Data mapping
The table below shows what the integration reads from and writes to your HubSpot, object by object.
uman object | HubSpot object | What uman reads | What uman writes |
Account | Company | Name | Creates Companies (name + any other required field) |
Contact | Contact | First name, last name, email, phone, title and the linked Company | Creates or updates Contacts (first name, last name, email, phone, title, the linked Company + any other required field) |
Deal | Deal | Name, stage, pipeline, close date and the linked Company | Creates Deals (name, stage, pipeline, the linked Company) and updates the stage + any other required field |
Pipeline | Pipeline | Deal pipelines and their stages | Read only |
Note | Note | Notes attached to a Company, Contact or Deal | Creates or updates Notes (content). Every note is linked to a Company, Contact or Deal |
Custom object | Custom object | Fields required to create a Company, Contact or Deal | Objects required to create a Company, Contact or Deal, with any field those objects require |
Setup Instructions
To enable the integration, we use an oauth 2 user integration. When logged in to the uman platform, user’s will be able to connect to a HubSpot App, provided by uman.
Used OAuth scopes
oauth
crm.objects.companies.read
crm.objects.companies.write
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.owners.read
crm.objects.custom.read (optional, if account has a license that supports custom objects)
crm.objects.custom.write (optional, if account has a license that supports custom objects)
Admin approve connected app
HubSpot Super Admin Approval: A HubSpot Super Admin must approve the Uman public app to initiate the connection. This can be done in HubSpot.
Connection Confirmation: After granting access, the Uman public app will appear in the 'Connected Apps' section of the client's HubSpot account, confirming the successful connection.
For further assistance, please contact our support team.