HubSpot

Installation

This integration requires using the HubSpot server key feature. Using any other type of API key may result in failure of the features to work. You can generate a server key from within your HubSpot settings in the Integrations menu.

When creating the server key, it will ask you which permissions are required. The following permissions should be checked:

• crm.objects.line_items.write
• crm.objects.line_items.read
• crm.objects.carts.write
• crm.objects.carts.read
• crm.objects.contacts.write
• crm.objects.contacts.read

Once you have the server key, copy it and paste it into the server key field within the PluralCart integration settings. Once that is saved, you will be allowed to enable the integration.

What Does It Do?

This integration will synchronize carts and line items from PluralCart to HubSpot. The synchonization will occur automatically based on which triggers are enabled, but can also be triggered manually from the admin.

When the cart synchronizes, it will first look for the customer by e-mail within your HubSpot contacts. If it finds one, it will associate the contact with the cart. If no contact is found, a new one will be created.

If a cart is updated from PluralCart, you can sync the data again from the PluralCart admin using the HubSpot dropdown from the cart’s detail page.

Settings

There are two different triggers that can be enabled. These will cause the cart to synchronize with HubSpot. The first is when a new cart is created. The second is when the customer requests a quote from the cart detail page.

Limitations

Carts are required to have a customer attached to sync with HubSpot.