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Connect DealHub with Statisfy

The DealHub integration adds DealHub Actions to opportunities in Statisfy. From an opportunity that’s linked to your CRM, you can create a DealHub quote or open its DealHub proposal page in one click. DealHub opens in a new browser tab.
DealHub is an action integration. It doesn’t import quotes or other DealHub data into Statisfy.
Prerequisites:
  • Admin access to both DealHub and Statisfy
  • A DealHub API key
  • A connected Salesforce integration. Statisfy uses the Salesforce connection’s user profile (name, email, and user ID) to start the DealHub session.

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Get a DealHub API Key

  1. Sign in to DealHub as an admin.
  2. Create or copy an API key. See the DealHub documentation or contact your DealHub account team for current instructions.
  3. Copy the key. You’ll enter it in Statisfy in the next step.
Keep the API key secure. Anyone with the key can act on your DealHub account.

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Steps to Connect with Statisfy

  1. Log in to Statisfy.
  2. In Statisfy, open the Integrations page and select the Admin Apps tab. Find the DealHub card, click Connect, paste your DealHub API key into the API Key field, and click Connect.
  3. Turn on the DealHub actions. Go to Settings → Config, choose Admin, and open the Integrations tab. Select Enable DealHub Links in Statisfy (Requires DealHub to be connected.) and click Save.

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Create a Quote or Open a Proposal Page

  1. Open an existing opportunity to bring up the Edit Opportunity panel.
  2. Scroll to DealHub Actions below the opportunity fields.
  3. Click one of the actions:
    • Create Quote creates a DealHub quote for the opportunity.
    • Proposal Page opens the opportunity’s DealHub proposal page.
  4. A dialog tracks each step: Fetching DealHub access token, then creating the quote or preparing the proposal page, then Redirecting to DealHub. DealHub opens in a new tab when it’s ready.
If your browser blocks the new tab, use the DealHub URL link or the Open DealHub button in the dialog.

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Troubleshooting

  • Confirm Enable DealHub Links in Statisfy is turned on under Settings → Config → Admin → Integrations.
  • DealHub Actions only appear on existing opportunities that are linked to a CRM opportunity. They don’t appear when you create a new opportunity.
  • Check that the DealHub API key hasn’t been revoked. If it has, reopen the DealHub card and click Update to enter a fresh key.
  • Check that your Salesforce integration is connected. Statisfy needs it to start the DealHub session.
  • The dialog shows the error message DealHub returned. Check that the opportunity exists in your CRM and is available to DealHub, then try again.
  • If you see No URL returned from DealHub, DealHub completed the request but didn’t return a page to open. Contact your DealHub admin or support@statisfy.com.

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Need Help?

If you face any challenges with the DealHub integration, please contact support@statisfy.com. Our team will assist you.