What it does
The HubSpot integration syncs Govly opportunities to HubSpot as deals. When you push an opportunity from Govly, it creates a deal in your default HubSpot pipeline with Govly-specific fields. If the opportunity is later updated in Govly, the corresponding deal in HubSpot is updated automatically.How it works
Govly connects to your HubSpot account via OAuth. When you first connect, Govly creates a custom property group called “Govly Opportunity Details” in your HubSpot account. This group contains fields for tracking Govly-specific data on each deal. When you push an opportunity, Govly maps its data to HubSpot deal fields. Native deal properties are set directly, while Govly-specific fields are populated as custom properties in the Govly Opportunity Details group.Fields synced to HubSpot
Native Deal Properties
- Deal Name (AI-generated title, or original title, or solicitation number)
- Description (AI summary or source description)
- Close Date (response deadline)
Custom Properties (Govly Opportunity Details)
How to use it
Connecting your account
- Click Connect HubSpot above
- Authorize Govly when redirected to HubSpot
- Once authorized, the connection is active and ready to use
Pushing opportunities to HubSpot
- From the opportunities page, click the HubSpot button on any opportunity
- The opportunity will be created as a deal in your default HubSpot pipeline
- Changes to the opportunity in Govly will automatically update the deal
Viewing Govly fields in HubSpot
Govly custom properties are attached to each deal record automatically. To view them:- Open any deal in HubSpot
- Select View All Properties under Actions
- Look for the Govly Opportunity Details property group to see the custom properties added to your deal
- Open any deal in HubSpot
- Edit any card in the deal view
- Add one or more custom properties from the Govly Opportunity Details property group
- Save your changes — the fields will appear on all deals using that view