In This Article:
HubSpot is one of many third-party softwares that can be linked to Convoso's system.
Additionally, HubSpot is one of two integrations that have already been built into Convoso's software. In this article, you will learn how to configure an Adaptor and Convoso Connect to build an API link between your HubSpot tools and your Convoso Account.
What is HubSpot?
HubSpot is a marketing and sales software that provides tools for blogging, SEO, social media, email, landing pages, marketing automation, and web analytics.
In setting up HubSpot, you need to have a HubSpot account. Check with HubSpot what kind of integration you need.
Before you Begin
Information you will need from HubSpot:
- Which fields you need mapped from HubSpot into Convoso.
- API and Vendor information such as:
- Source URL
- Authorization Token
- Authorization Header (Optional)
Configure Adaptor for Field Mapping
1.) Click on Apps
2.) Select Adaptors.
The Show Adaptors page will open.
3.) Click on Add Adaptor button.
The Add Adaptor page will open.
4.) Fill a name into the Name field.
5.) Enter the field IDs from HubSpot to map it to the fields of Convoso.
6.) Click the Save Adaptor button.
- To learn more about Adaptors, see: Adding Adaptors.
Create Convoso Connect
1.) Click the Apps main menu.
2.) Click the Convoso Connect menu option.
The Show Convoso Connect page will open.
3.) Click the Add Convoso Connect button.
The Add Convoso Connect page will open.
4.) Fill in the necessary fields about the Vendor.
- A: Name –
Vendor name is used for reference only and can be modified. - B: API URL –
Enter the API URL provided by HubSpot. - C: Api Authentication –
Add the Auth Token, provided by HubSpot. - D: Authorization Header -
Contains the credentials to authenticate a user login with a HubSpot server
(ex: Content-length: 0|Content-type: application/json|Authorization: OAuthSomeOAuthaccess_tokenString) - E: Request Method –
- GET – API Vendor will be posting a Lead into the system.
- POST – The system will be posting Leads to the third-party API Vendor.
- F: Response Data Type –
Select the Data Type that is compatible with the third-party API.- JSON - (ex: '{key1:[value1,value2,value3],key2:[value1,value2,value3]}')
- XML - (ex: '<Values><value>value1</value><value>value2</value></Values>')
- TEXT - (ex: 'value1,value2,value3')
- G: API Integrator -
Select HubSpot. - H: Delimiter -
To specify which character to use as a boundary between separate keys and values. - I: Response Key -
To declare a specific key and value to parse from the third-party API's response. - J: Adaptor ID –
Select the Adaptor for field mapping. - K: Active –
Yes or No toggle switch, that activates and deactivates the Convoso Connect.
5.) Click the Save Convoso Connect button to save the settings.
- To learn more about Convoso Connects, see Adding a Convoso Connect.
To configure HubSpot to post leads to Convoso, please see: How to Insert Leads via API.