Pre-requisites
Please ensure that you have the following details from the client before progressing with the integration:
- Hubspot Api Key
- The Hubspot fields
Configuration
1. Log into the Convertr platform and select View next to the correct campaign.
2. Select Processr then Integration.
3. Select Add Job.
4. Select the job Hubspot Integration.
5. Next, enter your API Key.
6. Next enter your write permissions, this can be either:
a. Create
i. This will create a new item in Hubspot. If an entered email address is a duplicate it will be invalidated on the platform.
b. Create or Update
i. This will create a new item. If the same details are already in Hubspot then the details will be updated if there are any changes.
7. Next, enter the Hubspot fields against the Convertr fields as shown below:
To add additional fields, select Add Item.
Please note: you should remove the following field when they are no longer required
8. Once complete, select Save.
