How to set up a HubSpot-Mobly integration

* This article is only relevant to Mobly Admins (with access to the Hub) *

In order for Mobly to send your leads directly to your HubSpot instance and kick off the cool automated flows you have programmed, we first need to set up the integration in the backend so our systems can talk to each other directly. Don't worry - this process should take no longer than 15 minutes!

1. Create a Private App in HubSpot
   1. Click on the "Settings" icon in the upper nav bar.
   2. Navigate to the "Integrations" tab under "Account Management".
   3. Under "Integrations", click on "Private Apps".

   4. Click on "Create a Private App".

      Fill in the Basic Info

   5. Name your instance to include Mobly's name for easy future reference. We recommend something like "yourCompanyName-MOBLY".

      Edit the Scopes of your new private app

   6. In order for Mobly to add the necessary information for your leads, you'll need to grant the follow permissions:
      1. crm.lists - Read and Write
      2. crm.objects.contacts - Read and Write
      3. crm.objects.custom - Write
      4. crm.objects.owner - Read

      5. crm.schemas.contacts - Read

         

         
         
2. Click "Save" and then "Continue Creating".
3. HubSpot will provide you with a token. Click "Show Token" to view the full text.
4. Copy the token string and send it to Mobly for backend setup. Remember, this token is sensitive and shouldn't be shared with anyone other than Mobly for the purpose of setting up the integration.

Next, you'll work with the Mobly team to map Mobly fields to your customized HubSpot fields. We can map over 20 fields to your CRM, helping with both attribution and future engagement. To prepare for the integration setup call, create the following new fields on the Contact object:

These fields will house Mobly-specific information about where the lead was scanned, who scanned the lead, and the description added by the scanner. By creating these fields in advance, you'll be well-prepared for a smooth integration process with the Mobly team.