Prerequisites
You must have a valid HubSpot account and access to the settings of your Hyperline account. We recommend experimenting with a test account before going live. You can create a free HubSpot account and use the test mode of your Hyperline account during setup and testing.Embedded Hyperline UIs in HubSpot
Installation
Upon connecting your HubSpot account to Hyperline, Hyperline automatically add an HubSpot card to your HubSpot account. This card will appear on your company and deal pages, allowing your revenue teams to keep using HubSpot while seamlessly accessing all Hyperline functionalities.Card
Once installed, this card can be used on both company, contact, and deal pages (right side panel). It provides several available actions, allowing you to:- create Hyperline quotes
- create Hyperline subscriptions
- manage the related Hyperline customer
User access
HubSpot users do not need an existing Hyperline account. When a user triggers a Hyperline action for the first time, a corresponding Hyperline user is automatically created using their HubSpot email address and assigned to your default Hyperline role (the ‘Account manager’ role if not changed). When Hyperline interfaces are opened inside HubSpot, the user’s Hyperline role is applied to ensure the correct view and edit permissions. These permissions are managed directly in Hyperline under Settings > Team.Data reconciliation
When retrieving Hyperline customer data from a HubSpot company or deal record, the following lookup mechanism is applied:- If it’s a deal record, use the associated company or contact record for the lookup.
- If the company record is already linked to a Hyperline customer (via the Integrations section on the Hyperline customer page), that customer is used.
- If the company record has a value in the Hyperline customer ID custom field, we attempt to resolve the corresponding Hyperline customer.
- If the company record has a value in the Hyperline external ID custom field, we attempt to resolve the Hyperline customer whose ID or external ID matches that value. If the HubSpot company and the Hyperline customer were not previously linked, the link is automatically created—provided the integration settings allow it (customer sync enabled, sync direction including HubSpot → Hyperline, and either all customers or only those marked for sync).
Data synchronization
In addition to the fully built-in embedded UIs, the integration can also synchronize data from Hyperline to HubSpot custom objects. This synchronization is optional and can be configured afterward.Data synchronization with custom objects is only available for HubSpot companies and not for contacts.
Prerequisites
To synchronize data, Hyperline requires specific custom objects to exist in your HubSpot account. Hyperline does not have permission to automatically create custom objects in your HubSpot account. You must create them manually using the object internal names listed below. If a required custom object does not exist, you will be unable to activate synchronization for that entity, and no data will be pushed to HubSpot.Custom objects are available only on the HubSpot Enterprise plan.
For more details, see the HubSpot documentation.
| Entity | HubSpot object internal name |
|---|---|
| Quote | hyperline_quotes |
| Quote line item | hyperline_quote_line_items |
| Quote coupon | hyperline_quote_coupons |
| Quote phase | hyperline_quote_phases |
| Quote file | hyperline_quote_files |
| Subscription | hyperline_subscriptions |
| Subscription product | hyperline_subscription_products |
| Subscription coupon | hyperline_subscription_coupons |
| Subscription phase | hyperline_subscription_phases |
| Invoice | hyperline_invoices |
| Invoice line item | hyperline_invoice_line_items |
| Custom property value | hyperline_custom_property_values |
Create a custom object in HubSpot
Create a custom object in HubSpot
To create the required custom objects:
- Click the Gear icon (top-right corner).
- Navigate to Data Management → Objects → Custom Objects.
- Click the Create Custom Object button.
- Enter the object details. Hyperline requires the Internal name to match one of the names listed in the table above. You may customize the display name as you prefer.
- Repeat this process for each object you want to synchronize.
Each custom object must include a mandatory
name field of type text.We recommend creating only the custom objects required for the specific entities you wish to sync.
Customers sync
When enabled, Hyperline customers are synchronized with HubSpot companies. You can choose the synchronization direction (one-way or bidirectional) and specify which HubSpot companies should be imported into Hyperline (all companies or only flagged ones). During the integration setup, Hyperline creates a “(Hyperline) Synchronize” checkbox custom field (hyperline_sync slug) on the Company object.
When selecting the “Only flagged companies” option, the integration will import and synchronize only the companies where this checkbox is enabled, ignoring all others.
Mapping
Below are the default field mappings between Hyperline entities and HubSpot objects.