Page History: Hubspot API Integration
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Page Revision: Thu, 04 Jun 2020 14:32
General Information
Function Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales without any additional entry.
Adjutant Setup Required
APIKEY Rule: The API Keys rule holds the custom string used as an Application Program Interface (API) validation key for custom interfaces. The API Key rule is set up and maintained by ABIS personnel when establishing a new API at a customer site. The API Key is typically set once during implementation and generally does not need to be changed.
Refer to the
API Keys Rule Maintenance Wiki for details on setting up this rule.
Pending API OrganizationsPending Organization Screen: The Pending Organization screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, Account Managers and assign follow ups to them. This screen can be used to add the Organization into Adjutant as a Suspect in Sales, which can be converted to a customer.
Hubspot Data Brought Over
Adjutant is using the Organization API information to bring in the following:
- Company Name
- Address Info
- Contact Name
- Lead Score which will be put in the Suspect attribute under DUNS number
- Hubspot keyno for the Org Custno (to prevent duplicate organizations from coming over)
