TD SYNNEX Digital Bridge lets HubSpot users:
- Check real-time TD SYNNEX price and availability for the products on a deal.
- Submit a deal to TD SYNNEX as an electronic order, shipped to your address on file or drop-shipped to the end customer.
- Track the order on the deal as TD SYNNEX accepts, releases, ships and invoices it, including tracking numbers, ship date and invoice number.
Install the app
Before you begin
- A TD SYNNEX account with Digital Bridge enabled. If you are not sure, contact your TD SYNNEX account manager or itdbridgesupport@tdsynnex.com.
- A HubSpot user who is a Super Admin or has the App Marketplace Access permission; connecting an app requires one of these.
- Products in your HubSpot product library whose SKU matches the TD SYNNEX part number, so pricing and availability can be matched to the right item.
Connect your HubSpot account
- Log in to TD SYNNEX Digital Bridge.
- Navigate to Connector Bridge and open the HubSpot connector.
- Click Connect (under Manage Connection). You are sent to HubSpot.
- If you have several HubSpot accounts, select the one to connect and click Choose Account.
- Review the requested scopes on this screen. TD SYNNEX Digital Bridge requests access to read contacts; read and write companies, deals, line items and products; read line item property definitions; create deal properties; read owners; and e-commerce access. The permissions table explains what each one is used for.
- Click Connect app.
- You are redirected to Digital Bridge, where the HubSpot connector now shows the connection as active and the configuration options appear.
You can also start from HubSpot: go to Marketplaces, App Marketplace, search for TD SYNNEX Digital Bridge and click Install app. HubSpot sends you to Digital Bridge to sign in, then shows the same scope approval screen; continue from step 5.
Connecting links your whole HubSpot account, not just your user. One connection serves every HubSpot user in the account; nobody else needs a TD SYNNEX login.
Configure the app
In Digital Bridge
- In Digital Bridge, navigate to Connector Bridge and open the HubSpot connector.
- Turn on the features your team uses:
- Get TD SYNNEX Products: pricing, inventory, suggested retail price and MAP price for the products on your deals.
- Create Orders: electronic order submission from a deal.
- Get Order Status: acceptance, release, shipment and tracking updates written back to the deal.
- Invoice Sync: invoice numbers written back to the deal when TD SYNNEX invoices the order.
- Review the Integration Timeline and Sync Activity Log tabs; these are where sync results and errors appear later.
In HubSpot
Connecting adds the TD SYNNEX properties to deals and products and makes two cards available on deal records, TD SYNNEX Price & Availability and TD SYNNEX Orders. If the cards do not appear on your deals, a HubSpot admin adds them once for everyone:
- Open any deal and click Customize record (top right), then choose the deal record view your team uses.
- Click Add cards, filter by the TD SYNNEX Digital Bridge app, add TD SYNNEX Price & Availability and TD SYNNEX Orders, and save the view.
Use the app
Price and availability lookups and order submission are manual actions you take on a deal. Order status, tracking, ship date and invoice updates are automatic: Digital Bridge writes them to the deal as the order progresses at TD SYNNEX, with no action required in HubSpot.
Check price and availability
- On the deal, add the products you are quoting as line items. The product SKU is what TD SYNNEX uses to find the item.
- Open the TD SYNNEX Price & Availability tab and set TD SYNNEX Sync Price to Get TDS Price. Digital Bridge fetches current values from TD SYNNEX; they typically appear within a minute and the field changes to TDS Price Updated when done. Use the Refresh button at the top of the card if the table has not updated.
- Read the products table on the tab: name, SKU, TD SYNNEX inventory, suggested retail price, your net price and MAP price.
Set Sync Price again whenever you want fresh numbers, for example before sending a quote.
Submit an order
- Make sure the deal's line items, quantities, and associated company and contact are correct. These become the order.
- Open the TD SYNNEX Orders tab. Leave TDS Dropship at False to ship to your default address on file with TD SYNNEX, or set it to True to ship directly to the end customer and fill in the ship-to company, address, city, state, postal code, country and contact fields that appear. Hover the ? next to each section for help.
- Set Submit Order To TD SYNNEX to True. The order is transmitted electronically; the card shows the order as submitted and awaiting confirmation.
Track an order
When TD SYNNEX accepts the order, the Orders card switches to the order view: the status tag at the top shows the TD SYNNEX order status and the card lists the CPO ID (the order reference), ship date, tracking numbers and invoice number. From then on the card updates automatically: the status moves through TDS Received, TDS Accepted, TDS Released, TDS Shipped, TDS Invoiced and TDS Closed, and tracking numbers, ship date and invoice number fill in as they become available. The Refresh button re-reads the deal if a value has not shown up yet.
Submitting is a one-way action from HubSpot. To change or cancel an order after submission, contact TD SYNNEX through your usual order desk and reference the CPO ID shown on the deal.
Disconnect the app
Disconnecting stops all syncing between HubSpot and TD SYNNEX. Price lookups and order submission from HubSpot stop working, and order status, tracking and invoice updates no longer reach your deals. Existing values already written to deals and products remain on your HubSpot records, and orders already submitted to TD SYNNEX are not affected.
- Log in to TD SYNNEX Digital Bridge.
- Navigate to Connector Bridge and open the HubSpot connector.
- Under Manage Connection, click Disconnect.
- Confirm. The connector shows as disconnected, and HubSpot's access token for your account is revoked.
To reconnect later, follow Install the app again; your feature settings in Digital Bridge are kept.
Uninstall the app
To remove TD SYNNEX Digital Bridge from your HubSpot account, follow the uninstall instructions in HubSpot's Knowledge Base article Install apps in the HubSpot Marketplace: click the settings icon, go to Integrations, Connected Apps, click Actions on TD SYNNEX Digital Bridge, click Uninstall, type uninstall and confirm.
Uninstalling revokes the app's access to your HubSpot account and removes the TD SYNNEX cards from deal records. It has the same effect on syncing as disconnecting. The TD SYNNEX properties and the values already written to deals and products stay in HubSpot; if you no longer want them, delete the properties from Settings, Properties (this permanently removes those values from your records). Orders already submitted to TD SYNNEX are not affected, and TD SYNNEX keeps its own order records according to its retention policy.
Data, permissions and privacy
Data the app reads and writes
| HubSpot object | Direction | What is used |
|---|---|---|
| Deals | Two-way | Line items and shipping details are read to build orders; order status, CPO ID, tracking, ship date and invoice number are written back. |
| Products and line items | Two-way | SKU and quantity are read; TD SYNNEX inventory, suggested retail price, net price and MAP price are written to the product. |
| Companies | Two-way | Read to identify the ordering account; TD SYNNEX account details may be written back. |
| Contacts | From HubSpot | Read for the order contact. The integration never creates or updates contacts. |
| Owners | From HubSpot | Deal owner is read to attribute orders. |
Properties the app adds
| Object | Property | Internal name | Purpose |
|---|---|---|---|
| Deal | Submit Order to TD SYNNEX | tds_submit_order | Set by a user to submit the deal as an order. |
| Deal | TD SYNNEX Sync Price | tds_sync_price | Set by a user to refresh pricing and availability. |
| Deal | TD SYNNEX Order Status | tds_order_status | Written by TD SYNNEX as the order progresses. |
| Deal | TD SYNNEX CPO ID | tds_cpo_id | Order reference assigned by TD SYNNEX. |
| Deal | TD SYNNEX Tracking # | tds_tracking_numbers | Carrier tracking numbers once shipped. |
| Deal | TD SYNNEX Invoice # | tds_invoice_number | Invoice number once invoiced. |
| Deal | TD SYNNEX Ship Date | tds_ship_date | Ship date once shipped. |
| Deal | TD SYNNEX Dropship and ship-to fields | tds_dropship, tds_ship_company, tds_ship_address1, tds_ship_address2, tds_ship_city, tds_ship_state, tds_ship_postal, tds_ship_country, tds_ship_contact | Direct-to-customer shipping details. |
| Product | TD SYNNEX Inventory, Suggested Retail Price, Net Price, MAP Price | tds_inventory, tds_sug_retail_price, tds_net_price, tds_map_price | Values returned by a price and availability sync. |
Permissions the app requests
| Scope | Why the app needs it |
|---|---|
crm.objects.deals.read, crm.objects.deals.write | Read deals to build orders and sync requests; write order status and references back. |
crm.objects.line_items.read, crm.objects.line_items.write, crm.schemas.line_items.read | Read the products and quantities on a deal; update line item values. |
crm.objects.products.read, crm.objects.products.write, e-commerce | Match products by SKU and write pricing and inventory to them. |
crm.objects.companies.read, crm.objects.companies.write | Identify the ordering account and keep account details in sync. |
crm.objects.contacts.read | Identify the order contact. |
crm.schemas.deals.write | Create the TD SYNNEX deal properties listed above. |
crm.objects.owners.read | Attribute orders to the deal owner. |
oauth | Standard HubSpot app authorization. |
Data and privacy
When you submit an order or request pricing, Digital Bridge transmits the relevant deal data (line items, quantities, the ordering company and contact, and ship-to details when drop-shipping) to TD SYNNEX to fulfil the request, and writes the results back to HubSpot. Your TD SYNNEX credentials stay with TD SYNNEX; HubSpot holds only an authorization token for the app, which you can revoke at any time by disconnecting or uninstalling. TD SYNNEX processes this data under its privacy policy and your TD SYNNEX customer agreement.
Troubleshooting and support
| Symptom | What to check |
|---|---|
| The TD SYNNEX tabs are missing on deals | Add the cards to the deal record view (see Configure the app). Confirm the app is listed under Settings, Integrations, Connected apps. |
| The tab shows "Unable to load TD SYNNEX order details" | Refresh the record. If it persists, the user may lack permission to view the deal's properties; ask a HubSpot admin to check property access. |
| Sync Price does nothing | Confirm the product SKUs match TD SYNNEX part numbers and that Get TD SYNNEX Products is enabled in Connector Bridge. Check the Sync Activity Log there. |
| Order Submitted never gets checked | Confirm Create Orders is enabled, the deal has line items, and the company and contact are associated. Check the Integration Timeline for a rejection reason. |
| Status, tracking or invoice stop updating | The HubSpot connection may have been revoked (for example by a user who left). Reconnect from Connector Bridge following Install the app. |
Still stuck? Email itdbridgesupport@tdsynnex.com with your HubSpot account ID (Settings, Account defaults), the deal URL and, for orders, the CPO ID.