HubSpot

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Prerequisites

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Recommended Integration

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Extole HubSpot App

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Advocate Sync

• hubspot_integration — an integration in your Extole account that holds your HubSpot connection settings: the webhook URL and shared secret.
• hubspot_share_controller — a trigger you attach to each campaign, so it fires whenever that campaign’s advocate journey creates a share link.

1. In Security Center > Keys, create a Client Key (Type: Webhook, Algorithm: Password) holding the shared secret from the app’s Anonymous Advocate Sync section.
2. In the integration’s Configuration tab, set Webhook URL to the app’s Anonymous Advocate Sync endpoint, and Shared Secret to reference that Client Key.
3. Duplicate the hubspot_share_controller trigger into each marketing campaign that should sync advocates:
   extole components duplicate <hubspot_share_controller-component-id> --target-campaign <target-campaign-id>
   
4. On the duplicated copy, set Journey Names to the campaign’s real advocate journey (for example, ADVOCATE) and HubSpot Webhook to the integration’s Dispatch Webhook setting. Publish the campaign.

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Legacy and Custom Setups

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Advocate Sync — Custom Endpoint

1. Create the function:
   hs cms function create <name> --functions-folder api.functions --filename advocate-sync.js --endpoint-method POST --endpoint-path api/<path>
   
2. Implement the handler to verify shared_secret and upsert the contact via the HubSpot CRM API, using a Private App access token or Service Key (contacts read/write scope) added as a function secret.
3. Upload it:
   hs cms upload api.functions api.functions
   
4. The resulting URL is https://<account-id>.hs-sites-<region>.com/_hcms/api/<path>. Use this as the integration’s Webhook URL, as in the section above.

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Advocate Sync — Direct API Calls

1. In your HubSpot developer account, create a private app with a crm.objects.contacts.write scope and generate a Bearer Token.
2. In Extole’s Tech Center > Outbound Webhooks, create a Client Key: select Webhook as the Key Type, Password as the Algorithm, and paste the Bearer Token as the key value.
3. Create a webhook: Type Generic, Client Key set to the key from step 2, API URL api.hubapi.com/crm/v3/objects/contacts, method POST.
4. Attach the webhook to the point in your Extole campaign that fires when a share link is created — the advocate journey’s SHAREABLE event.

{
  "properties": {
    "email": "test123@example.com",
    "share_code": "test123",
    "share_link": "share.test123@example.com",
    "extole_app_type": "hubspot"
  }
}

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Referral Tracking on Form Completion

1. Add a custom field to the HubSpot contact record and lead form, with internal name advocate_code.
2. Add Extole’s Core and Event JavaScript tags to the lead form to track referral attribution even when the friend doesn’t manually enter a code.
3. In HubSpot, create a workflow that triggers a webhook every time a form is completed with advocate_code populated, or the field is populated on a contact record.
4. Configure the workflow webhook: method POST, URL api.extole.io/v5/events, authentication API Key (an Extole access token), with a customized request body:

{
  "event_name": "signed_up",
  "data": {
    "email": "{{email}}",
    "advocate_code": "{{advocate_code}}",
    "first_name": "{{first_name}}",
    "last_name": "{{last_name}}",
    "event_date": "{{date}}",
    "partner_conversion_id": "{{id}}",
    "extole_app_type": "hubspot"
  }
}

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Deal or Conversion Scoring

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FAQs