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hubspot-integration-contact-creation.md

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HubSpot Integration - Contact Creation

Applies to: QLM Enterprise

Version: 15.1.22017.5

Overview

QLM can automatically create a Contact in HubSpot when a customer is created in the QLM Trial Registration Form.

The information transferred to HubSpot is:

  • First name
  • Last name
  • Company
  • Phone
  • Country
  • Default Lead Status
  • Default Lifecycle Stage

Authentication

To authenticate with HubSpot, you need to first get a HubSpot API Key as follows:

  • Log in to your HubSpot account
  • Click the Settings icon in the top toolbar
  • In the left-hand panel, locate the Integrations section and expand it
  • Click Private App
  • Click Create a Private App
  • Set the name of the App
  • In the Scopes section, enable the following scopes: crm.objects.deals.writecrm.objects.deals.readcrm.objects.contacts.readcrm.objects.contacts.write
  • Click Create app
  • A token will be generated. Copy the token and store it in a secure place.

To configure QLM with the API Key created above:

  • Launch the QLM Management Console
  • Go to the Manage Keys tab
  • Click 3rd Party Extensions
  • Locate HubSpot
  • Check Enabled to enable the extension
  • Set the API Key value to the Token created above and click OK

mceclip1.png

Custom Properties

Next, you must create Custom Properties in HubSpot.

  • Click the settings (gear) icon on the top toolbar
  • Under "Data Management", click Properties
  • In the next step we will create 3 properties:
    • Click "Create Property"
      • Set the Object type to "Deal"
      • Set the Group to "Deal Information"
      • Set the Label to "product_name"
      • Set the Field type to Single-line text
      • Click Next
      • Click Create
    • Click "Create Property"
      • Set the Object type to "Deal"
      • Set the Group to "Deal Information"
      • Set the Label to "activation_key"
      • Set the Field type to Single-line text
      • Click Next
      • Click Create
    • Click "Create Property"
      • Set the Object type to "Deal"
      • Set the Group to "Deal Information"
      • Set the Label to "license_model"
      • Set the Field type to "Dropdown select"
      • Click "Add an option"
      • Set the Label to none and the Internal Value to 0.
      • Set the Label to permanent and the Internal Value to 1.
      • Set the Label to trial and the Internal Value to 2.
      • Set the Label to subscription and the Internal Value to 3.
      • Click Next
      • Click Create
    • Finally, we need to add the properties to the View
      • Select any existing Deal
      • In the left hand panel, click "View all properties"
      • Expand the "Deal information" section
      • Locate the product_name entry and click the "Add to your view" button
      • Locate the activation_key entry and click the "Add to your view" button
      • Locate the license_model entry and click the "Add to your view" button

Enable Contact Creation

Contact creation can be enabled via QLM's Server Properties.

  • Launch the QLM Management Console
  • Go to the Manage Keys tab
  • Click Sites then go to the Server Properties tab
  • Locate the HubSpot section
  • Set the following properties
    • createContactFromTrialRegistration
    • defaultLeadStatus. Possible values: NEW, OPEN, IN_PROGRESS, OPEN_DEAL, UNQUALIFIED, ATTEMPTED_TO_CONTACT, CONNECTED, BAD_TIMING. The values are case-sensitive.
    • defaultLifecycleStage: Possible values: subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist, other. The values are case-sensitive.