Chapter 313 HubSpot Connect
HubSpot Connect provides a starting point for custom connections to HubSpot CRM.
HubSpot Connect requires a current version of Big Business Open or Built Edition and a list of connections you would like to make such as adding and updating Contacts in HubSpot when they change in Big Business, or vice versa.
This chapter provides reference information for setting up your connections, which is also covered by unlimited setup support if you need additional help.
HubSpot Connect
HubSpot Connect offers a custom connection for Big Business and HubSpot CRM. Fully automatic and fully customizable, HubSpot Connect will let you customize your workflow and automatically coordinate data, reducing duplication of effort or errors.
HubSpot Registering
This Solution describes Registering HubSpot Connect.
To Register HubSpot Connect:
1. Go to System toolbar, Company card, and click Upgrade.
2. Click HubSpot to open the Registration dialog.
3. Enter your Registration code.
4. Click Continue.
5. Click OK on the Confirmation dialog.
6. Click OK to Save the Company card.
7. Quit and restart Big Business Client.
To register you will need a code from support@bigbusiness.com. This lets us check for conflicts and send the right instructions before you turn on.
HubSpot Setup
To connect Big Business to HubSpot you need to log into your Hubspot Dashboard to create an API Key.
This Solution tells you how to generate an API Key. (7402)
To create credentials for HubSpot:
1. Go to your Hubspot Dashboard
2. Go to Settings, Integrations, API Key
3. Click the button to "Create key".
HubSpot will generate an API Key.
4. Click Copy to copy and then Paste into Big Business.
Copy the Key into HubSpot Settings in Big Business.
HubSpot Settings
Big Business needs an API Key from HubSpot. These is generated in HubSpot Dashboard.
For HubSpot Settings:
1. Go to the System toolbar, to the Company card, to the Connect Settings tab.
2. Click the Hub button and the HubSpot Connections listing will open.
3. Click New to create a new connection.
4. Edit the HubSpot Listing.
5. Copy and Paste API Key.
6. Click Test button to test the connection.
7. Click OK to Save settings and then click OK to Save the Company Card.
HubSpot Connections
HubSpot Connections shows your list of connections to HubSpot CRM, where you may have more than one to schedule changes to automatic and real-time or in batches.
Hub Button
Hub Button appears on Contact dialog and lets you add the contact to HubSpot CRM.
This button appears with HubSpot Connect enabled and Allow Cloud Services set On.
Click the Hub button to create, update, or open the contact in HubSpot and get the ID. Hub ID can be used on Contacts searches to identify contacts and automate processes.
Cloud Services
Cloud Services lets you select whether an Employee can use tools for HubSpot CRM.
HubSpot Connect uses its API Keys to instantly change data in your HubSpot CRM. Turn on Cloud Services in the Secure Web tab of the Employee card to allow them use.
Hub ID
Hub ID is a unique identifier from HubSpot for a record, such as Contact or Company.
Create Contact gets the Hub ID for a new contact to use for identification and updates.
In Contacts Search in Big Business you can Add the Hub ID as a column to use there. You can also use Hub ID as a Yes or No search term in the Find Dialog to find or not.
Create Contact
Create Contact lets you create a contact record automatically in your HubSpot CRM.
Mapping is automatic to put in Company, First Name, Last Name, Email, and Phone.
For additional entries, create your own Mapping in HubSpot tool on Connect toolbar.