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 Private App
• Click Create a Private App
• Set the name of the App
• In the Scopes section, enable the following scopes: crm.objects.deals.writecrm.objects.deals.readcrm.objects.contacts.readcrm.objects.contacts.write
• Click Create app
• A token will be generated. Copy the token and store it in a secure place.

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 to the token created above and click OK

Custom Properties

Next, you must create Custom Properties in HubSpot.

• Click the settings (gear) icon on the top toolbar
• Under "Data Management", click Properties
• In the next step we will create 3 properties:
  • Click "Create Property"
    • Set the Object type to "Deal"
    • Set the Group to "Deal Information"
    • Set the Label to "product_name"
    • Set the Field type to Single-line text
    • Click Next
    • Click Create
  • Click "Create Property"
    • Set the Object type to "Deal"
    • Set the Group to "Deal Information"
    • Set the Label to "activation_key"
    • Set the Field type to Single-line text
    • Click Next
    • Click Create
  • Click "Create Property"
    • Set the Object type to "Deal"
    • Set the Group to "Deal Information"
    • Set the Label to "license_model"
    • Set the Field type to "Dropdown select"
    • Click "Add an option"
    • Set the Label to none and the Internal Value to 0.
    • Set the Label to permanent and the Internal Value to 1.
    • Set the Label to trial and the Internal Value to 2.
    • Set the Label to subscription and the Internal Value to 3.
    • Click Next
    • Click Create
  • Finally, we need to add the properties to the View
    • Select any existing Deal
    • In the left hand panel, click "View all properties"
    • Expand the "Deal information" section
    • Locate the product_name entry and click the "Add to your view" button
    • Locate the activation_key entry and click the "Add to your view" button
    • Locate the license_model entry and click the "Add to your view" button

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