Technical Documentation

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.

Once on the configuration screen for the plugin, you will need to enter the following details:

  • 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.

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 to fields of a similar name within HubSpot:

{
"first_name": "firstname",
"last_name": "last-name"
}

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.