HubSpot Integration - Contact Creation

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.