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.writeClick 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
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.
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