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      HubSpot installation guide

      Follow the steps below to integrate HubSpot with Crowdvocate. 

       

      NOTE:

      This will sync data between your HubSpot and Crowdvocate account, and install the custom objects in your HubSpot account (see the HubSpot objects overview).

       

      The HubSpot integration and app installation is performed in two parts:

      Install the App and Integrate

      • In Crowdvocate Admin, go to Settings > Customize. 

      interegations_hubspot_installation_image1

       

      • Under CRM Integration Settings, click Edit settings. 

      interegations_hubspot_installation_image2

       

      • Expand Connect CRM, and select HubSpot from the drop-down menu.

      interegations_hubspot_installation_image3

       

      • Click Connect.

      interegations_hubspot_installation_image4

       

      • The HubSpot connection page will be displayed. Select your HubSpot account and click Choose Account.

      interegations_hubspot_installation_image6

       

      • HubSpot will show you an access request page, detailing each area of your HubSpot account the Crowdvocate app is requesting access to. Click Connect app to approve and continue the installation.

      interegations_hubspot_installation_image5

       

      NOTE:

      You may be asked to complete a Captcha verification to continue. 

       

      • The page will return to Crowdvocate Admin. Under CRM Integration Settings, the HubSpot connection confirmation is displayed.

      interegations_hubspot_installation_image8

       

       

      TIP:

      You can also verify the integration was successful from your HubSpot login. Go to Settings > Integrations > Connected Apps. The Crowdvocate app should be listed. 

       

      interegations_hubspot_installation_image7

       

      Set up HubSpot Custom Properties

      Since Crowdvocate maintains more data for each contact than HubSpot does by default, follow the steps below to set up custom properties in HubSpot to ensure full integration. 

       

      NOTE:

      For HubSpot specific help on Custom Properties, refer to the related HubSpot Knowledge Base article: https://knowledge.hubspot.com/crm-setup/manage-your-properties.

       

      • In HubSpot, click the settings icon in the main navigation bar.

      interegations_hubspot_installation_image9

      • In the left-hand menu, select Properties.

      TIP:

      To keep these custom properties organized, we recommend first creating a custom Group. Name it Crowdvocate Reference or something similar. 

       

      • Using the Select an object drop-down menu, select Contact Properties.
      • In the top-right corner, click Create property.

      interegations_hubspot_installation_image10

      • Enter the required details as shown in the table below for each of the 14 custom properties.

       

      WARNING:

      Make sure these details and labels are entered exactly otherwise the field will not be recognized or sync with Crowdvocate. 

       

      NOTE:

      Click the  icon to enter the Internal name. 

       

       

      Basic Info

      		      

      Field Type

      		    

      #

      Object Type

      Group

      Label

      Internal name

      Type

      Values (labels)

      Values (Internal names)

      1

      Contact

      Reference

      Available For Call

      availableforcall

      Single-line text

      -

      -

      2

      Contact

      Reference

      Completed Calls

      completedcalls

      Single-line text

      -

      -

      3

      Contact

      Reference

      Last Referenced

      lastreferenced

      Date Picker

      -

      -

      4

      Contact

      Reference

      Nominate as Sales Reference

      nominate_as_sales_reference

      Dropdown select

      Nominate

      Nominate

      5

      Contact

      Reference

      Nominate for Evidences

      evidence_multiple

      Multiple checkboxes

      Quote

      QUOTE

      How To

      HOWTO

      Use Case

      USECASE

      Blog Post

      CONTENT_UPLOAD

      White Paper

      WHITEPAPER

      Customer Story

      CUSTOMER_STORY

      Image Upload

      UPLOAD_IMAGE

      Video Upload

      UPLOAD_VIDEO

      6

      Contact

      Reference

      Nominated By

      nominated_by

      HubSpot user

      -

      -

      7

      Contact

      Reference

      Nominated Date

      nominated_date

      Date Picker

      -

      -

      8

      Contact

      Reference

      Products & Services

      productsandservices

      Multi-line text

      -

      -

      9

      Contact

      Reference

      Reference Frequency

      frequency

      Dropdown select

      Never

      Never

      Whenever needed

      Whenever needed

      Once a year

      Once a year

      Once a month

      Once a month

      Once a quarter

      Once a quarter

      10

      Contact

      Reference

      Reference Id

      referenceid

      Single-line text

      -

      -

      11

      Contact

      Reference

      Reference Score

      score

      Dropdown select

      Great

      Great

      Good

      Good

      Bad

      Bad

      12

      Contact

      Reference

      Referenceable

      isreference

      Single checkbox

      Yes

      true

      No

      false

      13

      Contact

      Reference

      Use Cases

      usecases

      Multi-line text

      -

      -

      14

      Contact

      Reference

      Work Flow Status

      workflowstatus

      Dropdown select

      Processing

      Processing

      Done

      Done

       

      NOTE:

      You can also find this information in spreadsheet format here.