HubSpot
CRMConnect a HubSpot portal so the people in your Zernio inbox become HubSpot contacts and their messages appear on each contact's timeline.
Authentication details
Connecting accounts guideOAuth app install
Connect endpoints
GET /v1/connect/hubspotGet HubSpot OAuth connect URL
Connect a HubSpot portal to a profile and Zernio keeps it in step with that profile's inbox. A connected account uses platform: "hubspot" and represents one portal.
Quick reference
| Property | Value |
|---|---|
| Platform value | hubspot |
| What it syncs | Inbox contacts to HubSpot contacts, inbox messages to their timeline |
| Auth | OAuth: the Zernio app is installed on the portal |
| Scopes | oauth, crm.objects.contacts.read, crm.objects.contacts.write |
| Portals per profile | One |
| Social posting | No |
| Analytics | No |
| Settings | syncContacts and logMessages, both on by default |
Before you start
The person connecting must be a HubSpot user who can install apps on the portal. Messages sync only for conversations linked to a Zernio contact.
Connect
Call GET /v1/connect/hubspot with the profile and send the user to the returned authUrl. They pick the portal and approve the app. See Connect.
In this section
Connect
Install the Zernio app on a HubSpot portal to connect it to a profile, from the dashboard or with the connect API.
Inbox sync
How Zernio matches inbox contacts to HubSpot contacts and logs every inbox message on the contact's HubSpot timeline.
Limits & errors
What the HubSpot connection does not do, and the common errors when connecting a portal or changing its settings.
Related
HubSpot
3- GET
- GET
- PATCH
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