Follow these steps to connect your HubSpot account and manage your inventory seamlessly with Inventory Panda.

1. Log into Inventory Panda

• Go to the Inventory Panda login page.
• If you don’t already have an account, click “Create Account” and complete the sign-up process.
• Once your account is ready, enter your email address and password, then click “Login to your account.”

2. Connect Your HubSpot Account

• Once logged in, click on “Connect HubSpot Account.”
• On the connection page, select “Sign in to your HubSpot account.”
• Click “Log in.”
• Choose the HubSpot instance you'd like to connect and click “Choose Account.”
• Review the permissions requested by Inventory Panda, check the agreement box, and click “Connect app.”

3. Verify Products Synced from HubSpot

• After connecting, your HubSpot products will automatically appear in the Products tab of Inventory Panda.
• To verify the sync, log into HubSpot, navigate to Commerce → Products, and confirm that the product list matches what you see in Inventory Panda.

4. Configure Inventory Rules Based on Deal Stages

• In Inventory Panda, click your profile icon, select “Settings”, and go to the “HubSpot Settings” tab.
• Configure when inventory should be reduced:
  • Under “Reduce inventory from reserved”, select deal stages such as “Qualified To Buy” and “Decision Maker Bought-In.”
  • Under “Reduce inventory from sold quantity”, select stages like “Closed Won” and “Contract Sent.”
• Click “Save Changes.”

Note:

• “Reduce from Reserved” is used when items are in quoting or negotiation stages and should be marked as held.
• “Reduce from Sold Items” deducts the inventory once a deal is confirmed as sold.

5. Add Initial Product Quantities

• Navigate to the Products tab in Inventory Panda.
• For each product (e.g., Ageless Elixir Serum or Aqua Mist Toner):
  • Click the three dots next to the product name.
  • Select “Add Quantity”, input the amount (e.g., 100), and click “Add.”

6. Test the Setup with a New Deal in HubSpot

• Go to CRM → Deals in HubSpot and click “Create deal.”
• Enter the following:
  • Deal Name: IP Deal
  • Pipeline: Sales Pipeline
  • Deal Stage: Presentation Scheduled (or any stage you configured earlier)
  • Deal Type: New Business
  • Priority: Medium
  • Associated Contact: Mark Smith
  • Company: Inventory Panda
• Under Add Line Item, search for Aqua Mist Toner, set the quantity to 10, and confirm the amount.
• Click “Create.”

7. Confirm Inventory Update

• Once the deal is created, scroll down in the deal view to find the custom “Available Products” CRM card powered by Inventory Panda.
• It should show Aqua Mist Toner with a reserved quantity of 10.
• In Inventory Panda, go back to the Products page and confirm:
  • Reserved Quantity has increased to 10.
  • Available Quantity has decreased accordingly (e.g., from 50 to 40).

‍

Video Instructions

‍