Introducing the HubSpot Integration for Yardi Kube

July 25, 2025 |

The latest Yardi Kube release introduces a more powerful integration with HubSpot CRM, enabling coworking space operators to automate key sales and marketing workflows. When prospects submit inquiries, make bookings, or initiate purchases through Yardi Kube, the integration creates corresponding records in HubSpot reducing manual entry and supporting more organized follow-up.

This release ensures that leads, deals, and basic contact information are automatically passed to HubSpot at key customer journey touchpoints, helping operators save time and maintain better visibility across platforms.

Streamlined Inquiry Management  

The Yardi Kube HubSpot integration simplifies the front-end of the sales funnel by automating how inquiries are captured and structured in HubSpot, reducing administrative overhead and enabling faster response times.  

  • Automated Contact Creation: Contacts are automatically created in HubSpot whenever prospects submit inquiries via forms, reducing manual entry and potential errors.  
  • Immediate Deal Generation: HubSpot deals are instantly created with a standardized naming convention to make prospects easier to identify. 
  • Efficient Company Association: Each new contact and associated deals are automatically linked to the relevant companies within HubSpot, creating better organization and follow-up opportunities.  

Improved Bookings Tracking  

Managing short and long term bookings is more efficient with automated deal creation and contract tracking, giving operators immediate access to key booking details in HubSpot.  

  • Instant Deal Tracking: Deals are automatically generated in HubSpot for hourly, daily, and monthly bookings, providing immediate visibility.  
  • Comprehensive Contract Visibility: Monthly booking deals display key contract information, including contract duration and total value, for simplified review.  
  • Automatic Deal Status Updates: Upon successful booking payments, corresponding deals are automatically marked as “Closed Won,” ensuring accurate sales reporting.  

Enhanced eCommerce Operations  

From cart activity to completed purchases, the HubSpot integration brings structure and visibility to eCommerce workflows, helping teams better engage with prospects and track sales performance in real time.  

  • Cart Activity Monitoring: Deals are created automatically when prospects add amenities or products to their carts, providing insights into potential opportunities or abandonment.  
  • Personalized Prospect Engagement: Upon completing registration, prospect contact information is automatically associated with existing deals, enabling tailored communication.  
  • Efficient Transaction Management: Completed eCommerce purchases automatically update corresponding deals to “Closed Won,” enhancing accuracy in transaction tracking and reporting.  

Connecting Yardi Kube and HubSpot

Getting started with the integration is quick and straightforward. Once connected, your HubSpot account will begin capturing inquiry, booking, and eCommerce activity from your Yardi Kube Prospect Portal.

To connect your accounts:

  1. Go to your Personal Profile menu in Yardi Kube and click System Settings.
  2. Navigate to Customer Portals > Prospect tab > HubSpot Integration tab.
  3. Click Connect, then sign into your HubSpot account.
  4. Choose the HubSpot account you’d like to connect and authorize the app.
  5. Once connected, configure which HubSpot fields will capture property, inquiry details, and activity types.
  6. Select the pipeline and deal stages for new inquiries and completed purchases.
  7. Click Save Settings to complete the setup.

By connecting Yardi Kube and HubSpot, you gain the ability to track and manage leads with without duplicating effort or data. With each inquiry, booking, or purchase automatically logged and updated in HubSpot, your team can stay focused on what matters: building relationships, growing occupancy, and delivering exceptional member experiences.

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