HubSpot Coda Commerce API Scope

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  • Synchronisation of Account details (Address, Office, Contacts and Account Status – Premium – On Hold – Dormant - Prospective) – When you enter a new account on HubSpot this will transfer in to Navigator (or should you enter the account in to Navigator, it will sync in to HubSpot)

  • Job Issues – Utilising the update status events in Nav (for example: Consignee Closed, Consignee Not In etc) This will report back to the account on the notes HubSpot.

  • Quotes (Deals & Deals Won) – If you email a quote from Nav to the client this will be recorded in HubSpot, should the quote become a real job this will show in HubSpot as a deal won.