HubSpot Integration - Deal Creation

Applies to: QLM Enterprise

Version: 15.1.22017.5

Overview

QLM can automatically create a Deal in HubSpot when a customer requests a trial in the QLM Trial Registration Form.

The information transferred to HubSpot is:

• Product Name
• Activation Key
• Association with Contact

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 Deal Creation

Deal 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
  • createDealFromTrialRegistration = True