WeTransact HubSpot App Installation guide
This guide is intended for HubSpot Admins or technical users responsible for setting up the WeTransact HubSpot integration. If you're a Sales or Marketing user looking to create Co-Sell deals or Private Offers, please refer to theHubSpot- Creating Co-Sell Deals & Private Offers HubSpot - Creating Co-Sell Deals & Private Offers
WeTransact for HubSpot: Setup Guide
The WeTransact app for HubSpot lets your sales team register Microsoft private offers and co-sell deals from the HubSpot deal record they are already working on. Everything a rep submits goes to WeTransact and on to Microsoft Partner Center. Nothing is written back into HubSpot, and the app requests no write permissions.
Setup takes about fifteen minutes and has three parts: connect and install, add the cards to your deal view, verify.
Before you start
You need:
- A WeTransact tenant with Microsoft Partner Center connected, and an administrator login for it.
- At least one published plan marked usable as a template, and at least one published solution, in that tenant. The Private Offer wizard lists plans; the Co-Sell wizard lists solutions.
- A HubSpot account with Deals in use, and a user who is a Super Admin there. Installing an app and editing the deal record view both require it.
- To be signed in to both WeTransact and HubSpot in the same browser.
One WeTransact tenant connects to one HubSpot account. If your organisation has several HubSpot accounts, decide first which one your sales team uses.
1. Connect HubSpot to WeTransact
Start from WeTransact, not from the HubSpot Marketplace. The WeTransact side is what binds your HubSpot account to your tenant, so the cards know whose catalogue and Partner Center to use. The same step installs the app.
- Sign in to WeTransact as an administrator and go to Settings → Integrations.
- Click Connect HubSpot. You are redirected to HubSpot. If you belong to more than one HubSpot account, choose the one your sales team uses.
- Review the requested access. The app asks for read access to deals, contacts and companies, and optionally your account's currency setting. It asks for no write access. Grant access.
- You return to WeTransact. HubSpot now shows as connected, together with the HubSpot portal ID it is bound to. Keep that ID handy; it appears on the cards and is what support will ask for.
- In HubSpot, Settings → Integrations → Connected Apps now lists WeTransact HubSpot App. There is nothing to configure there.
2. Add the cards to deal records
The app provides two cards for deal records: WeTransact Private Offer and WeTransact Co-Sell. HubSpot does not place app cards automatically; a Super Admin adds them to the deal view once, and every user of that view then sees them.
- In HubSpot go to Settings → Objects → Deals → Record customization and open the view your team uses, normally the default view.
- In the right sidebar section, add a card, filter by the WeTransact app, and add both WeTransact Private Offer and WeTransact Co-Sell. Drag them near the top so reps do not have to scroll.
- Save the view. If your teams use different deal views, repeat for each view that should have the cards.
Open any deal. Both cards appear in the right sidebar, first showing Checking your WeTransact connection… and then their buttons:
- Open WeTransact UI opens your WeTransact dashboard in a new tab.
- Reload refreshes that link if it failed to load.
- Start Private Offer / Start Co-Sell opens the wizard.
3. Verify
- Connection. Open a deal. Each card shows its buttons within a few seconds. If it shows WeTransact is not connected, go back to part 1.
- Dashboard link. Click Open WeTransact UI. Your WeTransact dashboard opens, signed in to the tenant you connected.
- Catalogue. Click Start Private Offer. On step 1 the Products list shows your published plans. Click Cancel and confirm; nothing was created.
- Prefill. On a deal that has a name, an amount and a primary contact, start the Private Offer again: Offer Name and the first subscriber email are prefilled. Cancel again.
- A real run, only with a sandbox. If your Partner Center connection is a sandbox, run a wizard to the end. Otherwise stop here: a finished Private Offer is a real offer published to Microsoft.
Your reps can now use both wizards. Point them at the User Manual.
What the cards do
Register a private offer from a deal
Click Start Private Offer on a deal. Five steps; fields the deal already answers are prefilled and can be changed.
- Offer details and products. Offer Name (from the deal name), Billing ID, Prepared By (your email), offer start and end month or start on acceptance, Offer Valid Until Date, Publisher Location, and the products and published plans this offer is based on. Up to ten plans.
- Subscribers. Email addresses of the customer contacts who receive the offer. The deal's primary contact is prefilled. Up to five, added one at a time.
- Pricing per plan. For each selected plan: contract term, billing interval, currency and price, prefilled from the plan's template. Optionally secondary currencies, a dated billing schedule, custom dimensions with included quantity and overage price, and minimum or maximum users where the plan allows it.
- Custom terms and conditions. Paste the URL of your terms, or upload a PDF and paste the URL it gives you. Optional.
- Ready to publish. Tick Ready to Publish, then Finish. The offer is created in WeTransact and published to Microsoft.
Manage the offer afterwards in WeTransact, via Open WeTransact UI.
Register a co-sell deal from a deal
Click Start Co-Sell on a deal. Six steps, then a confirmation.
- Find the Microsoft customer. Customer name and country, prefilled from the deal's associated company. Next fetches all matching Microsoft customers.
- Select the customer. Pick one from the list. Filtering happens locally.
- Deal details. Deal Name, Estimated Value, Currency and Estimated Closing Date (prefilled from the deal), Your CRM ID (prefilled with a link to this HubSpot deal), Your Campaign ID, Organization, Solution Area, Conversation and Notes.
- Team members. Select existing team members or add new ones with name, phone and email. At least one.
- Solutions. Select at least one of your published solutions.
- Microsoft involvement and submit. Choose the level of Microsoft involvement, name the primary customer contact, then Submit.
- Confirmation. Deal Submitted confirms Microsoft accepted the registration.
What the cards read from HubSpot
Each card reads a fixed set of properties from the deal it is opened on, only to prefill the wizard. Nothing is stored and nothing is written.
Read from | Property | Used for |
|---|---|---|
Deal | Deal name, amount, currency, close date | Offer Name; co-sell Deal Name, Estimated Value, Currency, Estimated Closing Date |
Deal's primary contact | First private offer subscriber | |
Deal's associated company | Name, country | Co-sell customer search |
Account | Default currency (optional scope) | Co-sell currency when the deal has none |
You | Your HubSpot user | Prepared By on the private offer |
Permissions
The app uses HubSpot OAuth and requests:
- crm.objects.deals.read, crm.objects.contacts.read, crm.objects.companies.read: read the deal, its primary contact and associated company to prefill.
- settings.currencies.read (optional): your account's default currency as a fallback for co-sell deals.
No write scopes. Data a rep enters is sent over HTTPS to WeTransact's CRM connector at crmproxy.wetransact.io, which acts on Microsoft Partner Center with your tenant's own credentials. HubSpot signs each request from the card so the connector can verify which account it came from.
Troubleshooting
You see | Cause | Fix |
|---|---|---|
WeTransact is not connected | This HubSpot account is not bound to a WeTransact tenant. | A WeTransact administrator clicks Connect HubSpot under Settings → Integrations. Then Check again on the card. |
Could not reach WeTransact | A network or service problem, not a setup problem. | Click Retry. If it persists, contact support with the portal ID shown on the card. |
Cards missing on deals | App cards are not placed automatically, or the user is on another view. | Part 2 above. |
Cards missing on contacts or companies | By design; the cards are deal-only. | Open the deal. |
Products or solutions list is empty | No usable published plan or solution in the connected tenant. | Publish the plan and enable it as a template, or publish a solution, in WeTransact. |
Open WeTransact UI stays disabled | The dashboard link failed to load. | Click Reload. |
Disconnect or uninstall
Two independent actions; do both to remove the integration completely.
- In WeTransact, Settings → Integrations, remove the HubSpot connection. The cards immediately show WeTransact is not connected.
- In HubSpot, Settings → Integrations → Connected Apps, open WeTransact HubSpot App and uninstall. This revokes access and removes the cards from all views.
Offers and registrations already created remain in WeTransact and in Microsoft Partner Center.
Support
[email protected]. Include the HubSpot portal ID shown on the card.