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Connect HubSpot

By 1 min read

Quick steps

  1. In HubSpot, go to Development, Keys, Service keys and click Create service key, named "Shmor". You need to be a Super admin.
  2. Add the scopes: crm.objects.contacts.read and .write, crm.objects.companies.read and .write, crm.objects.deals.read and .write, crm.objects.owners.read, crm.schemas.contacts.read and .write, and crm.schemas.deals.read.
  3. Create the key, click Show, then Copy.
  4. In Shmor, open Integrations, then Connect with an access key on the HubSpot card, and paste it into HubSpot access key.

A legacy private app token with the same scopes works too. See the full guide.

What Shmor adds

A contact property group called Shmor with Met via, Met at and Needs info. LinkedIn profiles go into HubSpot's own LinkedIn property. Then contacts, companies, notes, to-do tasks and, on Pro, deals.

HubSpot limits to know

  • Only the first email address is written; HubSpot's API does not let apps set additional emails.
  • Two phone numbers fit: phone and mobile phone.

Switching and disconnecting

Connecting HubSpot makes it the active CRM. Your ShmorCRM records stay in ShmorCRM, read-only. Disconnect on the HubSpot card stops Shmor writing until you connect a CRM again; nothing in HubSpot is deleted. Delete the key in HubSpot to revoke access completely.

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