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Triggr maps your clients to HubSpot companies and works with CRM records such as contacts, companies, deals and custom objects. You need Super Admin or the Developer tools access permission in HubSpot.

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Set up HubSpot

  1. In HubSpot, go to Development > Keys > Service keys (or Settings > Integrations > Service Keys) and click Create service key.
  2. Click Add new scope, tick the scopes below and click Update.
  3. Click Create and confirm, then click Show and Copy. The key starts with pat-.

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Connect it in Triggr

1

Open the integration

Go to Integrations > HubSpot and click Configure on the Base Configuration card.
The Base Configuration card with Status Not Configured, Admin Consent Not Required and a Configure button.
2

Enter the key

Paste the key or token into API Key, then click Save Configuration.
The HubSpot configuration window with an API Key field, an Allow insecure TLS switch under Advanced, and a Save Configuration button.
CRM record actions take the object type, such as contacts, or a custom object’s type ID, such as 2-3465404.

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Map your clients

On the Client Mapping card, click Apply 100% Matches, then choose the HubSpot company in Mapped to for anyone left. Triggr saves each match as the client’s hubspotId variable.
The Client Mapping card with All, Mapped and Unmapped filters, Acme Corp mapped to Acme Corp with a 75% suggested mapping, and Globex unmapped with a Select ConnectWise Manage clients dropdown.

The Client Mapping card, shown here for ConnectWise Manage.

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Troubleshooting

The key was rotated, expired or deleted, or pasted with spaces. Paste a fresh copy into API Key.
Edit the key (or click Edit app for a private app) and add the missing scope.
Check the key has crm.objects.companies.read and the companies have a Name, then click Refresh.
On the key’s page in HubSpot, click Rotate, then paste the new key into Triggr. Rotate and expire later keeps the old key working for 7 days; Rotate and expire now stops it immediately.