This article will detail the steps to set up and configure QuickStart (QS) for HubSpot. QuickStart is a wizard-driven process made to assist you in quickly setting up an integration from your organization’s Hubspot implementation to Solver Cloud.
Before beginning a QuickStart integration with HubSpot, there are a few items to be aware of:
- Solver’s Connector utilizes OAuth authentication between Solver and your HubSpot implementation. When configuring the initial connection, it will be required that a user with Hubspot “Super Admin” permissions approves application access between your organization and Solver.
- Ensure popup blockers allow for the Hubspot authentication screen to appear
- Solver’s QS for Hubspot brings in the deals data only at this time. Other data in HubSpot, such as Events and marketing is not available.
- Unfortunately, there is no API for currency in HubSpot. Therefore, the currency associated with a deal is currently not brought into Solver. Please reference the section below for the changes necessary to support currency.
For the latest information on data sources available through the QuickStart process for HubSpot and the other supported ERPs, please reference this article on QuickStart features.
QuickStart for Hubspot brings in the following HubSpot information
- Deals header info
- Customers
- Contacts
- SalesPerson
The currency associated to a deal is currently not mapped automatically as currency codes must be manually provided before integrating this data. For organizations that record currency:
- Add the necessary currency codes via the Dimensions > Currency menu
- Edit the deals integrations, mapping Deal Currency Code to Currency with the Deals integration
Pre-Configuration
Authorizing Solver
- Contact Solver Support to request the Solver HubSpot app.
Configuring User Permissions
- Must be logged in within a separate tab to HubSpot to authenticate using OAuth.
- Admin permissions can be removed once the application has been configured for use with Solver.
QuickStart Setup Guide
To create a QuickStart integration:
- Navigate to the Data Warehouse > Data > Integrations.
- Select the Add New button from the upper right-hand corner of this screen to open the connector marketplace.
- Select HubSpot.
- Click the Create QuickStart button.
- Press Authenticate in the wizard to begin logging into HubSpot and ensure that your pop-up blockers have been disabled.
- Once the pop-up window appears, log in to HubSpot and select the account you would like to connect to Solver. Then press Next.
- You will then see a page that breaks down the permissions required for using HubSpot with Solver and the information you are granting access to Solver to read. Review this page and then press Connect app at the bottom of the page.
- Once you have returned to the Solver application, continue on to the next step in the QuickStart process.
- Next, select the data you would like to import.
- Schedule a job to run your integration.
- Review the selected data and click Run Now to run your integration.
