HubSpot

HubSpot covers two different jobs: where a case stands, and a quote that is waiting for an answer. Both widgets are drawn against HubSpot's own documentation, and no call has been made yet, because there is no account to make it against.

What it shows

2 widgets read from HubSpot, and a portal shows the ones you turn on.

  • Cases
  • Quotes

How it finds your data

A HubSpot ticket hangs on a company, and the scope follows the contact's primary company. That is the axis HubSpot's own customer portal uses.

Per organisation

Setting it up

The connection takes a private app token. It is not switched on until the reads have been checked against a real account.

The key is stored encrypted and is not shown again after it is saved. Kilango reads with it on request and writes nothing back.