Zephr 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 Extension

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

Once on the configuration screen, you’ll see two sections – HubSpot API Details and Activate Plugin.

HubSpot API Details

First, click HubSpot API Details. Here, you’ll need to input the following information:

  • HubSpot API Key
  • HubSpot App API Key
  • HubSpot App User ID
  • HubSpot Application ID
  • HubSpot Client ID
  • HubSpot Event Name

Note that these details will need to come from your existing HubSpot account. The HubSpot API Key allows us to interact with your HubSpot account to share Zephr data. To retrieve this from HubSpot, you will need to have Super Admin access to the account. You can then access your API key in your integration settings. For details on the other information required, 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. For example, the following mapping would be used to map User Schema Attributes of First Name and Last Name, along with the Zephr Registration Date and Tracking ID to fields of a similar name within HubSpot:

{
  "tracking_id": "trackingId",
  "registered": "registerDate",
  "attributes": {
    "first-name": "firstName",
    "last-name": "lastName"
  }
}

Once completed, click Done.

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.

Activate Plugin

Once you’ve input the relevant details, you will need to confirm which of your Sites the extension should be active on. To do this, use the toggles for each site under the Activate Plugin section, or choose Select All Sites.

Mailchimp - Plugin Activation

Once completed, click Save. Your plugin is now Enabled and will be in use for all new Zephr registrations.