Set up HubSpot connector
Follow the steps to configure HubSpot connector in Zuora and install the HubSpot app.
- In Zuora, navigate to Marketplace > My Connectors to access the HubSpot connector.
If the HubSpot connector is not listed, contact Zuora Global Support to install it.
- Enter the HubSpot Portal ID of your HubSpot account.
- Authenticate to Zuora using the provided Client ID and Client Secret.
- Set the environment to the REST Zuora endpoint. For example, rest.apisandbox.zuora.com.
- Generate Zuora credentials.
- Enter the Zuora environment endpoint. For example, rest.apisandbox.zuora.com in the Zuora_host field.
- Set up the custom field mapping. See HubSpot synchronization with custom fields. If there is no mapping, assign an empty array( [ ] ) to the mapping field.
- The mandatory configuration requires the addition of custom fields as follows:
- In the contact section, create an indexed custom field with the API name crmId__c . Set the field type as Text with a length of 255 .
- In the subscription section, create an indexed custom field with the API name hubspotDealId__c . Set the field type to Text with a length of 255 .
- Contact Zuora Global Support to obtain the installation URL for the HubSpot app.
- Use the provided URL for one-step installation of the app in your HubSpot instance.