HubSpot

HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service.

⚙️ Connect with HubSpot

1. Click on the named drop-up menu located at the bottom of the side panel.
2. Click on Setting menu option.

Fig. 1: Named drop-up menu

3. On the Settings page, move to the Connectors tab.
4. Click on CRM category to access the HubSpot connector.
5. Click on the Connect button on the HubSpot card, as shown in Fig. 1.

Fig. 2: CRM Connectors

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⚙️ Connector setup

There are three Zenskar objects available for syncing with HubSpot:

• Contract
• Customers
• Products

There are three sync modes available:

• Import only: a one-way sync in which data can be imported from HubSpot to Zenskar
• Export only: a one-way sync in which data can be exported from Zenskar to HubSpot
• Import & Export: a two-way sync of data between Zenskar and HubSpot

You must select the objects you wish to sync. You must also select the sync type.

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Note

For a contract, export works only if the contract was created in HubSpot.

Fig. 2: Modules and sync types

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🔁 Data mapping

A customer object in Zenskar maps to a company object in HubSpot

Zenskar customer property	HubSpot company property
customer_name	name
address.line1	address
address.line2	address2
address.city	city
address.state	state
address.postal_code	zip
address.country	country

A contract object in Zenskar maps to a deal object in HubSpot

Zenskar contract property	HubSpot deal property	Front-end value
name	dealname	Deal Name
start_date (refer the note below)	contract_start_date__zenskar_	Contract Start Date (Zenskar)
end_date (refer the note below)	contract_end_date__zenskar_	Contract End Date (Zenskar)
currency	deal_currency_code	Currency (refer currency settings in HubSpot)

When you create a deal in HubSpot, you must create two properties with the following labels for integration with Zenskar:

• Contract Start Date (Zenskar)

• Contract End Date (Zenskar)

Labels are used in the HubSpot front end, as shown below:

HubSpot uses labels to create internal names for integration partners like Zenskar. For the labels listed above, HubSpot creates the following internal names:

• contract_start_date__zenskar_ for Contract Start Date (Zenskar)

• contract_end_date__zenskar_ for Contract End Date (Zenskar)

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Note

Make sure that you use the labels listed above without any modifications. Any modifications in the labels will result in internal names that are incompatible with Zenskar's requirements. Consequently, the integration will fail. Remember that an internal name is a unique identifier that is used when syncing with integration partners like Zenskar. Once created, an internal name cannot be edited.

For example, HubSpot creates contract_start_date as internal name for the label Contract Start Date. However, Zenskar requires contract_end_date__zenskar_ for integration to work.

Create a new property labeled Contract Start Date (Zenskar)

Create a new property labeled Contract End Date (Zenskar)

A product object in Zenskar maps to a product object HubSpot

Zenskar product property	HubSpot product property
price	price
quantity	quantity
currency	hs_line_item_currency_code

• Zenskar will always use the per-unit pricing model.
• Zenskar will always use the prepaid billing type.
• Discounts will be:
  • percentage-based if the product in HubSpot offers percent discount (HubSpot internal name: hs_discount_percentage)
  • fixed if the product in HubSpot offers unit discount (HubSpot internal name discount)

Creating a full-fledged test account in HubSpot

You can use test accounts to test an integration without affecting any real HubSpot data. Test accounts have access to Enterprise versions of the HubSpot Marketing, Sales, and Service Hubs, allowing you to test most HubSpot tools and APIs.

Test accounts are created and managed within developer accounts. If you don’t already have a developer account, you can sign up for one here.

Once you sign in to your developer account, you'll have the option of creating an app or creating a test account.

You can also get to the Testing dashboard using the Testing link in the top navigation menu.

On the Testing dashboard, click the orange button that says “Create test account.” This page will also show any existing test accounts, their expiration date, and connected apps. Once your test account is created, you can install your integration.

Expiration and renewal

Test accounts expire after 90 days. They can be renewed in two ways:

Manually: Go to your developer account’s Testing dashboard and hover over the row for the test account you want to renew. Click the “Renew” button. (See above.) This resets the 90-day clock for your account. Accounts can be manually renewed up to 90 days after their original expiration date.

Using an API call: If your test account was authenticated using an OAuth access token, any API calls made to that account will automatically renew it.

• This only applies to API requests made using OAuth tokens generated from an application in the same developer account as the test account you want to renew.
• Renewals must be made no more than 30 days before the test account’s expiration date
• API requests made using OAuth outside the 30-day window will not automatically renew the test account.