CredSpark offers a direct integration with HubSpot. This article will walk you through how to set it up.


How to set up HubSpot integration

As of November 30, 2022, HubSpot does not support API keys. In order to integrate with CredSpark, you will need to create a private app in HubSpot. Once you create an app, you will need to enable these scopes: 


  • crm.schemas.contacts.read

  • crm.objects.contacts.read

  • crm.objects.contacts.write



After you create that private app in HubSpot, you will be able to grab an access token. Once you have an access token follow the steps below. Before starting, make sure you have CredSpark Admin rights within your organization as only Admins can make these changes:

  1. Navigate to the "Admin Settings" section in your CredSpark account.
  2. Choose the "Integrations" tab and click on the "Connect" button on HubSpot Integration.
  3. Provide the Access Token details in the required field and click "Save".
  4. Once your integration is set up, you'll see a "Connected" label along with an "Edit" button.

How the integration works

Once your integration is set up, go to the Data tab for the interaction which you want to sync with Hubspot and click on the “Integrations” button.


A new modal will appear: 


By default, our question types First, Last Name, and Email are mapped. You can un-map any of these fields by clicking the trash icon. If you want to map additional fields, click “Add new field mapping” and select the correct fields in CredSpark and HubSpot. You might need to create a new property. Read more on how to do that here. 

 

If you want CredSpark to send information to Hubspot, you MUST Enable Sync. Also, note that you need to set up the mapping and sync for each interaction separately.

Other things to note:


  • If a contact does not exist, CredSpark will create a new contact in Hubspot
  • We do not sync retroactively (it means that once the sync is on we will only send new responses)
  • CredSpark can update existing records for the mapped fields (for example, if you have a contact Jane Doe, [email protected] in Hubspot and this person completes an interaction as Jane Smith, [email protected], we will update the Last Name field in Hubspot). If the field is not mapped, we won’t update it.
  • We never delete a contact (if you delete the response in CredSpark, it will still appear in HubSpot)


Hubspot -> CredSpark 

Our Hubspot integration allows Hubspot to share contact information with CredSpark. If a user is cookied by Hubspot (specifically, with hubspot_utk cookie) when they open an interaction, we use the Hubspot API to retrieve their name and email, and add this information to their response. You can then access this information in the CredSpark Results Report. This sync is automatically enabled once you set up the Hubspot integration.


Endpoints

In case your engineering teams needs more details, we are using the following endpoints (with the scopes):


  • GET /contacts/v1/contact/utk/:hubspot_user_token/profile (crm.objects.contacts.read)

  • GET /crm/v3/properties/contacts (crm.schemas.contacts.read)

  • GET /crm/v3/objects/contacts/:email?idProperty=email (crm.objects.contacts.read)

  • POST /crm/v3/objects/contacts (crm.objects.contacts.write)

  • PATCH /crm/v3/objects/contacts/{contact_id} (crm.objects.contacts.write)



Disconnecting Integration

If you ever want to disconnect your integration, simply click the "Edit" button and disconnect the integration. This will stop CredSpark from syncing data with yourHubSpot account.