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Connecting and Authorizing TruVoice Automation for Hubspot

  • Updated

Follow these instructions to connect and authorize TruVoice Automation with your Hubspot Sales Hub

Integration User Permission Requirements

You enable the connection between your TruVoice Automation instance and HubSpot with an integration user. The integration user is a HubSpot user account that will need the following minimum access permissions (Application Authorization Scopes). 

 

  • Manage and view CRM data:
    • View contact list details (crm.lists.read)
    • View properties and other company details (crm.objects.companies.read)
    • View properties and other contact details (crm.objects.contacts.write)
    • Create, delete, or make changes to contacts (crm.objects.contacts.read)
    • View properties and other deal details (crm.objects.deals.read)
    • View details for users assigned to a CRM record (crm.objects.owners.read)
  • View custom object records:
    • View custom object details (crm.objects.custom.read
  • Access to eCommerce:
    • Access to emcommece features (e-commerce)
  • Basic Oauth functionality:
    • Basic scope required for OAuth (oauth)
  • Read one-to-one emails:
    • Access to read details of one-to-one emails sent to contacts (sales.email.read)
  • View account data:
    • View details about account users and their permissions (settings.users.read)

Required Fields for Integration

 

Object Required Fields
Deal
  • Deal ID (hs_object_id)
  • Create Date (createdate)
  • Deal Name (dealname)
  • Deal Description (description)
  • Deal Stage (dealstage)
  • Deal Probability (hs_deal_stage_probability)
  • Deal Owner (hubspot_owner_id)
  • Last Activity Date (notes_last_updated)
  • Forecast Category (hs_manual_forecast_category)
  • Close Date (closedate)
  • Deal Currency Code (deal_currency_code)
  • Amount in Company Currency (amount_in_home_currency)
  • Deal Type (dealtype)
Company
  • Company ID (hs_object_id)
  • Company Name (name)
  • Parent Company (hs_parent_company_id)
  • Is Public (is_public)
  • Company Owner (hubspot_owner_id)
  • Company Domain Name (domain)
  • Phone Number (phone)
  • Type (type)
  • Last Activity Date (notes_last_updated)
  • City (city)
  • Country/Region (country)
  • Postal Code (zip)
  • State/Region (state)
  • Street Address (address)
  • Annual Revenue (annualrevenue)
  • Number of Employees (numberofemployees)
  • Industry (industry)
  • Create Date (createdate)
Line Item
  • Product Id (hs_product_id)
  • Unit Price (price)
  • Amount (amount)
  • Quantity (quantity)
Product
  • Name (name)
  • Unit Price (price)
  • Product Description (description)
  • SKU (hs_sku)
Contact
  • Contact ID (hs_object_id)
  • Contact Owner (hubspot_owner_id)
  • Unsubscribed from All Email (hs_email_optout)
  • Email (email)
  • First Name (firstname)
  • Last Name (lastname)
  • Mobile Phone Number (mobilephone)
  • Phone Number (phone)
  • Salutation (salutation)
  • Job Title (jobtitle)
  • Last Activity Date (notes_last_updated)
  • City (city)
  • Country/Region (country)
  • State/Region (state)
  • Street Address (address)
  • Postal Code (zip)

 

First TruVoice Automation Login
Follow the TruVoice Automation invitation link sent to you by your Primary Intelligence representative and click on the “HubSpot” login link to log into TruVoice Automation with a user what has the minimum required integration user permissions (see above).  

HS1.png

 

Connecting TruVoice Automation to HubSpot

A new HubSpot window will open and ask you to login with your HubSpot credentials. Once logged into HubSpot, you will be prompted to choose a HubSpot account to connect to your TruVoice Automation instance. Please select the HubSpot account you intend to use as your TruVoice Automation “integration user account” and click the “Choose Account” button to proceed to the next step. NOTE: To complete this step successfully, you must select an account with the minimum required integration user permissions, as identified above, or you will receive an error message indicating the connection could not be completed.

HS2.png

 

Complete TruVoice Automation Connection
You will be presented with a HubSpot window indicating the access TruVoice Automation is requesting. Review the access requirements and select “Connect App” to proceed. You have successfully connected TruVoice Automation to your HubSpot CRM.

  HS3.png  

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