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HubSpot Integration

Track feedback on behalf of users from within HubSpot

Jacques Reulet avatar
Written by Jacques Reulet
Updated over 3 months ago

Overview

Link HubSpot deals and contacts to Canny posts directly from HubSpot.

  • See the Opportunity value of HubSpot deals on your Canny posts to better prioritize the posts you work on.

  • HubSpot deals can also be used as roadmap factors.

  • The HubSpot integration is available on the Business plan. Contact us to get a quote. Just start a chat!


Set up the integration

To get started, go to your HubSpot settings page and authenticate your HubSpot account. You'll be directed to HubSpot to allow access.

Once you're back in Canny, you'll see the options for data sync. This is the information you can send to Canny from HubSpot and includes any custom fields you created for both users and companies in HubSpot:

This data can be used to create User Segments and will appear on user profiles.

You can also use these fields in the Company fields tab in the Fields page of the Canny settings to generate the customer requests report.


Adding feedback

In HubSpot, you'll see a Feedback widget appear on Contact and Deal pages. Use that to link HubSpot contacts and deals to Canny posts.

Click on Link post to search for an existing post, or create a new one:

Clicking on a post title will open the post in Canny.

The linked posts will show up as cards in the Feedback widget in the sidebar:


HubSpot Deals

When a Canny post is linked to a deal from HubSpot, the deal amount is used as the Opportunity value in Canny.

This means that you can use HubSpot deals to track how much revenue opportunity is associated with that particular Canny post.

HubSpot deals can also be used as roadmap factors when prioritizing your feedback.

Opportunities

Canny will display the amount of the deal as part of the total Opportunity value for a given post. You can also sort your Canny view by Opportunity in the Feedback tab:

You can toggle between the voter list and the opportunities list as needed:

Canny will show the deal amount and status to see which opportunities your team can win, as well as which deals were lost and won. Deals are synced daily using HubSpot data.

This is how Canny can help your team prioritize high-value features!


​Note: The HubSpot integration is only available on the Business plan. Contact us to get a quote!


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