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CRM Integration with Light (HubSpot & Salesforce)

Learn how to integrate HubSpot or Salesforce with Light to automatically sync customer, deal, and product data, including setup, workflows, data mapping, testing, and go-live.

 

Getting Started with CRM Integration

Integrating your CRM (Customer Relationship Management) system with Light allows you to automate the flow of sales, customer, and product data between platforms. This ensures data consistency, reduces manual work, and helps Finance and Revenue teams stay aligned.

This guide explains how to connect HubSpot or Salesforce to Light, define integration workflows, map your data, and move safely from testing to live synchronization.

Prerequisites

  • Administrator access to your HubSpot or Salesforce account.

  • Administrator access to your Light account.

  • A clear understanding of the data you wish to synchronize between your CRM and Light.



Connect Your CRM Account

The first step is to authorize Light to access your CRM data.

  1. Navigate to Settings in your Light account.

  2. Select the Integrations tab.

  3. Click Connect next to the HubSpot or Salesforce logo.

  4. You will be redirected to your CRM's login page to authenticate and grant the necessary permissions.

 

Define Your Integration Workflows

Once connected, you need to define the logic that will govern the data sync. We provide two standard, out-of-the-box workflows that cover the most common use cases. Please review them and determine which best fits your needs.

Default Workflow 1: Opportunity/Deal Won

This workflow is triggered when an Opportunity (Salesforce) or Deal (HubSpot) is moved to a "Closed-Won" stage.

  • Action: Light ingests the associated Account/Company.

  • Logic:

    • If the Account/Company does not yet exist in Light, it will be created as a new customer record.

    • Data fields from the CRM record are mapped to corresponding fields in Light.

    • Based on the mapped data, a new Invoice or Contract is created or updated in Light.

Default Workflow 2: Product Synchronization

This workflow keeps your product catalog in sync.

  • Action: When a product is marked as "Active" or updated in your CRM.

  • Logic:

    • Data fields from the CRM product record are mapped to corresponding fields in Light.

    • The corresponding product in Light is either created or updated with the new information.

💡Note: If your requirements differ from these standard workflows, please discuss them with our implementation team the next steps.

 

 

Complete the Data Mapping Template

To ensure data is transferred accurately, you will need to map the fields from your CRM to the corresponding fields in Light.

Our implementation team will provide you with a data mapping spreadsheet. In this file, you will specify which field in HubSpot/Salesforce (e.g., "Deal Amount") corresponds to which field in Light (e.g., "Contract Value").

Completing this template accurately is crucial for a successful integration.

 

Implementation and Testing

Once you have returned the completed mapping template, our team will handle the technical configuration.

  1. Configuration: Our implementation specialists will use your mapping document to build the data connections and configure the logic for your chosen workflows. During this stage, we may reach out to clarify any specific requirements.

  2. Pilot Test: We will work with you to test the integration using one or two sample deals/opportunities from your CRM. This allows us to verify that the data syncs as expected and make any necessary adjustments before a full rollout.

 

Go-Live and Ongoing Support

Activation
Following a successful testing phase and your final approval, we will activate the live synchronization. From this point forward, your CRM and Light will sync data automatically based on the configured workflows.