Guide
How to connect HubSpot to Shmor with a service key
By Lev Perlman3 min read
Shmor writes the people you meet into HubSpot as contacts and companies, associated, with a note, a follow-up task and, on Pro, a deal. The quickest way to connect it is a HubSpot service key: a key you create in your own portal with only the scopes Shmor needs.
Before you start
- HubSpot lets Super admins, and users with the Developer tools access permission, create service keys.1
- You need a Shmor account. Connecting HubSpot switches new captures from ShmorCRM (the built-in micro-CRM) to HubSpot.
Step 1: create the service key
- In HubSpot, go to Development, then Keys, then Service keys.
- Click Create service key and name it Shmor.1
Step 2: add these scopes
Click Add new scope and tick each of these:1
| Scope | Why Shmor needs it |
|---|---|
crm.objects.contacts.read, crm.objects.contacts.write | Find, create and update contacts |
crm.objects.companies.read, crm.objects.companies.write | Find, create and associate companies |
crm.objects.deals.read, crm.objects.deals.write | Create deals on Pro |
crm.objects.owners.read | Assign tasks and deals to you |
crm.schemas.contacts.read, crm.schemas.contacts.write | Add the Shmor property group and its properties |
crm.schemas.deals.read | Read your deal pipelines and stages |
Create the key, click Show, then Copy.
A legacy private app token works too, if your portal already uses private apps. Give it the same scopes.2
Step 3: paste it into Shmor
- In Shmor, open Integrations (or the Choose your CRM step of set-up).
- On the HubSpot card, open Connect with an access key.
- Paste the key into HubSpot access key and connect.
Shmor checks the key and creates its properties before saving, so a key that does not work never replaces a connection that does.
Step 4: check the Shmor property group
In HubSpot, open your contact properties.3 You will find a group called Shmor with:
- Met via: a dropdown with Networking event, Conference, Intro, Inbound, Online and Other;
- Met at: text, such as the event name or who introduced you;
- Needs info: checkboxes (How we met, Follow-up) that Shmor ticks while it waits for your answer, and clears when you reply.
Use Met via and Met at in lists and reports to see where relationships start.
Step 5: send a test capture
Send a card photo or a profile screenshot to the bot on Telegram, or forward an email, with "follow up next Tuesday about pricing". In HubSpot you should see:
- the company, found by domain then by exact name, or created;
- the contact, found by email, then LinkedIn URL, then name and company, and associated with the company;
- a note on the contact's timeline;
- a to-do task due next Tuesday, assigned to you.4
Two HubSpot limits to know: only the first email address is written, because the API does not let apps set additional emails, and only two phone numbers fit (phone and mobile phone).
Signing in with HubSpot instead
Where Shmor's HubSpot app is set up, the card also offers a button that approves access on HubSpot's own page. Both connect the same way; the key works without the app.
Disconnecting
Click Disconnect on the HubSpot card in Shmor. Shmor stops writing contacts until you connect a CRM again, and nothing in HubSpot is deleted. To revoke access completely, delete or rotate the service key in HubSpot.1
Sources
-
HubSpot Developers, Make API requests using a service key: who can create keys, where to create them, and how scopes are added. ↩ ↩2 ↩3 ↩4
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HubSpot Developers, Private apps. ↩
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HubSpot Knowledge Base, Create and edit properties. ↩
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HubSpot Knowledge Base, Create tasks. ↩