Hubspot

Orbb's Hubspot integration streamlines your CRM processes using OAuth 2.0. This guide outlines the connection process, the scopes required, and the two distinct connection options available.

Connection Process with OAuth 2.0

1. OAuth 2.0 Authentication: The integration uses OAuth 2.0, ensuring secure and reliable connectivity between Orbb and Hubspot.
2. Authorization: When connecting, you will be prompted to authorize Orbb to access your Hubspot data.
3. Token Exchange: After authorization, OAuth tokens are exchanged, allowing Orbb to interact with your Hubspot data.

OAuth Scopes and Their Purposes

The following scopes are requested by Orbb for Hubspot integration:

• crm.schemas.deals.read: Allows read access to deal schemas.
• crm.import: Enables the import of CRM data.
• oauth: Needed for OAuth authentication processes.
• crm.objects.owners.read: Permits reading owner details within CRM.
• integration-sync: Essential for syncing data between Orbb and HubSpot.
• crm.export: Allows the export of CRM data.
• tickets: Access to ticketing information.
• crm.objects.contacts.write: Allows writing data to contact records.
• crm.schemas.custom.read: Read access to custom schemas in the CRM.
• crm.objects.custom.read: Read access to custom CRM objects.
• sales-email-read: Enables reading sales email data.
• crm.objects.custom.write: Allows writing data to custom CRM objects.
• crm.objects.companies.write: Permits writing data to company records.
• crm.lists.write: Allows manipulation of lists.
• crm.objects.companies.read: Enables reading company data.
• crm.lists.read: Permits reading list data.
• crm.objects.deals.read: Access to deal information.
• crm.schemas.contacts.read: Read access to contact schemas.
• crm.objects.contacts.read: Enables reading contact data.
• crm.schemas.companies.read: Read access to company schemas.

Connection Options

There are two ways to connect Orbb with Hubspot:

1. User Connection:
   • Connect using a Hubspot admin user.
   • All operations will be executed on behalf of this user.
   • Suitable for smaller organizations or testing environments.

Choose the method that best suits your organization's needs and compliance requirements.

Data Fetching and Field Creation in Hubspot

Orbb fetches data and interacts with Hubspot by following a specific process, which involves the creation of reports in Hubspot and assigning predefined segments in the Orbb app.

Creating Reports in Hubspot and Integration with Orbb

1. Hubspot List Creation:

   • Users must create a report within Hubspot and note down its ID.

2. Report Integration with Orbb:

   • Use the Hubspot List ID to create a corresponding report in the Orbb app.
   • Assign one of the predefined segments from Orbb's list to this report.

Data Synchronization Process

• Automatic Fetching:
  • Orbb starts fetching contacts from the Hubspot report into its system.
  • The fetch is triggered automatically whenever new contacts meet the criteria of the created report.

Data Processing and Actions

1. Updating Contact Fields:
   • Orbb runs the fetched contacts through its system.
   • It updates various fields in Hubspot based on the data processed.

This integration and data processing setup ensures that Hubspot is always up-to-date with the latest contact information and potential leads, optimizing the CRM's effectiveness for sales and marketing efforts.

Custom Hubspot Fields Created by Orbb

Important Note

Orbb strictly creates only the following specified fields in Hubspot. No other fields are altered or added to ensure the integrity and security of your Hubspot data.

Field labels keep the historical Intail prefix (Orbb's former brand) so that existing CRM data and reports remain consistent.

Custom Fields for Contacts

Field Name	Label	Type	Field Type	Description	Additional Info
LEFT_THE_COMPANY	Intail Left The Company	bool	Boolean Checkbox	Indicates whether the contact has left their previous company	Options: Yes/No
PROMOTED	Intail Promoted	bool	Boolean Checkbox	Indicates whether the contact was promoted from their previous role	Options: Yes/No
LINKEDIN_PROFILE	Intail Linkedin Profile	string	Text	LinkedIn profile URL of the contact	-
COUNTRY_CODE	Intail Contact Country Code	enumeration	Select	Country code of the contact	Options from CountryCodeType
COUNTRY	Intail Contact Country	enumeration	Select	Country of the contact	Options from CRMCountry
CITY	Intail Contact City	string	Text	City of the contact	-
EMAIL_STATUS	Intail Email Status	enumeration	Select	Status of the contact's email	Options from EmailStatus
LAST_MODIFIED_DATE	Intail Last Modified Date	datetime	Date	The date when the contact was last modified	-
ORIGINAL_CONTACT_ID	Intail Original HS Contact Id	number	Number	Original HubSpot Contact ID	-
ROLE	Intail Contact Title	string	Text	Job title of the contact	-
SUGGESTED_OWNER_ID	Intail Suggested Owner Id	number	Number	Suggested owner ID for the contact	-
SOURCE	Intail Source	string	Text	Source from where the lead was generated	-
INTERNAL_CONTACT_ID	Intail Internal Contact Id	string	Text	Internal identifier for the contact	-
EXPORT_ID	Intail Export List Id	string	Text	Export list identifier	-

Custom Fields for Leads

Important Note

Leads is a term used by Orbb to refer to contacts in Hubspot. It creates a Contact object with lifecycle stage as Lead in Hubspot.

Field Name	Label	Type	Field Type	Description	Additional Info
COMPANY_NAME	Intail Company Name	string	Text	Name of the company	-
COMPANY_LINKEDIN_PROFILE	Intail Linkedin Profile	string	Text	LinkedIn profile URL of the company	-
COMPANY_DOMAIN	Intail Company Website URL	string	Text	Website URL of the company	-
COMPANY_SIZE	Intail Company Size	enumeration	Select	Size of the company, expressed in a range (e.g., MIN-MAX)	Options from CompanySizeRangeType
COMPANY_COUNTRY	Intail HQ Country	enumeration	Select	Country where the company headquarters is located	Options from CRMCountry
COMPANY_COUNTRY_CODE	Intail Company Country Code	enumeration	Select	Country code of the company headquarters	Options from CountryCodeType
COMPANY_CONTINENT	Intail HQ Continent	string	Text	Continent where the company headquarters is located	-
COMPANY_CITY	Intail HQ City	string	Text	City where the company headquarters is located	-
COMPANY_REGION	Intail HQ Region	string	Text	Region where the company headquarters is located	-
COMPANY_STREET	Intail HQ Street	string	Text	Street address of the company headquarters	-
COMPANY_ZIP	HQ zip	string	Text	ZIP code of the company headquarters	-
COMPANY_FACEBOOK_PROFILE	Intail Facebook Company Profile	string	Text	Facebook profile URL of the company	-
COMPANY_TWITTER_PROFILE	Intail Twitter Company Profile	string	Text	Twitter profile URL of the company	-
COMPANY_DESCRIPTION	Intail Company Description	string	Textarea	Description of the company	-
COMPANY_INDUSTRY	Intail Company Industry	string	Text	Industry in which the company operates	-
LAST_MODIFIED_DATE	Intail Last Modified Date	datetime	Date	The date when the company information was last modified	-
REPORT_TYPE	Intail Report Type	enumeration	Select	Type of report related to the company	Options from ReportTypesEnum
REPORT_NAME	Intail Report Name	string	Text	Name of the report related to the company	-
SOURCE_USER	Intail Source User	string	Text	User who is the source of the company data	-
WORKFLOW_NAME	Intail Workflow Name	string	Text	The workflow name that triggered the lead creation	-
PREVIOUS_COMPANY_NAME	Intail Previous Company Name	string	Text	The previous company name	-
PREVIOUS_COMPANY_DOMAIN	Intail Previous Company Domain	string	Text	The previous company domain	-
PREVIOUS_EMAIL	Intail Previous Email	string	Text	The previous email of the contact	-

These tables list all custom fields created by Orbb for HubSpot contacts and companies, providing detailed descriptions and additional information where applicable.

These custom fields enable Orbb to effectively sync and update relevant data in Hubspot, optimizing CRM efficiency and data accuracy.