To streamline the integration of Bliro with HubSpot, Bliro offers a seamless way to link its Desktop App directly in your HubSpot interface using custom properties. This guide will show you how to set it up and start using it right away.
By leveraging HubSpot's custom properties for Deals, Companies, or Accounts, you can quickly open Bliro directly from HubSpot using the following link: bliro.io/openbliro
Start Bliro from your HubSpot Deal, Contact or Company View
This step-by-step guide will help you create a custom property for your HubSpot Deals. The process is identical for setting up custom properties for HubSpot Contacts and Companies.
Create a new custom property
Go to your Deal Properties in HubSpot by navigating to: Settings → Data Management → Properties → Deal Properties.
Click on “Create Property” to begin setting up your custom property.
In the “Group” dropdown menu, select Deal Information (or choose a different group if you prefer).
Give the new property a fitting label, like "Start Bliro", to make it easily identifiable.
In the Field Type section, choose Single-line text.
Leave all other settings as they are; no further customization is necessary.
Click Create to finalize the new property.
Move Custom Property to the Top of Your Deal View
To make the "Start Bliro" property easily accessible:
Navigate to one of your deals and click on the settings in the "About this deal" section.
Add the "Start Bliro" property to your Deal card and move it to the top of the list to ensure users can easily find it.
What it should look like:
Setting a Default Value for the "Start Bliro" Custom Property
Since HubSpot doesn't allow default values for custom properties, you'll need to create a workflow to set the "Start Bliro" property to a default value.
Go to the Workflow section in HubSpot and click "Create Workflow" -> "From Scratch".
Choose Deal-based (or Contact-based / Company-based if you want to add the "Start Bliro" link to your Contact or Company card).
Set up a trigger based on a schedule, such as running the workflow daily. If needed, apply filters to target specific deals. In this example, we'll run the workflow for all deals in our environment.
Set the action in the workflow to "Set property value" and assign the property you created earlier (e.g., "Start Bliro") to the value
bliro.io/openbliro.Publish the workflow. It will automatically update the property value for all your deals.
Start Bliro from HubSpot
With this setup, all users will see the custom "Start Bliro" property in their Deal view and can launch Bliro directly by clicking the link.
