Overview

The HubSpot–Valuecase integration brings your customer‑facing spaces right into your CRM, so you can manage onboarding projects, guide prospects through their journey and keep everyone aligned without ever leaving HubSpot.

Why teams choose Valuecase + HubSpot

Create, edit & share spaces directly inside HubSpot

Stop context‑switching between tools. From any HubSpot deal, reps can open the Valuecase card, click Create Space and spin up a personalised customer space in a few clicks. Deal information such as company name and contact details is automatically pre‑filled. Teams can then select the right template, add or adjust details, and immediately share a link to their buyer.

Need to jump back into an existing space? The integration embeds the space viewer right in the deal sidebar, so you can open and edit it without leaving HubSpot.

Learn how to create spaces from HubSpot →

Automate onboarding, sales & CS workflows end‑to‑end

Whether you're onboarding hundreds of customers or guiding prospects through complex deals, manual steps slow you down. Valuecase's native actions in HubSpot workflows allow you to create or update spaces automatically. Trigger automation when a deal enters a new stage, when a field value changes or when a renewal is coming up.

Dynamic space properties let you control what buyers see based on CRM data – from product‑specific pages to contract values. You can keep spaces in sync as deals progress; you can automatically reveal new tasks or hide irrelevant steps when a deal moves forward.

Example automations:

• ‍Automated onboarding: When a deal closes, generate a branded onboarding space with the right template and pre‑filled customer details.
• Stage‑based updates: As ticket progresses, automatically unlock relevant pages or tasks to keep buyers moving.
• Product‑specific content: Use HubSpot fields to display only the documentation and playbooks each customer needs.‍
• Renewal workflows & hand‑offs: Trigger new renewal spaces or implementation spaces when deals transition to customer success.

Learn about HubSpot workflow automation →

Track engagement in HubSpot

You shouldn't have to guess what your customers are doing. The integration synchronises 16+ data points back to HubSpot – including last task completed, current milestone, next due date, MAP status and engagement score. These properties live on your deal, contact or company records.

Properties synced include:

• Space visits & last visit date
• Engagement score
• Action plan progress & status
• Current milestone & open tasks
• Next due date
• Most recently completed tasks & dates
• Days since last task completed
• Total activities count

With this data in HubSpot, you can:

• Build custom reports and dashboards to track onboarding progress or deal momentum
• Set up alerts when engagement drops or milestones are at risk
• Segment customers by engagement score for targeted outreach
• Monitor team performance with action plan completion rates

Learn about Valuecase properties in HubSpot →

Update HubSpot based on customer actions

The integration doesn't just push data to HubSpot – it lets you trigger workflows and update fields based on what customers do in Valuecase. When buyers complete milestones, submit forms or finish tasks, automatically update HubSpot properties and trigger the next steps in your workflow.

Example automations:

• Customer completes onboarding form → Update HubSpot deal stage to "Implementation
• Customer submits kickoff survey → Trigger internal notification
• Action plan reaches 100% → Move deal to "Live" and notify account owner

This closes the loop between what customers do in Valuecase and what happens in your CRM – enabling true end-to-end automation.

Designed for onboarding, sales & CS teams

Valuecase's HubSpot integration is flexible enough for every team across the customer lifecycle:

Onboarding teams can personalise milestones and tasks for each new customer, automate creation and updates, and track progress without toggling tools.

Sales teams can use spaces as digital sales rooms to share collateral, mutual action plans and timelines directly from the deal record, while automations ensure prospects always see the next step.

Customer success teams can launch renewal or expansion spaces, surface implementation milestones and update HubSpot fields when customers complete steps.

Because you control the template, tasks and forms that appear in a space based on HubSpot fields, your customer experience scales without manual work.

Frequently asked questions

What is the Valuecase HubSpot integration?

It seamlessly connects Valuecase and HubSpot so you can create, edit and share spaces without leaving your CRM.

What data does Valuecase sync back to HubSpot?

The integration adds 16+ properties to deals, contacts and companies – including visits, engagement score, milestones, due dates and completed tasks.

Can I automate Valuecase with the HubSpot integration?

Yes. HubSpot workflows can automatically create or update spaces based on deal stage, field changes or other triggers. Our automations also support HubSpot actions, allowing you to e.g. set a HubSpot deal stage based on progress in Valuecase.

Can I connect a Valuecase Space to multiple HubSpot objects?

Yes. You can connect Valuecase spaces to deals, tickets, service objects, or custom objects—whatever fits your workflow.

Can I connect Valuecase to custom HubSpot objects?

Yes. Our integration supports custom objects.

Is the HubSpot integration included in my subscription?

See pricing for more info

Can I try the HubSpot integration?

Yes. After signing up for a free trial, you have access to the integration.