Create a space for a deal
The Valuecase <> HubSpot integration enables Sales Users to create new spaces directly from their CRM system.
Here is how it works:
Simply navigate to a deal. In the sidebar on the right-hand side of the screen navigate to the Valuecase space card and click on 'create space'. You may need to scroll down a bit to find the Valuecase integration.
An embedded Valuecase window will open automatically in HubSpot. Some of the required information to create a new space will already be prefilled based on your HubSpot properties.
Next, select your preferred Valuecase Template, fill out the missing information, if any, and click on 'create space'.
Congratulations! You have successfully created a space. You can now use Valuecase's flexible editing tools to customize the space for your lead.
Finally, you can copy the sharing link from the Valuecase HubSpot Card and share it with your client.
Find the space associated with a deal
The Valuecase <> HubSpot integration makes it easy to find and access a space from within a deal.
You can find the sharing URL in the Valuecase card. Simply copy the URL and share it with your buyer, or open it in another window to see a preview.
Navigate to the Valuecase card within a HubSpot deal and then navigate to Actions. Click Open to view and edit a space directly embedded in your HubSpot browser window.
