What is HubSpot?
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service.
Steps to integrate HubSpot with Lifesight
Create a private app
In your HubSpot account, click the settings icon in the main navigation bar.
In the left sidebar menu, navigate to Integrations > Private Apps.
Click Create private app.
On the Basic Info tab, configure the details of your app:
Enter your app's name.
Hover over the placeholder logo and click the upload icon to upload a square image that will serve as the logo for your app.
Enter a description for your app.
Enable Scopes
Click the Scopes tab.
Select the Read or Write checkbox for each scope you want your private app to be able to access. You can also search for a specific scope using the Find a scope search bar.
Scopes that need to be enabled so that your Hubspot Profiles can be enriched
crm.objects.contacts.read
crm.objects.contacts.write
crm.schemas.contacts.read
crm.schemas.contacts.write
Create App
After you're done configuring your app, click Create app in the top right.
Access API key
In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Integrations > API key.
If a key has never been generated for your account, click Generate API key.
If you've already generated an API key, click Show to display your key.
With the key displayed, click Copy to copy the key
Integrating your HubSpot with Lifesight
Click on add integration on the Lifesight platform
Under the CRM section you will be able to view a tile for Hubspot, click on it.
Enter a name for your data source
Paste the API that was copied from HubSpot
Select the frequency with which you would like your HubSpot data to be enriched
Monthly - Your HubSpot data will be enriched on the 1st of each month
Quarterly - Your HubSpot data will be enriched on the 1st of each quarter
Custom - You can specify the date on which the HubSpot data needs to be enriched. Once you select the data the Enrichment will take place NOW and once on the date selected
Click on next to save the configuration
You will be able to view all your newly created integration in the my integrations page.