How to connect HubSpot and Sanka
How to connect HubSpot account with Sanka
Overview
By integrating HubSpot with Sanka, you can keep HubSpot as your CRM while managing quotes, billing, and post-sale operations end-to-end in Sanka. Contacts, companies, deals, and properties stay in sync, so your team and AI agents can run sales operations on top of Sanka. This guide walks you through connecting Sanka and HubSpot to smoothly bridge your CRM and sales operations.Prerequisites
- Admin access to your Sanka workspace, and a HubSpot Super Admin (or a user with permission to approve app integrations).
How to connect HubSpot and Sanka
① In the left sidebar of the dashboard, click the Workspace tab, then click Integrations.
② Start the integration setup from Create integration or the :heavy_plus_sign: New button.
③ A list of all applications you can connect to Sanka is shown. Select HubSpot and click the Connect button.
④ You will be taken to the HubSpot login screen. Select Sign in to your HubSpot account.
⑤ Sign in to HubSpot.
⑥ Select your HubSpot account. If you have multiple accounts, pick the one you want to connect.
⑦ You will be redirected back to the Sanka integrations page. Once HubSpot appears in the integrations list, the connection is complete.
Import data from HubSpot
Once the HubSpot integration is complete, you can bring HubSpot deals into Sanka as orders and flow them into billing, subscriptions, and other back-office workflows. For the full walkthrough, see How to import HubSpot data into Sanka.How to open Sanka from inside HubSpot
For teams who find it tedious to switch back and forth between HubSpot and Sanka, here's how to open Sanka from inside HubSpot. This assumes you've already completed the HubSpot integration described earlier in this article.-
Open any Deal, Company, or Contact record in HubSpot. Click Customize at the top center.
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Select the view you want to add Sanka to.
- Click the plus button on the middle or right column of the layout, whichever you want to add Sanka to. In this example we add it to the right column.
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On the Create card screen, click Find app cards.
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On the Discover app cards screen, search for "Sanka".
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The Sanka ERP overview is displayed. Click the Manage button on the left.
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The Sanka ERP details page opens. In the top task bar, select App cards.
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In the app card section, click Manage Sanka locations.
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In the record page settings, check the right sidebar box for the relevant view.
There are tabs for Contact, Company, and Deal — configure each one. Click Save after checking the box.
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A Sanka panel has been added to the view. Click Open Sanka in a new tab to open your Sanka workspace.
