HUBSPOT

This document describes how User can create an Account in Hubspot software and get Keys and credentials to connect to MYFUNDBOX product.



Connect MYFUNDOX to Hubspot with credentials

Visit HubSpot Portal:  👉 HubSpot | Software & Tools for your Business

Click Log In.

If you do not have an account, click Sign Up or Create an account and complete the registration process.

Go to:  👉 https://app.hubspot.com/login 

Enter your Email and Password and click Log In.

Click the Development module from the left sidebar (as shown in Figure 1.0).

Fig 1.0

Click Legacy Apps & Click Create Legacy App. (as shown in Figure 1.1).

Fig 1.1

Choose Public App and click Create (as shown in Figure 1.2).

Fig 1.2

Create public app with Redirect URL & Scopes

Fig 1.3

Fig 1.4

Fig 1.5

After adding this Scopes Click Create App, your app is ready

Sing in your hubspot Account

Navigate to Development > Legacy Apps > Your App > Auth (as shown in Figure 1.7)

Fig 1.7

Sign in your hubspot Account

Navigate to Development > Keys > Developer API key

Click create key, it will create (as shown in Figure 1.7.1)

Get the api key from this module

Fig 1.7.1

Now Client Id, Client Secret, App Id, API Key is Ready

Sign in to MYFUNDBOX   Navigate to Configuration > Integration > Sales Crm > Hubspot (as shown in Figure 1.8)

Fig 1.8

Click get Started and it will navigate like (as shown in Figure 1.9)

Fig 1.9

Choose Your Account

Fig 2

It will connect and redirect to myfubdox integration page(as shown in Figure 2.2)

Fig 2.1

Fig 2.2



Manage Configuration

Enable/Disable Hubspot

Sign in to MYFUNDBOX   Navigate to Configuration > Integration > Sales Crm > Hubspot (as shown in Figure 2.3)

Fig 2.3

Click the More Info > Configuration tab (as shown in Figure 2.4)

Fig 2.4

Delete Hubspot

Click the More Info > Configuration tab (as shown in Figure 2.5)

Click Delete and click Yes Delete for delete this connection (as shown in Figure 2.6)

Your Hubspot connection as been deleted (as shown in Figure 2.7)

Fig 2.5

Fig 2.6

Fig 2.7

Manage Hubspot Details

Contact

Go to Home > CRM > Contacts > Add New > Create New

Give the details as name and email is “Madatory feilds”, Address feilds is optional (as shown in Figure 3)

Click Create your contact as been created (as shown in Figure 3.1)

Fig 3

Fig 3.1

Line Item

Go to Home > Commerce> products> Add product> Create product

Enter the required details — Name and Amount are mandatory fields, All other fields are optional. Since no billing details were provided, the system will automatically select the default option, which is One-Time (as shown in Figure 4, 4.1)

Click create your product is created

Fig 4

Fig 3.1

Deal

Go to Home > CRM > Deals > Add deals > Create New

Enter the required details — Name (as shown in Figure 5)

Scroll the end of the form

Add the Contact in Contact feild (as showm in Figure 5.1)

Add the Product in Line item feild (as showm in Figure 5.2)

Click producr it will added

Click create the deal as been created (as showm in Figure 5.3)

Fig 5

Fig 5.1

Fig 5.2

Fig 5.3



HubSpot → MYFUNDBOX Sync Instructions

Trigger Condition

The integration is event-based.

Primary Trigger:

Non-Trigger Stages:



Pre-Sync Validation Rules

Before processing a Closed Won deal, the following validations must pass:



Sync Actions (Closed Won)

When validation passes:



Reverse Status Handling

Closed Won → Closed Lost

Action: Cancel the related subscription in MYFUNDBOX

Closed Lost → Closed Won

Action:



Post-Connection Rule