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HubSpot Integration Setup in Terros (Web)

Terros integrates with HubSpot using a custom webhook designed specifically for HubSpot’s requirements.

Hunter Allred avatar
Written by Hunter Allred
Updated over 2 weeks ago

Background

Our standard Account webhook (view docs) can be modified to send Account data in a format that is compatible with HubSpot’s external API. However, customizing this for each client is a process that can’t be configured in our web application at this time. To complete your Hubspot integration, you will need to provide the following to our team.

  • Your primary point of contact who will be building and maintaining the integration between Terros and Hubspot (email or Slack channel)

  • Your HubSpot API key (or private app access token) shared via secure link (like 1Password)

  • All relevant field mappings (Account Status and Custom Fields for example)

What Happens Next

Once received, our team will:

  • Identify any gaps in requirements

  • Configure the custom HubSpot webhook for your company

  • Apply the required logic to ensure data syncs correctly from Terros to HubSpot

  • Discuss requirements to get data from HubSpot back to Terros

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