Prerequisites
- Admin access in both Sanka and HubSpot (or permission to approve app connections).
- Aligned field names for key items such as amount, start date, billing cycle, and order status.
- One test Deal and Company for validation.
Connect and authorize
- In Sanka, go to Workspace > Integrations > Create integration, choose HubSpot, and start the flow.
- Sign in to HubSpot and approve the connection. Confirm the HubSpot account appears in Sanka’s integration list.
- In HubSpot, add the Sanka ERP card to Deal/Company/Contact views and select the Sanka workspace. Verify the card opens Sanka in context.
Basic sync settings
- Stage mapping: Align HubSpot Deal stages with Sanka order statuses so updates stay consistent.
- Property sync: Sync only the fields you need (amounts, dates, billing cadence). Exclude extras to keep data clean.
- Import mode: Start with “create only” for first runs; switch to “create and update” once the process is stable.
Go-live checklist
- Open Sanka from a HubSpot Deal and confirm quotes, invoices, or inventory show the correct record context.
- Import the test Deal into Sanka and create a sample invoice or PO to validate permissions.
- Review access: sales as viewers, back office as editors, with clear ownership for approvals.
- Revisit mappings whenever you add pipeline stages or change product master data.