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31 changes: 15 additions & 16 deletions pages/15.Plugins/08.Hubspot/docs.en.md
Original file line number Diff line number Diff line change
Expand Up @@ -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 *Note* Do not publish the plugin until all steps are completed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.

Expand All @@ -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

Expand All @@ -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]: <https://mautic.org>
[Hubspot-crm]: <https://www.hubspot.com/crm>
Expand All @@ -74,4 +74,3 @@ This plugin had been developed by [@gpassarelli].
[field-mapping]: </plugins/plugin-resources/field-mapping>
[cron-job]: </setup/cron-jobs>
[hubspot-endpoint-docs]:<https://legacydocs.hubspot.com/docs/methods/companies/get_companies_modified>
[@gpassarelli]: <https://github.com/gpassarelli>
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