How it works
HubSpot helps teams manage contacts, companies, and sales opportunities. Connect it to build business tools around your CRM. App visitors don’t need their own HubSpot accounts; your app uses the account you connect. By connecting HubSpot, you can:- Search and display contacts, companies, and deals
- Create or update customer records
- Create and update deals in your sales pipelines
- Link contacts, companies, and deals together
- Look up available fields, owners, pipelines, and stages
How to integrate HubSpot into your app
1
Connect to HubSpot
Ask Zite to connect your app to HubSpot in the chat box. Alternatively, click +, select Integrations, then choose HubSpot.Sign in to your HubSpot account, select the account you want to use, and approve the requested access.
2
Describe your use case
Tell Zite what your team needs to do, such as “Build a lead intake form that updates matching contacts and creates a deal in our sales pipeline.”Specify the fields, pipeline, and stage to use, and which records should be linked together.
3
Test and publish
Test with a sample contact or deal and check the result in HubSpot. Try required fields, number fields, and stage selections as well as a successful submission.Click Publish in the upper-right corner to make the HubSpot features available in your live app.
Common use cases
With a HubSpot connection, you can create apps like:- Lead Intake: Create contacts or update matching customer records.
- Sales Dashboards: Display deals by pipeline and stage.
- Account Portals: Show the customer information your team needs.
- Record Editors: Update contact and company details from one place.
Important notes
- Account access: Available records and actions depend on the connected account’s permissions and HubSpot plan.
- Missing fields: Tell Zite which fields to retrieve. If a value is absent, check that the field exists and is accessible before assuming it is empty.
- Rejected updates: Check required fields, number formats, and allowed options. A connected account does not guarantee that every record update will succeed.
- Duplicates and links: Ask the app to find an existing contact by email before creating one, and specify which company or deal it should link to.
- Complete reports: Ask Zite to include all matching results, not just the first page, when calculating totals.
Need help with this integration? Contact support@zite.com.