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.
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 |
|
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.
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Deals must have close dated ASSIGNED in order for the Deal to be paired up with another opportunity-type record in another system.
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Engagements are referred to as Sales Activities in HubSpot (Notes, Calls, Tasks, etc. )
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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.
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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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