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Set up HubSpot connector

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Follow the steps to configure HubSpot connector in Zuora and install the HubSpot app.

1

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.

2

Enter the HubSpot Portal ID of your HubSpot account.

3

Authenticate to Zuora using the provided Client ID and Client Secret. See Create an OAuth client for a user.

  1. Set the environment to the REST Zuora endpoint. For example, rest.apisandbox.zuora.com.
  2. Generate Zuora credentials.
4

Enter the Zuora environment endpoint. For example, rest.apisandbox.zuora.com in the Zuora_host field.

5

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.

6

The mandatory configuration requires the addition of custom fields as follows:

  1. 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.
  2. 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.
7

Contact Zuora Global Support to obtain the installation URL for the HubSpot app.

8

Use the provided URL for one-step installation of the app in your HubSpot instance.