Authorization Process With Hubspot

HubSpot Integrations: HubSpot is a CRM platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. HubSpot’s connected platform enables you to grow your business faster by focusing on what matters most: your customers.

  Note

Note: Greater Than, Less Than, Greater Than or Equal, Less Than or Equal, these conditions only work with the number field.

To integrate with Hubspot follow, the below steps.

Process of Authorization and Integration​

1. Search & Select Hubspot from the actions pages

2. Integration Name: Set the proper integration name. Default it’s taken Hubspot integration.

3. After that, To get the API key, click on Hubspot API Console or Step of generating API key

• Login to your HubSpot account, click the Settings icon ⚙
• In the left sidebar menu, navigate to Integrations > Private Apps.
  ⚡ Setup Process
  1. click on Create a Private App.
  2. Type your app name
  3. In the top bar menu, navigate to the Scopes tab.
  4. Scroll Down, click on CRM Scopes under the scopes section and add all scopes.
  5. click on Create App button.
  6. click on Continue Reading button.
  7. click Show button to display your key.

4. Now copy the API key, paste it into the integrations dashboard. And Click on Authorize button.

5. Click on Next to set up the other integration settings ahead.

Integration Settings for Contact Create​

1. After completing the authorization process, Select the Action from the drop-down option Contact Create.

2. You will find the Map Field option. You have to map all the necessary form fields with the related Hubspot field. Here Email fields the default for Hubspot. Now, click on the Next button to move forward for further settings.

3. Now save the integration by clicking the Finish & Save Button

Integration Settings for Deal Create​

1. After completing the authorization process, Select the Action from the drop-down option Deal Create. Then select the Pipeline (sales pipeline), from the drop-down option and select the stage from the drop-down option of your choice.

2. You will find the Map Field option. You have to map all the necessary form fields with the related Hubspot field. Here Deal Namefield is the default for Hubspot. Now, click on the Next button to move forward for further settings.

3. Now save the integration by clicking the Finish & Save Button

Integration Settings for Ticket Create​

1. After completing the authorization process, Select the Action from the drop-down option Ticket Create. Then select the Pipeline (Support pipeline), from the drop-down option and select the stage from the drop-down option of your choice.

2. You will find the Map Field option. You have to map all the necessary form fields with the related Hubspot field. Here Ticket Namefield is the default for Hubspot. Now, click on the Next button to move forward for further settings.

3. Now save the integration by clicking the Finish & Save Button

Action

Contact Owner: Select this option you can set a Contact owner of the sent record. Select Contact owner from the drop-down option of your choices.

Lifecycle Stage: You select the Lifecycle Stage (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Evangelist, Other, Customer) from actions.

Contact: You can associate deal with your contacts. Select a contact from the drop-down option of your choice.

Company: You can associate deal with your company. Select a company from the drop-down option of your choice.

Deal Type: Deal types allow you to categorize your deals. Select deal types from the drop-down option of your choice.

Priority: By enabling this option, you can set the priority for every ticket. Select priority from the drop-down option of your choices.