Guide
This guide is quite advanced, if you are not familiar with the Highlights concept, check Highlights first.
Integrating your HubSpot CRM with Fibery allows you to augment feedback data with valuable CRM information. It will help you to answer the following questions:
What does a specific company want?
Is this feedback from our target company?
Is this feedback from a customer or a prospect? What is the deal size of this prospect?
What are the backlog priorities based on company size, market segment, revenue, etc.?
You can have all this information in Fibery automatically.
Overview
Here is what we should do:
Enable HubSpot sync
Auto-link HubSpot Contacts to feedback Sources and add Company lookup to every Source database
Auto-link Highlights to the Company from a Source database
Setup custom prioritization framework based on feedback volume and company size (or any other Company fields). You need this step only if you want to build this custom prioritization framework, otherwise you can just skip it.
Enable HubSpot sync
Check HubSpot integration integration to install HubSpot. In general, it is very easy, just find HubSpot in Templates → Integrations and follow the steps.
Fibery creates HubSpot space and syncs all databases from HubSpot, including Contacts, Companies, Deals, etc.
Auto-link HubSpot Contacts and Companies to feedback Sources
Now, we should connect feedback Sources to Contacts that get synced from HubSpot. The best ID for this is email. For example, you have Interview as a feedback source database, and there is an Email field where you put an email of a person who attended a call.
There is also an Email field in the Contact database, so our next step is to create a relationship between the Interview and Contact databases.
Go to Interview entity and click New Field, select Relation
Select Contact from the HubSpot space
Click Advanced and enable Automatically link Interviews and Contacts
Select Email field in the Interview database and select Email field in the Contact database
Save changes
Now, when you set an Email field for an Interview, a relation to HubSpot contact will be created automatically. Here is how it looks:
Add Company lookup to a Source
Contact is not enough since all important information is stored in a Company. Let's link the Company to the Interview as well. This can be done via Lookups field:
Go to Interview entity and click New Field, select Lookup
Select Contact relation
Then select Associated Company field
Now, every interview is linked to a Company via Contact!
Link Highlights to Company
The next step is to add Company relation to Highlights.
Navigate to Settings → Highlights
Click New Field → Formula for Highlight database and add the following formula named Source Company.
IfEmpty([Source → Interview].Company)
This ensures every Highlight created from an Interview is linked to a Company (if the Interview itself is linked to a Company).
For example, this feature has two Highlights, one from Test IO company (remember, this is a Company from HubSpot, and it appeared here automatically).
You can create a view that shows all Highlights for a single Company. For example, you can create a Table View, select Highlight as a database, and filter Highlights by some exact company. This way, you can see the requests and features related to a specific company.
Note that if you have several Sources, you will have to make formula like this and mention every Source database (here we assume that you have Company relation in Interview, in Conversation and in Chat databases
IfEmpty(
[Source → Interview].Company,
[Source → Conversation].Company,
[Source → Chat].Company
)
Setup custom prioritization framework based on Company Size (or other fields)
Imagine that you want to calculate Feature priority based on feedback volume and value feedback from large companies more.
First, let's define the Score formula for a Highlight.
Navigate to Settings → Highlights
Click New Field → Formula for Highlight database and add the following formula named Score.
IfEmpty(Severity.Value, 1) *
If(
[Source Company].[Number of Employees] >= 100, 2,
If([Source Company].[Number of Employees] >= 20, 1.5,
1)
)
This formula takes into consideration the Highlight Severity value, see Highlights and Targets formulas, and multiply it by the Company Size coefficient. We define the Company Size coefficient this way:
Note how we extract Number of Employees information from a Company. Similarly, you can extract any information you store in HubSpot Company and use it to calculate Score, like Total Revenue, Country, Deal Value, etc.
For example, the Time Tracking feature has two linked Highlights, and every Highlight has some Score.
The final step is to define Priority Score for Features.
The simplest way is just to summarize all linked Highlights Scores:
Highlights.Sum(Score)
Or maybe you want to consider Effort. Let's say you estimate Features using T-shirt sizes.
In this case, the formula may look like this (basically, we divide by effort since large effort should reduce priority):
(Highlights.Sum(Score) * 10)/IfEmpty(Effort.Value, 1)
When you have the Priority Score field set, the final step is to create a Backlog view and sort features by Priority Score: