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Page Revision: Thu, 27 Aug 2020 15:31

Table of Contents [Hide/Show]    General Information    Adjutant Setup Required    Hubspot Data Brought Over    Updating the Company Owner in Hubpot with the Account Manager

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 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
  

Updating the Company Owner in Hubpot with the Account Manager¶

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 match exactly to the contacts set up in Hubspot, or they will show as Unassigned
• 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)