Applies to: QLM Enterprise
Version: 15.1.22017.5
Overview
QLM can automatically create a Contact in HubSpot when a customer is created in the QLM Trial Registration Form.
The information transferred to HubSpot is:
- First name
- Last name
- Company
- Phone
- Country
- Default Lead Status
- Default Lifecycle Stage
Authentication
To authenticate with HubSpot, you need to first get a HubSpot API Key as follows:
- Log in to your HubSpot account
- Click the Settings icon in the top toolbar
- In the left-hand panel, locate the Integrations section and expand it
- Click API Key
- Follow the instructions to create an API Key
To configure QLM with the API Key created above:
- Launch the QLM Management Console
- Go to the Manage Keys tab
- Click 3rd Party Extensions
- Locate HubSpot
- Check Enabled to enable the extension
- Set the API Key value and click OK
Enable Contact Creation
Contact creation can be enabled via QLM's Server Properties.
- Launch the QLM Management Console
- Go to the Manage Keys tab
- Click Sites then go to the Server Properties tab
- Locate the HubSpot section
- Set the following properties
- createContactFromTrialRegistration
- defaultLeadStatus. Possible values: NEW, OPEN, IN_PROGRESS, OPEN_DEAL, UNQUALIFIED, ATTEMPTED_TO_CONTACT, CONNECTED, BAD_TIMING. The values are case-sensitive.
- defaultLifecycleStage: Possible values: subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist, other. The values are case-sensitive.
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