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 can also pass certain information back into Hubspot via the API process. Using the API, Hubspot companies can be updated with the Account Manager, as well as new deals being created.
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 Organization Screen: The
Pending API Organizations 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 API Service: The Foxprocess service runs to pull the Organizations from Hubspot and into the Pending API Organization screen. An additional Hubspot API service needs to run to push information back to Hubspot. When both are running, all of the functionality listed below is possible.
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)
- Organizations will be brought in with the Hubspot Organization Attribute
Updated versions of the Hubspot integration will check for the
import_into_adjutant property to be = "true". If it is false or does not exist, Adjutant will skip the import.
Updating the Company Owner in Hubpot with the Account Manager
Adjutant will pass the Organization Account Manager back into Hubspot as the Company Owner. Any time the Account manager is set or changed from any of the various places (such as the header on the CRM, the Sold To Attribute or the Ship to Attribute), it will pass back the information to update the Company Owner.
Adjutant will pass back Account Manager information when the following criteria are met:
- Company ID matches the Hubspot Company ID
- Adjutant organization has the Hubspot attribute
- Make sure that account manager names AND emails match exactly to the contacts set up in Hubspot, or they will show as Unassigned
Adding Hubspot Deals from Adjutant Sales Orders
Adjutant will create new Deals in Hubspot whenever a Sales Order is made or a quote is converted into a sales order. Adjutant will pass back the order number, the order amount and the Account Manager (as the Deal Owner).
This will happen as long as the following criteria are met:
- Company ID matches the Hubspot Company ID
- Adjutant organization has the Hubspot attribute
- Make sure that account manager names match exactly to the contacts set up in Hubspot, or they will show as Unassigned
