We would happily assist your organization in completing the following steps if you email: info@zebrafi.com
Minimum requirements
SalesHub | Professional or Enterprise
Get Portal ID
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- In Hubspot, Click the profile dropdown and copy the portal ID as shown below
- In Zebrafi, go to https://app.sellingtozebras.com/#/admin/integration > Click HUBSPOT DATA and enter the Portal ID
- In Hubspot, Click the profile dropdown and copy the portal ID as shown below
Create Custom Properties
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- In Hubspot, Go to Settings > Properties>Create Property
- Set Object Type to Deal
- Set Group to Deal Information
- Enter Label stz_opportunity_id__c
- Click Next
- Set Field Type to Number
- Set Format to Unformatted Number
- Click Create
- In Hubspot, Go to Settings > Properties>Create Property
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Repeat so you have the following properties:
- stz_opportunity_id__c (Numberfield)
- Zebra Score 1 (Numberfield)
- Zebra Score 2 (Numberfield)
- Zebra Score 3 (Numberfield)
- Zebra Score 4 (Numberfield)
- Zebra Score 5 (Numberfield)
- Zebra Score 6 (Numberfield)
- Zebra Score 7 (Numberfield)
- Zebra Score Changed (datetime)
Connect Your User Account
Next Connect Your User Account
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