Hubspot API Integration - Revision history

Tcampbell at 19:23, 7 December 2022

2022-12-07T19:23:44Z

Tcampbell at 14:19, 6 December 2022

2022-12-06T14:19:44Z

Tcampbell at 14:14, 6 December 2022

2022-12-06T14:14:28Z

Tcampbell: Created page with "NOTOC ===General Information=== '''Function''' Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales witho..."

2022-12-06T14:14:06Z

Created page with "__NOTOC__ ===General Information=== '''Function''' Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales witho..."

New page

__NOTOC__
===General Information===

'''Function''' Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales without any additional entry. Adjutant can also pass certain information back into Hubspot via the API process. Using the API, Hubspot companies can be updated with the Account Manager, as well as new deals being created.

===Adjutant Setup Required===

'''APIKEY Rule:''' The API Keys rule holds the custom string used as an Application Program Interface (API) validation key for custom interfaces. The API Key rule is set up and maintained by ABIS personnel when establishing a new API at a customer site. The API Key is typically set once during implementation and generally does not need to be changed.

Refer to the [^RULE-APIKEY|API Keys] Rule Maintenance Wiki for details on setting up this rule.

'''Pending Organization Screen:''' The [ORGTEMP|Pending API Organizations] screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, Account Managers and assign follow ups to them. This screen can be used to add the Organization into Adjutant as a Suspect in Sales, which can be converted to a customer.

'''Hubspot API Service:''' The Foxprocess service runs to pull the Organizations from Hubspot and into the Pending API Organization screen. An additional Hubspot API service needs to run to push information back to Hubspot. When both are running, all of the functionality listed below is possible.

===Hubspot Data Brought Over===

Adjutant is using the Organization API information to bring in the following:

* Company Name
* Address Info
* Contact Name
* Lead Score which will be put in the Suspect attribute under DUNS number
* Hubspot keyno for the Org Custno (to prevent duplicate organizations from coming over)
* Organizations will be brought in with the Hubspot Organization Attribute

Updated versions of the Hubspot integration will check for the ''import_into_adjutant'' property to be = "true". If it is false or does not exist, Adjutant will skip the import.

===Updating the Company Owner in Hubpot with the Account Manager===

Adjutant will pass the Organization Account Manager back into Hubspot as the Company Owner. Any time the Account manager is set or changed from any of the various places (such as the header on the CRM, the Sold To Attribute or the Ship to Attribute), it will pass back the information to update the Company Owner.

Adjutant will pass back Account Manager information when the following criteria are met:

* Company ID matches the Hubspot Company ID
* Adjutant organization has the Hubspot attribute
* Make sure that account manager names AND emails match exactly to the contacts set up in Hubspot, or they will show as Unassigned

===Adding Hubspot Deals from Adjutant Sales Orders===

Adjutant will create new Deals in Hubspot whenever a Sales Order is made or a quote is converted into a sales order. Adjutant will pass back the order number, the order amount and the Account Manager (as the Deal Owner).

This will happen as long as the following criteria are met:

* Company ID matches the Hubspot Company ID
* Adjutant organization has the Hubspot attribute
* Make sure that account manager names match exactly to the contacts set up in Hubspot, or they will show as Unassigned

@@ Line 55: / Line 55: @@
 * Adjutant organization has the Hubspot attribute
 * Make sure that account manager names match exactly to the contacts set up in Hubspot, or they will show as Unassigned
-[[category: API]]
+[[category:Integrations]]

← Older revision		Revision as of 14:14, 6 December 2022
Line 55:		Line 55:
	* Adjutant organization has the Hubspot attribute		* Adjutant organization has the Hubspot attribute
	* Make sure that account manager names match exactly to the contacts set up in Hubspot, or they will show as Unassigned		* Make sure that account manager names match exactly to the contacts set up in Hubspot, or they will show as Unassigned
		+	[[category: API]]

@@ Line 12: / Line 12: @@
 '''APIKEY Rule:'''  The API Keys rule holds the custom string used as an Application Program Interface (API) validation key for custom interfaces. The API Key rule is set up and maintained by ABIS personnel when establishing a new API at a customer site. The API Key is typically set once during implementation and generally does not need to be changed.
-Refer to the [^RULE-APIKEY|API Keys] Rule Maintenance Wiki for details on setting up this rule.
+Refer to the [[API Keys]] page in [[:catgory:Rule Maintenance|Rule Maintenance]] for details on setting up this rule.
-'''Pending Organization Screen:''' The [ORGTEMP|Pending API Organizations] screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, Account Managers and assign follow ups to them. This screen can be used to add the Organization into Adjutant as a Suspect in Sales, which can be converted to a customer.
+'''Pending Organization Screen:''' The [[ORGTEMP|Pending API Organizations]] screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, Account Managers and assign follow ups to them. This screen can be used to add the Organization into Adjutant as a Suspect in Sales, which can be converted to a customer.

Hubspot API Integration - Revision history

Tcampbell at 19:23, 7 December 2022

Tcampbell at 14:19, 6 December 2022

Tcampbell at 14:14, 6 December 2022

Tcampbell: Created page with "__NOTOC__ ===General Information=== '''Function''' Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales witho..."

Tcampbell: Created page with "NOTOC ===General Information=== '''Function''' Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales witho..."