HUBSPOT

introduction 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 step 1 create a hubspot account visit hubspot portal 👉 hubspot | https //www hubspot com/ click log in if you do not have an account, click sign up or create an account and complete the registration process step 2 if already having an account, sign in go to 👉 https //app hubspot com/login enter your email and password and click log in step 3 create an app 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 enter app name click auth module (as shown in figure 1 3) navigate to redirect uris, then add the following uris (as shown in figure 1 4) and click the “add new scopes”(as shown in figure 1 5) add the necessary scopes (as shown in figure 1 6) click create app https //app myfundbox com/https //app myfundbox com/hubspotoauthresponse jsf fig 1 3 fig 1 4 fig 1 5 after adding this scopes click create app, your app is ready step 4 get the clientid, client secret and app id sing in your hubspot account navigate to development > legacy apps > your app > auth (as shown in figure 1 7) fig 1 7 step 5 get the api key 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 step 6 connet myfundbox to hubspot with credentials 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 give the client id, client secret, app id, api key click connect navigate to hubspot authenticate page (as shown in figure 2) choose your account fig 2 it will navigate to authentiaction accses page (as shown in figure 2 1) tick the checkbox and click connect app 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 delete hubspot 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 line item deal contact how to create a contact step 1 go to home > crm > contacts > add new > create new step 2 give the details as name and email is “madatory feilds”, address feilds is optional (as shown in figure 3) step 3 click create your contact as been created (as shown in figure 3 1) fig 3 fig 3 1 line item how to create a line item step 1 go to home > commerce> products> add product> create product step 2 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) step 3 click create your product is created fig 4 fig 3 1 deal how to create a deal along with contacts and line items step 1 go to home > crm > deals > add deals > create new step 2 enter the required details — name (as shown in figure 5) step 3 scroll the end of the form step 4 add the contact in contact feild (as showm in figure 5 1) step 5 add the product in line item feild (as showm in figure 5 2) step 6 click producr it will added step 7 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 deal stage changes to closed won non trigger stages all other deal stages must not initiate sync pre sync validation rules before processing a closed won deal, the following validations must pass deal must have exactly one associated contact deal must have at least one line item multiple line items are allowed if any validation fails → do not process the deal sync actions (closed won) when validation passes sync deal details sync associated contact details sync all line items create or update subscription in myfundbox generate and send paylink to customer reverse status handling closed won → closed lost action cancel the related subscription in myfundbox closed lost → closed won action reactivate existing subscription send reactivation email include login link in email post connection rule deals marked closed won before integration connection must not sync only deals changed to closed won after connection activation should trigger sync