HubSpot
One-click Connect — won deals sync to Wring automatically as pre-filled credit claims.
The Wring Funding app syncs your Closed Won deals to Wring automatically: a claim draft is prepared within a few minutes of the deal closing, without anyone opening Wring.
Make sure the prerequisites are in place first — a Wring account and a linked AWS account — and that the person connecting is a HubSpot Super Admin (or has the App Marketplace Access permission): HubSpot only lets those users install apps. If you are not, HubSpot stops after sign-in without an error message; ask your Super Admin to connect from your Wring account.
Set up
- Connect. In Wring, open Connect your CRM → HubSpot → Connect, sign in to HubSpot, pick your account and authorize the Wring Funding app — it asks for deal-read access only. You can also start from the app's page on the HubSpot App Marketplace; the install lands you on the same Wring page. Won deals start syncing to Wring automatically; no code, no keys.
- Win a deal. On a Closed Won deal (any pipeline), Wring pre-fills your F3 New Client Credits draft within a few minutes, under Credits & Funding → Drafts.
At a glance
| Surface | Server-side sync (HubSpot → Wring), read-only |
| Trigger | Deal stage → Closed Won |
| Setup | ~2 minutes · one click · no code · HubSpot Super Admin |
| Secured by | OAuth (auto-refreshed token) — no key stored in HubSpot |
Open the deal in HubSpot
Every deal in Wring links straight back to HubSpot. From Credits & Funding → Deals (or the HubSpot card on Connect your CRM):
- Open pipeline jumps to your deals view in HubSpot.
- Open in HubSpot on any deal row opens that exact deal record.
Handy for checking the source deal while you review a claim.
Permissions & access
- What Wring asks for: deal read access, via the OAuth Wring Funding app — no API keys are created or stored in HubSpot.
- What Wring reads: your won deals only, enough to pre-fill a claim. There is no bulk pipeline sync.
- Revoke anytime: HubSpot → Settings → Integrations → Connected Apps → Wring Funding → Uninstall. Pausing or disconnecting inside Wring changes its status but doesn't withdraw the CRM authorization — uninstalling here is what stops it.
Troubleshooting
- HubSpot showed nothing after sign-in, or "you don't have permission". Only a HubSpot Super Admin (or a user with App Marketplace Access) can install apps. Ask one to connect, from your Wring account.
- A won deal didn't appear. It's picked up within a few minutes of the deal moving to Closed Won. Check it's in a real Closed Won stage (any pipeline's Closed Won counts) and that the connection shows as Connected on Connect your CRM.
- The "Open in HubSpot" links are missing. If you connected before this feature shipped, reconnect once from Connect your CRM → HubSpot — the links appear on the next connection.
- A claim landed on the wrong account. Claims are bound to the Wring account that connected HubSpot — not the deal's email. If one lands in the wrong place, reconnect HubSpot while signed in to the correct Wring account.
- I disconnected but deals still arrive. Uninstall the app in HubSpot (see Permissions above) — that's what withdraws access.
Next
Review and submit claims under Credits & Funding → Drafts in your Wring dashboard — see Connect your CRM for how claims are matched, tracked, and submitted.