HubSpot
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 Extension
To enable the HubSpot Extension within Zephr, navigate to Settings > Extensions > HubSpot. If you cannot see the HubSpot option in your list of Extensions, email support@zephr.com.
Once on the configuration screen, you’ll see two sections – HubSpot CRM API Details and Activate Plugin.
HubSpot CRM API Details
First, click HubSpot API Details. Here, you’ll need to input the Hubspot API Key.
To retrieve the API Key from HubSpot, you will need to have Super Admin access to the account. You can then access the key in your integration settings. For more information, please consult the HubSpot Knowledge Base, or get in touch with your HubSpot Account Manager.
HubSpot Objects
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.
The mapping object should be constructed with the HubSpot contact field IDs as the keys and the Zephr User Attribute IDs as the values.
For example, the following mapping would be used to map User Schema Attributes of ‘First Name’ and ‘Last Name’, to the corresponding contract fields within HubSpot:
{
"firstName": "first-name",
"lastName": "last-name"
}
A more generic example would use the following schema:
{
"<hubspot_user_attribute_1>": "<zephr_user_attribute_1>",
"<hubspot_user_attribute_2>": "<zephr_user_attribute_2>"
// etc.
}
Once completed, click Done.
Finding Mapping Details in Hubspot
To locate the names of your contact properties within HubSpot, log in to your HubSpot account and navigate to the Settings area.
Once here, click into Properties, and search for a property – for example, first name.
Locate the property and hover over it in the list. Click View.
Next to the name, you will see a </> symbol. Click this to view the Internal Name of the property, which should be used in your mapping above.
Activate Plugin
Once you’ve input the relevant details, you will need to confirm which of your Sites the extension should be active on. To do this, use the toggles for each site under the Activate Plugin section, or choose Select All Sites.
Once completed, click Save. Your plugin is now Enabled and will be in use for all new Zephr registrations.