HubSpot
Keep a contact list and your HubSpot contacts in sync, and see every SMS on the HubSpot contact timeline.
Connect
- Portal › Integrations › HubSpot › Connect HubSpot, approve contacts read / write.
- Choose the contact list, the direction (both ways, HubSpot → contacts, contacts → HubSpot), the schedule (hourly, every 6 hours, daily or manual) and the country for national numbers.
- Sync now runs it immediately; results are in the log.
Mapping
| HubSpot | Contact field |
|---|---|
mobilephone, else phone | Phone (the key on both sides, E.164) |
firstname / lastname / email | FIRST_NAME / LAST_NAME / EMAIL |
Pull reads contacts changed since the last pull (CRM search by lastmodifieddate); HubSpot contacts without a valid phone and blacklisted numbers are skipped.
Push sends contacts of the list changed since their last sync (batch create / update). Contacts that came from HubSpot are not sent back unchanged.
SMS on the timeline
SMS sent to and replies received from synced contacts are logged as HubSpot Communications (channel SMS) on the contact, every minute. Only messages after the connection was made are logged.
Platform setup (admins)
Public app in a HubSpot developer account, redirect URL https://app.ogave.co/integrations/hubspot/callback, scopes
crm.objects.contacts.read crm.objects.contacts.write. Client ID and secret in Admin › Settings › Integrations. Tokens are refreshed automatically and stored encrypted.