Integrate HubSpot CRM with Clodura Platform

If you are HubSpot CRM user, here are the steps to integrate it with your Clodura account.

How to Generate HubSpot API Credentials?

  1. Create your HubSpot CRM account
  2. Add or Join a Company
  3. Generate HubSpot – API
  4. Add HubSpot API Key
  5. Done!

Login To Your HubSpot Account

If you are HubSpot CRM user, login with your developer account or create one or login with existing Google Account.

Create a Test Account

  1. Upon login as a new user, you are redirected to Developer Home. Here, you must select – ‘Create a Test Account’.
  2. Again, you will be redirected to another window and will see a “Create test account” button, click on that.
  3. Next, a pop-up window will appear. Name your test developer account. Name the same and click on “Create” button.
  4. Now the test account for the developer is ready. Click on Profile icon. You can see the account created.

Create HubSpot Private App Key

  1. To create Private app, click on settings icon from the right-side menu tab
  2. Next, click Integration and then on Private app
  3. HubSpot Private app Key page is displayed
  4. Click on Create Private app button
  5. You can change private app name

Select the Scopes

  1. Click on scope
  2. Confirm the Private app access
  3. Upon confirmation, the Privarte app Key is generated
  4. Copy the Access private app key

Login | CRM Integration With Clodura.AI

  1. Login to Clodura.AI
  2. Go to Setting and click CRM Integration
  3. Toggle button below HubSpot icon
  4. Paste the API Key copied from HubSpot here
  5. Click on “Save” button

Company and Contact Field Mapping

  1. Click on Mapping.
  2. Company and Contact Field Mapping section will open.
  3. Company Name, Name and Email are mandatory fields (Note: No two fields should be same)
  4. Click on “Save” button.

Export Contacts to HubSpot

To add the selected contacts in your CRM database, below are the steps:

  1. Click on Contacts in navigation bar
  2. Select the unlocked or saved Contacts
  3. Click on Export to CRM

Assign Owner to Contacts

  1. Once you click on export button in last step, this will pop-up the new tab.
  2. Now, You can see the owner list. Select the owner for the contacts to be exported in CRM
  3. Click on “Ok” button.

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