You can use different integrations to connect your account with other systems like CRM- and marketing systems for you to be able to exchange data automatically.
One of those services that you can integrate in your account is HubSpot.
This post contains technical details like generating API tokens. Please get in touch with an IT expert on your end to help you setting it up if you get stuck.
What is an integration?
An integration often refers to connecting different software applications, services, or systems so that they can work together seamlessly.
For example, integrating a payment gateway into an e-commerce platform allows the two systems to exchange data, such as transaction information and order details.
How the Integration works
An integration is based on a combination of a
- Trigger Event you want to react to. A trigger can be for example a new lead that submits his contact data on a Lead Form or a Digital Business Card
- Service that you want some action to be taken in e.g. HubSpot
- Use Case that you want to be performed in the service if the trigger event has happened e.g. create a new contact
Integration building blocks for HubSpotHow to integrate HubSpot with your account
1. Get a HubSpot API Token
First, log into your HubSpot account and go to the settings (gear icon at the top right menu).
In the settings open Account Management > Integrations > Private Apps
Open Account Management > Integrations > Private AppsClick on Create a private app
Click on Create a private appEnter a Name, e.g. QR Code Platform
Click on tab Scopes and on button Add new scope.
Choose the scope crm.objects.contacts.write and click on Save/Update.
Click on Create app.
Click on Create appConfirm with Continue creating.
Confirm with Continue creatingClick on Show token and then on Copy. We will need that token later.
Click on Show token and then on CopySince we have an API Token now, we can continue to set up the integration in your account.
Head to our account and log in. Once logged in click on the menu Integrations.
Click on menu IntegrationsClick the button Connect to HubSpot.
Now it is time to fill out the integration form. First, choose a Name that you want to use. This will be shown later in your list of integrations. So, pick something that makes sense for you to easily find it again.
Choose a Trigger event you want to happen to start your integration. In our example we choose New Lead from your Digital Business Cards. This trigger is fired when a user exchanges his contact data on a Digital Business Card with the two-way contact sharing feature.
If you want you can filter the trigger, so the integration workflow is only executed on a set of chosen Business Cards.
This becomes handy when you want to connect one card to HubSpot and another card to a different
service like Salesforce or to another HubSpot account.
If you don't enter anything into the filter field, then the integration workflow is triggered on all Digital Business Cards.
Next, we need to choose a Use Case. A Use Case specifies which action should be taken in HubSpot if the Trigger event has happened.
In our case we chose Add Contact. So every time a new lead from a Digital Business Card is being generated it gets added as a Contact in HubSpot.
Now enter the API token that you copied from HubSpot into the form. This ensures that our QR Code Platform can connect to HubSpot and perform the necessary Use Cases.
Next, click on the button Connect to save the Integration and test the connection.
If everything worked out fine, you will get a success message. If there was a problem, please double-check that you pasted the correct API token into the field.
Congratulations, you just configured a HubSpot integration workflow!
Please be aware that for every combination of Trigger and Use Case you must create a separate integration workflow.
3. Test your Integration
To know if the integration is working do the following test: Open a Digital Business Card and click on the button Exchange contact.
Then fill out the form and click on the button Send Business Card.
Now the magic happens and the contact John Doe is going to appear in HubSpot a few seconds later.
Congratulations, you've successfully set up a HubSpot integration that works!