CRM Systems (coming soon)

CRM Systems

STATUS: HubSpot is available on request: Airplate switches it on for your venue, then you connect it from its tile in Settings > Integrations by signing in to HubSpot. Salesforce is coming soon.

HubSpot (available on request)

Ask Airplate to switch HubSpot on (the tile's Request access button). Then connect it from the HubSpot tile by

signing in to HubSpot. Airplate never asks for a HubSpot API key.

What it does, one way, from Airplate to HubSpot:

• The client becomes a contact, matched by e-mail address
• Their company becomes a company, matched by name, linked to the contact
• The request becomes a deal, with its amount and the event date as the close date, linked to both
• Later changes to the request update that same deal's name, amount and close date
• The deal stage follows the booking status in the default pipeline (Contract Sent, Closed Won, Closed Lost); a

deal you moved to your own pipeline keeps your stages

• Nothing flows back from HubSpot into Airplate

Salesforce (coming soon)

Salesforce follows HubSpot. It is not available to venues yet.