Integrations

HubSpot integration

We connect HubSpotwith your system.

HubSpot stays your CRM. We connect what its marketplace doesn't offer for Chile: your ERP, the receipt or invoice when a deal is won, Mercado Pago or Flow payment links, WhatsApp on every record and your real sales in the reports.

Free diagnostic. Integrations from CLP 490,000 + VAT, in a single payment.

What changes in your business

  • Your ERP inside HubSpot

    Customers, products, prices, orders and balances from Bsale, Defontana or your system, on every HubSpot record.

  • From a won deal to the receipt

    When a deal is won, its receipt or invoice is issued in your invoicing system, and the folio number comes back to the deal.

  • Collecting with Chilean payment links

    A Mercado Pago or Flow link from the deal, and the approved payment moves it to the next stage on its own.

  • WhatsApp on the record

    WhatsApp conversations stay on each contact's record, next to their emails and deals.

  • No lead outside HubSpot

    Forms from your custom-built site or booking system come in as contacts, with their source.

  • Reports with real sales

    What was actually invoiced and collected, next to the pipeline, so you know which channel sells.

What HubSpot already solves, and what it doesn't

HubSpot and its marketplace cover a lot. If a feature or an app already does what you need, we tell you and help you set it up. We build what's missing, especially with Chilean systems.

  • Depends on your plan or the app

    What HubSpot and its marketplace solve

    For these, HubSpot has its own features or apps in its marketplace. We tell you which one suits you and help you switch it on.

    • Email, calendar and meetings
    • Forms and chat on WordPress
    • Google, Meta and LinkedIn ads
    • Nubox invoices from deals

HubSpot stays your CRM: your team keeps working the same way.

How it connects

HubSpot stays where your team sells, and your systems feed it and receive what's won there. These are some of the systems we can connect; if yours isn't here, or it's custom-built, we connect it too.

Bsale, Defontana, Your site, Bookings, Microsoft Excel, Google Sheets, Custom

Your system

Your ERP, your point of sale, your site, your bookings or your own system. You don't have to change it.

HubSpot

Contacts, companies, deals, products and conversations, through its API and webhooks.

  • Bsale, OpenFactura, LibreDTE
    Receipt or invoiceWhen a deal is won, with the folio number back
  • Mercado Pago, Flow, Khipu
    PaymentA Chilean payment link, and the payment back
  • WhatsApp, Vambe
    WhatsAppEvery conversation on the contact's record
  • Defontana, Odoo, Custom
    Your ERPThe order and the new customer, without typing them
  • Invoiced sales, Sales by channel
    ReportsWhat was invoiced and collected, next to the pipeline

HubSpot and the other trademarks and logos belong to their owners and are shown as examples of systems that can be integrated. Codeform is not part of HubSpot or endorsed by HubSpot: we connect through its API.

What syncs

We agree with you on what travels each way and when. This is what usually gets connected.

Your systemHubSpot

  • Customers and companies

    Customers from your ERP or point of sale, with their RUT, details and balance, in HubSpot.

  • Products and prices

    Your catalogue with its prices, so your team quotes in HubSpot with real data.

  • Sales and invoices

    What each customer bought and what was invoiced, on their record and in your reports.

  • WhatsApp conversations

    Messages from Vambe, Twilio or the official API, on each contact's record.

HubSpotYour system

  • Won deals

    A won deal creates the order in your ERP and issues its receipt or invoice.

  • New customers

    Every new company or contact is created in your ERP or invoicing, with their details.

  • Stage changes

    When a deal moves forward, your system knows and can notify the customer or your warehouse.

  • The deal's products

    What was quoted and sold, line by line, to prepare and invoice.

Works with what you already use

If your system has an API, a database or exports a spreadsheet, we connect it with HubSpot. Also if it's your own system, custom-built by your team or another provider.

  • Excel
  • Sheets
  • WhatsApp
  • Custom systems

Everything we can do with HubSpot

What HubSpot doesn't offer for your Chilean systems, built around your business. You can start with one piece and add the others when you need them.

Your ERP in HubSpot

Bsale, Defontana, Odoo or your system: customers, products, orders and balances on every record, both ways.

A receipt or invoice on winning

A won deal issues its document in Bsale, OpenFactura, LibreDTE or your invoicing, with the folio number back.

Chilean payment links

Mercado Pago, Flow or Khipu from the deal, and the approved payment moves it to the next stage.

WhatsApp in HubSpot

Conversations from Vambe, Twilio or the official API, on each contact's record.

Leads from your site and systems

Forms from a custom site, bookings or quote tools, as contacts and deals with their source.

Quotes with real data

Your ERP's products, prices and stock in HubSpot, to quote without leaving the CRM.

Reports with what was invoiced

What was invoiced and collected in your system, next to HubSpot's pipeline, by channel and salesperson.

Migrating to HubSpot

Your contacts, companies, deals and history from spreadsheets or another CRM, tidy and without duplicates.

What it costs

FromCLP 490,000+ VAT

In a single payment.

That's the price of a basic integration: customers and sales from your ERP or system kept up to date in HubSpot.

  • No fees per contact

    We don't charge per contact, per deal or per sale. You pay once, not every month.

  • No limits

    A few contacts or thousands, a few deals or many: we don't charge more for it.

  • A fixed price

    Before we start you know exactly what you'll pay. No surprises at the end.

  • A free diagnostic

    In 30 minutes we look at your case and tell you where to start, with no commitment.

Need more?

A receipt or invoice when a deal is won, payment links, WhatsApp, reports with what was invoiced or a migration are quoted after the diagnostic, also at a fixed price. You can start with the basics and add the rest when you need it. If you'd like us to keep the integration up to date, there are monthly plans.

See monthly plans

How we work

  1. Free diagnostic

    In 30 minutes we look at how you use HubSpot, what other systems you have and what you still move by hand.

  2. A fixed-price proposal

    We send you the scope, timeline and price, and tell you what's better solved with a HubSpot feature or app.

  3. We connect and test

    We create a private app in your account with just the permissions needed and test it with real data before switching it on.

  4. Maintenance, if you want it

    HubSpot and your systems change. With a monthly plan we make those adjustments so everything keeps working.

    See the monthly plans

Frequently asked questions

Isn't there an app in HubSpot's marketplace?

For many things there is, and if one suits you we'll recommend it. For Chilean systems such as Bsale, Defontana or your own system there often isn't one, and that's where we build it.

Does my team keep working in HubSpot?

Yes. HubSpot stays your CRM and your team works the same as always. What we build works behind the scenes.

Doesn't HubSpot include WhatsApp?

HubSpot has its own WhatsApp channel on some plans. If yours doesn't include it, or you already handle chats with Vambe or Twilio, we bring those conversations to each contact's record.

Do I need a particular HubSpot plan?

Not for the integration: HubSpot's API is on every plan, the free one included. Some HubSpot features do depend on the plan, and we'll tell you in the diagnostic.

What if my system is custom-built?

That works too. If it has an API or a database, we connect there. If it has neither, we find another route, such as an automatic export or a small module inside the system itself.

What does it cost?

A basic integration starts at CLP 490,000 + VAT, in a single payment: customers and sales from your ERP or system kept up to date in HubSpot. The rest, such as the receipt on a won deal or payment links, is quoted after the diagnostic at a fixed price.

Do I have to give you my HubSpot password?

No. A private app with just the permissions needed is created in your account, and its access can be switched off whenever you like.

Tell us how youuse HubSpot.

Tell us how you use HubSpot, what other systems you have and what you still move by hand. In 30 minutes we'll tell you what HubSpot solves, what we'd build and what it would cost, free and with no commitment.

We reply within 24 hours.

or if you prefer
Message us on WhatsApp

or email us at contacto@codeform.cl