HubSpot for partners

Connect HubSpot to the billing system so your HubSpot contacts show each customer’s account number, account status and verification status. You create a HubSpot private app for the connection, then add three contact properties for the data.

For the HubSpot integration your customers use in their own portal, see HubSpot.

Before you start

• You need a HubSpot account with permission to create private apps and contact properties.
• HubSpot API keys no longer work. Since 30 November 2022, the connection must use a private app’s access token.

1. Create a HubSpot private app

Note

Menus can change between versions. If a label is different, check the vendor’s own help.

1. In HubSpot, go to Settings › Integrations › Private Apps and click Create a private app.
2. Give the app any name and description.
3. Open the Scopes section and add these permissions:
   • Search for contact and allow crm.objects.contacts both read and write.
   • Search for owner and allow crm.objects.owners read.
4. Click Create app.
5. Copy the app’s access token.
6. In the partner portal, go to Integrations/API › HubSpot.
7. Tick Enable Integration and paste the token into Private app’s access token.
8. Click Validate, then Save.

The same page has optional settings that are applied when a new customer account creates a HubSpot contact: Contact owner, Lifecycle stage, Lead status (for new customer account), Lead status (when customer account deleted) and Original source.

The Account number, status and verification status line on that page isn’t a setting. It links to help on creating the contact properties below.

2. Create the contact properties

1. In HubSpot, go to Settings › Objects › Contacts › Manage contact properties.
2. Click Create property.
3. Create three properties, one at a time, with these values. Click Next after the first screen and Create at the end.

Group	Label	Description (your choice)	Field type
Contact information	account_number	Customer account number	Single-line text
Contact information	account_status	Customer account status	Single-line text
Contact information	verification_status	Customer verification status	Single-line text

Use the labels exactly as shown. The billing system writes to these properties.

3. Show the properties on contact records

1. In HubSpot, go to Settings › Objects › Contacts › Record Customisation › Choose properties for default sidebar and click Edit.
2. Search for account_ and add the new properties. Add verification_status too.
3. Click Save.

Check it works

Open the HubSpot contact for one of your customers. The sidebar summary should show the account number, account status and verification status.

Next steps

• Partner API
• Add and manage customers