What you can build
01Create contacts
02Update deals
03Synchronize properties
04Register activities
H
CRM
HubSpot
A CRM for organizing contacts, companies, sales and relationship activity.
Three concepts to understand
CRM object
A record type such as contact, company or deal.
Property
A record field such as email, stage or value.
Private app
An internal integration using its own access token.
How to get started
- Define which objects will be synchronized.
- Map fields between systems.
- Handle limits and duplicate updates.
Quick answers
Private app or OAuth?
A private app is for your own account; OAuth fits a product used by multiple customers.
Can I create custom fields?
Yes, when the account plan and permissions allow it.