Managing customer relationships in HubSpot while running memberships, contracts, billing, and resources in OfficeRnD can quickly become complicated, leading to duplicate data, manual updates, and errors.

The HubSpot integration in OfficeRnD Flex solves this by connecting entities in OfficeRnD (Companies, Members, Billing Plans, Resources, and Contracts) with their corresponding objects in HubSpot, enabling you to automatically sync records, map properties, and transfer data between the two systems.

Before you begin, familiarize yourself with the following terminology used in the HubSpot integration.

Entities

In OfficeRnD, entities are the data objects that organize your workspace information, such as Members, Companies, or Plans. For example, when you are billing a business rather than an individual, you must create a Company entity. Entities in OfficeRnD connect to objects in HubSpot.

Objects

In HubSpot, objects are data types, including Contacts, Companies, Deals, and Tickets. Each object organizes and stores information in records and properties. Objects in HubSpot connect to entities in OfficeRnD.

Properties

Properties are fields inside an entity or object. They store specific information, such as a member's email address or the amount of a Deal. Properties can be mapped between OfficeRnD and HubSpot.

Records

A record in HubSpot is a single instance of an object, such as an individual contact, company, deal, or ticket.

Connect

The process of connecting represents linking an entity in OfficeRnD to an object in HubSpot. Once connected, data can flow between the two systems.

Map

The process of mapping represents linking properties between OfficeRnD and HubSpot. For example, you can map a Member's "Email" property in OfficeRnD to the "Email" property of a Contact in HubSpot.

Sync

Syncing is the process of transferring data between OfficeRnD and HubSpot. It depends on which entities are connected and which properties are mapped.

Companies

The Company entity in OfficeRnD matches the Companies object in HubSpot. They represent businesses you work with and can be linked to Members, Opportunities, Contracts, and Tickets.

Members

Members in OfficeRnD are people who use your spaces and resources. Their entity stores memberships, billing, and booking information. Members in OfficeRnD connect to Contacts in HubSpot.

Contacts

Contacts in HubSpot represent individual people, including leads, customers, and partners. Each Contact record stores details like contact information and interaction history. Contacts connect to Members in OfficeRnD.

Plans

A Billing Plan in OfficeRnD defines the pricing model for memberships, resources, or services. The Billing Plan entity connects to the Products object in HubSpot.

Resources

Resources in OfficeRnD are physical items, such as desks, offices, or Meeting Rooms, that can be booked. The Resource entity connects to the Products object in HubSpot.

Products

Products in HubSpot represent what your business sells, such as memberships or resources. Products are connected to Billing Plans and Resources in OfficeRnD and can be added as Line Items in Deals.

Line items

Line Items in HubSpot are specific products or services added to a Deal. Each Line Item pulls product details, including name, price, quantity, and discounts.

Contracts

Contracts in OfficeRnD are legally binding agreements that define membership terms, including start and end dates, duration, and auto-renewal options. Contracts connect to Deals in HubSpot.

Opportunities

Opportunities in OfficeRnD are used to track potential or past deals with qualified leads in your sales pipeline. Opportunities connect to Deals in HubSpot.

Deals

Deals in HubSpot represent potential or closed sales opportunities. They track details such as value, stage, and associated Contacts or Companies. Deals connect to Contracts and Opportunities in OfficeRnD.

The HubSpot integration allows for granular syncing:

The following table shows which properties are synced for each OfficeRnD entity.