property.
Could this work? Is there a better way??