HubSpot Mapping Billing Shipping Contact from Deals

Use Case: 

How do we pass billing/shipping information of customers and deals to Ordway?

1. In Ordway, access the HubSpot integration via Menu > Integrations > HubSpot > Settings. 
2. Click the Settings tab again and ensure these settings are enabled:

2. For Companies, Upon Contact Creation in HubSpot, assign a buying role to your contacts - either Billing or Shipping. This assigns the contact as billing or shipping contact in Ordway. 
   
   A Buying role must be assigned even for Deals, if you want a specific contact on HubSpot to appear as Subscription (Contract) Billing Contact on Ordway.

To pass the Billing/Shipping Contact Information from Deals in HubSpot to Ordway, ensure the following steps are in place. 

1. In Ordway, access the HubSpot integration via Menu > Integrations > HubSpot > Settings.
2. Click the Settings tab and ensure these settings are enabled:

3. In HubSpot, Create a Custom Single Line Text field with the label Billing Contact.

4. Navigate to Deals > Actions > View all properties > Manage Properties > Create Property. 

5. Navigate back to Deals > Actions > Customize Properties > Choose this field so it starts displaying on the deals form.

6. Now, identify the billing contact you want to set to this field. To do this, copy the HubSpot contact ID from the HubSpot path URL.

7. Map this field to the billing contact in Ordway.

8. Assign the Billing Contact Role to this Contact in HubSpot.

9. Navigate to Contacts > select the contact > Edit. 

Now, you are all set to sync the deal to Ordway!