The prerequisites for integrating with HubSpot depend on the application you're connecting (e.g., Sage ERP, Magento, a custom app, or GUMU Copilot). In general, the following prerequisites are required.
An active HubSpot account.
The appropriate subscription plan based on the objects and APIs you intend to use:
Free – Basic contacts, companies, deals.
Starter/Professional/Enterprise – Custom objects, workflows, advanced automation, and additional API limits.
You need authentication credentials for API access.
Create a Private App in HubSpot.
Generate an Access Token.
Grant the required scopes.
Common scopes include:
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.deals.read
crm.objects.deals.write
crm.schemas.contacts.read
crm.schemas.companies.read
Identify which HubSpot objects will be synchronized.
Examples:
Customer
Contact
Account
Company
Sales Order
Deal
Product
Product
Invoice
Custom Object (if applicable)
Prepare a mapping document containing:
Source field name
Destination field name
Data type
Mandatory/optional indicator
Default values
Transformation rules
Example:
CustomerID
external_customer_id
Name
firstname / lastname
Phone
phone
If HubSpot does not already contain the required fields:
Create custom properties.
Configure picklists/enumerations if needed.
Examples:
ERP Customer Number
Territory
Credit Limit
Tax ID
HubSpot enforces API rate limits.
Examples:
Private Apps generally allow 100 requests every 10 seconds.
Daily limits depend on the subscription plan.
Integrations should implement:
Retry mechanisms
Error handling
Batch processing
If near real-time synchronization is required:
Enable webhooks.
Subscribe to events such as:
Contact created
Contact updated
Deal updated
The middleware or connector should have:
Internet access to HubSpot APIs
HTTPS support
Ability to store access tokens securely
Logging and monitoring capabilities
Prepare sample records for:
Contacts
Companies
Deals
Products
HubSpot Portal ID
HubSpot subscription type
Private App Access Token
Required scopes
List of objects to synchronize
Field mapping sheet
Synchronization frequency (real-time, scheduled, manual)
Expected data volume
These prerequisites are generally sufficient for integrations involving HubSpot and Sage 100, Sage 300, Sage Intacct, Magento, or GUMU Copilot.
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