diff --git a/pages/15.Plugins/08.Hubspot/docs.en.md b/pages/15.Plugins/08.Hubspot/docs.en.md index 08f93f01b..1f7a52795 100644 --- a/pages/15.Plugins/08.Hubspot/docs.en.md +++ b/pages/15.Plugins/08.Hubspot/docs.en.md @@ -11,24 +11,27 @@ taxonomy: ------------------- -## Mautic - HubSpot CRM plugin +## Mautic - Hubspot CRM plugin -[Mautic][mautic] can push contacts to [HubSpot CRM][Hubspot-crm] based on [Contact actions][testing] or [Point Triggers][points]. +[Mautic][mautic] can push contacts to [Hubspot CRM][Hubspot-crm] based on [Contact actions][testing] or [Point Triggers][points]. -## HubSpot API key +## Hubspot API key -1. Create a [HubSpot CRM][Hubspot-crm] account if you don't have one already. +1. Create a [Hubspot CRM][Hubspot-crm] account if you don't have one already. -1. Visit [https://app.hubspot.com/api-key][hubspot-keys] to generate your [HubSpot API key][hubspot-keys]. +2. Create a private app to [get credentials by following the Hubspot documentation][https://developers.hubspot.com/docs/api/private-apps]. You need to give to your private app the adapted rights for Mautic to handle contacts, companies, etc. -## Configure the HubSpot CRM plugin +![Hubspot CRM Plugin app rights](hubspot-app-rights.png "Hubspot CRM Plugin app rights") + + +## Configure the Hubspot CRM plugin > *Note* Do not publish the plugin until all steps are completed -1. Open the HubSpot Plugin configuration +1. Open the Hubspot Plugin configuration - - Paste the [API key][hubspot-keys] into the *HubSpot API key* input field. + - Paste the [API key][hubspot-keys] into the *Hubspot API key* input field. -1. Configure the _Feature Specific Settings_ to determine whether Contacts, Companies or both should be synchronised from HubSpot. +1. Configure the _Feature Specific Settings_ to determine whether Contacts, Companies or both should be synchronised from Hubspot. 1. Save and close, then edit the plugin to configure the field mapping. @@ -40,12 +43,11 @@ It is checked by default. If you uncheck it, the plugin will not push contacts t - If you want to use the plugin, set the *Publish* switch to *Yes*. Only do this when you have fully configured the plugin settings. - ![Hubspot CRM Plugin configuration](plugins-hubspot-crm-configuration.png "HubSpot CRM Plugin configuration") + ![Hubspot CRM Plugin configuration](plugins-hubspot-crm-configuration.png "Hubspot CRM Plugin configuration") 1. Set up the [cron job][cron-job] if you have not already configured it. >>> Script to configure in your cron job: `php $PATH_TO_MAUTIC_DIRECTORY/bin/console mautic:integration:fetchleads --integration=Hubspot --fetch-all` - ## Test the plugin @@ -60,11 +62,9 @@ Note, despite `--fetch-all` flag, the Hubspot API endpoints used in Mautic prima - `/companies/v2/companies/recent/modified/` - `/contactslistseg/v1/lists/recently_updated/contacts/recent` -If you intend to do a full sync of your hubspot contacts/leads, you will need to modify an attribute of each of them so that they appear in Hubspot's recent/modified endpoints. By default, these endpoints just pull contects that have been modified in the last 30 days resulting in an incomplete sync if you are connecting to a long living Hubspot instance. [source][hubspot-endpoint-docs] - -## Credit +If you intend to do a full sync of your Hubspot contacts/leads, you will need to modify an attribute of each of them so that they appear in Hubspot's recent/modified endpoints. By default, these endpoints just pull contacts that have been modified in the last 30 days resulting in an incomplete sync if you are connecting to a long living Hubspot instance. [source][hubspot-endpoint-docs] -This plugin had been developed by [@gpassarelli]. +## Links [mautic]: [Hubspot-crm]: @@ -74,4 +74,3 @@ This plugin had been developed by [@gpassarelli]. [field-mapping]: [cron-job]: [hubspot-endpoint-docs]: -[@gpassarelli]: diff --git a/pages/15.Plugins/08.Hubspot/hubspot-app-rights.png b/pages/15.Plugins/08.Hubspot/hubspot-app-rights.png new file mode 100644 index 000000000..820a0253d Binary files /dev/null and b/pages/15.Plugins/08.Hubspot/hubspot-app-rights.png differ