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How to create HubSpot Deals from within the Intercom Inbox
How to create HubSpot Deals from within the Intercom Inbox

In this Intercom and HubSpot integration guide, we'll show you how to create deals right from your inbox without a developer.

Colin Longworth avatar
Written by Colin Longworth
Updated over a week ago

After you've connected Intercom and HubSpot, you'll be able to start using them in ways you've always needed to.

Creating Deals

All of your team will be able to manually create deals in HubSpot right from their Intercom inbox.

Haven't connected yet?

From your inbox, you'll see the HubSpot by Highways app in the right hand side. 

  1. Click Create Deal

  2. Enter the Deal Details

  3. Click Create Deal

Now that Deal will exist in both Intercom and HubSpot. Your whole team will now be able to view this deal in both Intercom and HubSpot.

Extra Integration Information

Deal Details

  • Title - the name you want to give the deal, e.g. Enterprise Deal

  • Value - the estimated value of the deal, e.g. 50,000

  • Stage - the HubSpot deal stage, e.g. Appointment Scheduled

  • Pipeline - the HubSpot Pipeline the deal will live under, e.g. Sales Pipeline

  • Deal Type - the type of deal you're creating, e.g. New or Existing Business

What exactly happens on Deal Creation?

  • A deal record is created in HubSpot.

  • The deal is associated to the Contact and Company you created it under

  • Deal Owner is the teammate who created the deal in Intercom

  • Original source data 2 is set to Intercom

  • Time First Seen is set to the First Seen date from Intercom

What else can I do?

Once you've completed the installation process, your Intercom and HubSpot apps will now be integrated. From there you and your team will be able to:

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