Integrations
      Back to home
      1. Welcome! TextBetter User Guide
      2. SMS Suite
      3. Integrations

      HubSpot - Integration Overview

      The HubSpot integration automatically populates contact details from the connected HubSpot instance, and creates "Note" engagements for contacts in HubSpot with the contents of each message sent/received.

      Installation Methods

      Private App

      1. Follow the steps at https://developers.hubspot.com/docs/api/private-apps#create-a-private-app to create a private app in your HubSpot account. The scopes needed for this step are: crm.objects.contacts.read, crm.objects.contacts.write, conversations.read, conversations.write.

      2. Next, follow the steps at https://developers.hubspot.com/docs/api/private-apps#make-api-calls-with-your-app-s-access-token to retrieve your private app's access token. Copy access token.

      3. Click the “install” button for the HubSpot integration

      4. Choose the “API key” installation option

      5. Enter a name for the integration, and the API key obtained for your HubSpot instance

      6. Click OK

      API Key

      1. Follow the steps at https://knowledge.hubspot.com/integrations/how-do-i-get-my-hubspot-api-key to obtain your API key

      2. Click the “install” button for the HubSpot integration

      3. Choose the “API key” installation option

      4. Enter a name for the integration, and the API key obtained for your HubSpot instance

      5. Click OK

      Note: Contacts will begin synchronizing after the sending or receipt of a message and messages will be stored as notes after a contact has been linked from the CRM.