HubSpot Connector Overview

Installing the HubSpot Connector

To Connect your HubSpot system to Formstack Sync select the Connectors option in your Sync portal. You can search for HubSpot in the "Install a new connector" menu or by selecting Marketing list on the page.

Once you've selected the HubSpot Connector, simply Sign In from the Connector Settings page and grant the Connector the requested Permissions.

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Versions Supported

HubSpot Marketing - Starter, Professional, Enterprise

HubSpot Sales - Free, Starter, Professional, Enterprise

Visit the HubSpot pricing page at  www.hubspot.com/pricing for latest information about API access in their versions.

Authentication Requirements

The Formstack Sync HubSpot connector uses oAuth so installation is as simple as logging in from the Connector Settings screen.

It is recommended that the user authenticating is a Super Administrator.  Learn more about their User Roles here.

If you prefer to use a non-administrative user, make sure the user has full privileges to Contacts and can access the Sales area where Companies and Deals are stored. More on how to authenticate HubSpot can be found here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Formstack Sync so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team.

 

Object

Permissions

Custom Field Support

Dedupe Key

User

Read

No

 

Contact

Read / Update / Create

Yes

Email

Company

Read / Update / Create

Yes

Name

Deal

Read / Update / Create

Yes

Expected Close Date

Name

Contact and Company Relationship

Engagement

Read / Update / Create

N/A

Title  

Occurred At

Timeline

Create

Yes (Limited to 5)

Subject

Occurred At

API Version and Limits

HubSpot's API does not have versions. They use a REST API and all of their documentation is made public at  https://developers.hubspot.com/docs/overview.

HubSpot currently has an API daily call limit of 40,000 for all versions. Learn more about their API limit guidelines at  https://developers.hubspot.com/apps/api_guidelines.

Important Consideration(s)

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Formstack Sync sales representative to ensure we can meet your needs.

  • Deals must have close dated ASSIGNED in order for the Deal to be paired up with another opportunity-type record in another system.

  • Engagements are referred to as Sales Activities in HubSpot (Notes, Calls, Tasks, etc. )

  • In order to Create engagements in HubSpot, you must map the Type field and set either a default value (Task, Call, etc.) or bring over a value from the other systems Activity record that matches with the options in HubSpot.

  • Formstack Sync supports three distinct Timeline records (Registration, Attendance, and timelineEvent). Customers can create multiple mappings for each event type as required by their integration.  Timeline records can power workflows in HubSpot based on activity that takes place in other integrated systems.

 

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