Zephr Classic User Guide

HubSpot

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HubSpot offers a range of products to help with marketing, sales, customer service, and CRM management.

Zephr offers an out of the box integration to HubSpot, ensuring that Users registering within Zephr are also added as Contacts in HubSpot.

Configuring the HubSpot Plugin

To enable the HubSpot plugin within Zephr, navigate to Settings > Plugins > HubSpot. If you cannot see the HubSpot option in your list of Plugins, email support@zephr.com.

HubSpot API Details

Once on the configuration screen for the plugin, you will need to enter the Hubspot API Key.

To retrieve the API Key from HubSpot, you will need to have Super Admin access to the account. You can then access the key in your integration settings. For more information, please consult the HubSpot Knowledge Base, or get in touch with your HubSpot Account Manager.

HubSpot Objects

Following this, you will need to add a JSON mapping under the HubSpot Objects section. This mapping allows you to map your Zephr User Schema Attributes to the Attributes stored against a User within HubSpot. The mapping object should be constructed with the HubSpot contact field IDs as the keys and the Zephr User Attribute IDs as the values. For example, the following mapping would be used to map User Schema Attributes of ‘First Name’ and ‘Last Name’ to the corresponding contact fields within HubSpot:

{
    "firstName": "first-name",
    "lastName": "last-name"
}

A more generic example would use the following schema:

{
    "<hubspot_user_attribute_1>": "<zephr_user_attribute_1>",
    "<hubspot_user_attribute_2>": "<zephr_user_attribute_2>"
    // etc.
}

Once completed, click Activate.

Your plugin is now Enabled and will now send all Zephr registrations and user updates to HubSpot as new or updated contacts.

Finding Mapping Details in Hubspot

To locate the names of your contact properties within HubSpot, log in to your HubSpot account and navigate to the Settings area.

Once here, click into Properties, and search for a property – for example, first name.

Locate the property and hover over it in the list. Click View.

Next to the name, you will see a </> symbol. Click this to view the Internal Name of the property, which should be used in your mapping above.