Setup guide
CRE for HubSpot
For HubSpot admins and brokers
Install
Install CRE for HubSpot from the HubSpot Marketplace (or the install link you were given). You need permission to install apps.
Turn on Listings
Properties are stored on HubSpot’s Listings object, which is off in new accounts. A Super Admin turns it on in Settings → Data Management → Data Model → Listings → Activate object.
Run setup
Connected apps → CRE for HubSpot → Settings → Run setup. It takes under three minutes and adds:
| What | Details |
|---|---|
| Property fields | Parcel ID, county, asset class, SF, ownership, Signal tier and data sources on Listings |
| Deal fields | Who you represent, transaction value, fee basis and rate, splits, net to broker, weighted net |
| Pipelines | Tenant Rep, Landlord Leasing and Investment Sales, each with its stage probabilities and a Lost stage |
| Labels | Owner, Owner principal, Property manager, Prospect and Buyer (Professional and Enterprise) |
Setup is safe to re-run. It adds what is missing and never changes or deletes your existing data.
Stage requirements (Professional and Enterprise)
HubSpot can require fields before a deal enters a stage, but only an admin can set that up, in Settings → Objects → Deals → Pipelines → edit a stage. The Settings page lists the fields for each stage. On every subscription, the app also checks each stage change, warns on the deal, and creates a task. It never moves a deal back for you.
Add the cards
Open a Property (Listing), a Deal, and a Space, Lease, Requirement, Comp and Underwriting record. On each, choose Customize → add the CRE for HubSpot cards → Save.
Underwriting
From a deal or property, use the Underwriting card’s New scenario. Investment DCF is an annual before- and after-tax model. Lease-by-Lease DCF reads your Lease records and rolls every lease forward with your market assumptions. Mark a scenario Final to lock it; a later change saves a new version. Export to PDF or Excel with your firm’s name.
Rent rolls
On a Property’s Rent roll card, choose Upload. Review each extracted line beside its page, fix anything, and confirm. Leases are created unverified; verify each on its record before any lender-facing use.
Listing inquiries
Add the CRE lead intake action to a workflow triggered by your inquiry form, or forward inquiry emails to the address in Settings. Each inquiry becomes a contact, a Landlord Leasing deal at Proposal out, and a draft reply. You send it.