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Flourish Software HubSpot App and Integration Guide

Sync Flourish data to the HubSpot CRM, including companies, contacts, items, and orders

Admin CG
Updated by Admin CG

Flourish HubSpot App Overview

Install Flourish's native HubSpot app to sync data from the Flourish application back into HubSpot's CRM. This fully aligns sales and marketing activity with the operational power of Flourish.

This integration supports:

  • Full data sync
  • Ongoing data sync
  • Custom field mapping per object
  • Control over what data objects to sync

Flourish Data Object

HubSpot Data Object

Destination

Company

Item

Product

Retail Customer

Contact

Outbound Order

Order

Retail Order

Order

Implementation Process

Prerequisites for Customer

Flourish is a HubSpot Partner. Please work with us to sign up for HubSpot. We can help guide you in selecting the correct plan and save you money.

BEFORE enabling sync, you must have a HubSpot Account. Best practice is to use HubSpot’s export/import feature to add Flourish's destination ID to existing Company records and Flourish's SKU to existing item records within the CRM.

  1. For Destinations (if CRM already has companies):
    1. Export companies from HubSpot to Excel
    2. Add column: flourish_destination_id
    3. Populate with Flourish destination IDs (manual mapping)
  2. For Orders: No prerequisite needed
    1. Fresh sync from Flourish
  3. For Items (if CRM already has products):
    1. Similar Excel export/import process
    2. Ensure SKUs match between systems
    3. Or just let Flourish create all products (cleaner)
    4. Re-import to HubSpot as UPDATE (not create)

HubSpot App Installation

The app is currently in private beta. Please contact Flourish support to install the app. We will update this help documentation once the app is published to the HubSpot app marketplace.

Integration Steps within Flourish

Navigate to Settings > Integrations to see the HubSpot integration configuration option.

Step 1: OAuth Connection

Flourish connects to HubSpot using an OAuth consent screen. You will enter your HubSpot credentials and authorize the connection.

Step 2: Review existing CRM Data

Follow the steps in the pre-integration if not addressed prior to installing the app. 

Step 3: Update mappings

Define field mappings as desired

Step 4: Sync items

Click the button to run a full product catalog sync

Step 5: Sync destinations / customers

Click the button to run a full destination sync. The Flourish App creates the destination_id Custom Field if it does not exist. Sync these data objects prior to syncing orders to ensure the orders have a matching record in HubSpot.

Step 6: Sync Orders

Optional: Click the button to run a historical order sync. Enable the order sync for ongoing data syncing.

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