Integrate HubSpot

Create new members or update existing employees and their profile variables in Community by syncing employee data from HubSpot.

You must have login credentials for your organization's HubSpot account, and permissions for your organizations HubSpot API key.

1. In the navigation bar, click Product Settings > App Center - App Directory.
   
2. Install HubSpot using one of the following options:

   Option	Description
   App Directory	Click Install in the App Directory, under HubSpot.
   App Details page	Click the HubSpot application icon in the App Directory. The application redirects you to the App Details page in the App Directory. Click Install.

3. If this is your first time installing something from the App Directory, review the terms and conditions, select I accept the terms and conditions, and click OK.
4. In the Finding Your API Information dialog, read about the Community API settings you need and where to find them. You will need the four values described to configure your Community connection. When you have identified the information you need, click Proceed.
5. The configuration for the App is completed in a separate pop-up window. If you are prompted to disable pop-up blockers, follow the instructions in your browser's documentation to temporarily or permanently disable pop-up blockers for the site.
6. Configure authentication settings for Community:
   1. In the Alida Authentication page, click New Authentication.
   2. In the Create a new authentication page, enter the required settings:
      • Community API key name
      • API key
      • Client ID
      • Client secret
   3. Click Create.
      The connection information you entered is validated and you are returned to the Alida Authentication page.
7. Click Next.
8. Configure authentication settings for HubSpot:
   1. In the HubSpot authentication page, click New Authentication.
   2. In the Create a new authentication page, enter the configuration settings:
      • Developer API Key - The unique key authenticate with and access the HubSpot API.
   3. Click Create.
      The HubSpot Login page opens in a new browser window.
   4. Sign in to your HubSpot account in the HubSpot Login page and follow the prompts on screen to authorize Alida to connect to the HubSpot API. The permissions requested are required to sync HubSpot data with Community.
   5. Click Next.
9. In the Mapping Drop-Down List page, select the fields to map by clicking Add new mapping and choosing the HubSpot field on the left and the Alida profile variable to map it to on the right.
   At a minimum, you should map the first name and last name fields.
10. Click Finish.

The HubSpot integration begins installing. When it is complete, the application displays a notification message that says HubSpot was successfully installed. HubSpot now appears on the Installed Apps page. You can click on the link in this page to manage the app if your settings change.