HubSpot

Bunny's HubSpot integration enables you to manage Bunny quotes and subscriptions from within HubSpot.

Note that this integration does not make use of HubSpot’s own quoting and subscriptions. The quotes and subscriptions exist in Bunny only.

RequirementsLink to Requirements section

  • Admin access to HubSpot.
  • Admin access to a Bunny instance.

InstallationLink to Installation section

Installation of the Bunny App in your HubSpot account is done directly in Bunny. Login or Signup here to start installation.

Configure the HubSpot integration in BunnyLink to Configure the HubSpot integration in Bunny section

HubSpot Sync integration page in Bunny with the Enabled toggle, configuration status not authorized and Connect to button

HubSpot integration configuration

  • Switch the Enabled slider to on and then Save the integration.
  • Finally click the Authorize with App button and confirm access to authenticate using your HubSpot account from Bunny.

Configuring HubSpotLink to Configuring HubSpot section

In order for Bunny quotes and subscriptions to show up in HubSpot, you have to go through a number of manual steps first. We are going to add two new tabs: Bunny quotes and Bunny subscriptions.

Adding the Bunny quotes tabLink to Adding the Bunny quotes tab section

Go to Companies and select a company. Then click the Customize link at the top.

HubSpot company record with the Customize link highlighted next to the Overview, Activities and Intelligence tabs

Select Default view.

HubSpot Objects settings for Companies on the Record Customization tab with Default view highlighted

Click the + sign to add a new tab.

HubSpot Company record page layout editor with the + Create new tab button highlighted

Name the tab “Bunny quotes”.

HubSpot Create tab dialog with the tab name Bunny quotes entered

After you have saved the tab, click the Add card button.

Empty Bunny quotes tab in the HubSpot layout editor with the Add card button highlighted

Click the Card library tab and search for Bunny. Then add the Bunny Quotes card.

HubSpot Card library filtered by bunny, showing Bunny Subscriptions, Bunny Statistics and Bunny Quotes with Add card highlighted

After adding the card, it will appear is the first card on the Bunny quotes tab you just created. Now click Save and exit.

HubSpot layout editor with the Bunny Quotes card added to the Bunny quotes tab and the Save and exit button

This takes you back to the Company form where you can see the Bunny quotes tab.

HubSpot company record showing the new Bunny quotes tab with the Bunny Quotes card and a Create quote button

Adding the Bunny subscriptions tabLink to Adding the Bunny subscriptions tab section

Follow the exact same steps as for Bunny quotes, but use Bunny subscriptions instead.