Hubspot Integration
To add the Hubspot Integration to one of your Whisp widgets, on the "Integrate" Tab...
Click on "Select Integration"
Click on "Hubspot"
Click on the configuration sign.
To get your "Access Token", log in to your Hubspot account and click on the Settings icon in the top right corner of your screen (gear icon)
Using the menu on the left, under Account Set-up, click on "Integrations" and select "Private Apps"
If you don't have a private app that you would like to use, you can create a new one for Whisp by clicking on "Create Private App"
Give your private app a name. You can include a logo and a description if you like.
Once you've assigned your private app a name, click on the "Scopes" Tab
Under Scopes, select "CRM" and then check off "Write" for crm.objects.contacts.
You can then click on "Create App" in the top right-hand corner of your screen.
Click on "Show Token" and then select Copy.
NOTE: If you already have a private app created. Follow the below steps:
Under the Account Setup - Private Apps
Click on "View access token"
Click on "Copy"
You then go back to your Whisp Portal and paste the token under the "Access Token" field.
Click "Ok"
Then click "Save"
Click on "Select Integration"
Click on "Hubspot"
Click on the configuration sign.
To get your "Access Token", log in to your Hubspot account and click on the Settings icon in the top right corner of your screen (gear icon)
Using the menu on the left, under Account Set-up, click on "Integrations" and select "Private Apps"
If you don't have a private app that you would like to use, you can create a new one for Whisp by clicking on "Create Private App"
Give your private app a name. You can include a logo and a description if you like.
Once you've assigned your private app a name, click on the "Scopes" Tab
Under Scopes, select "CRM" and then check off "Write" for crm.objects.contacts.
You can then click on "Create App" in the top right-hand corner of your screen.
Click on "Show Token" and then select Copy.
NOTE: If you already have a private app created. Follow the below steps:
Under the Account Setup - Private Apps
Click on "View access token"
Click on "Copy"
You then go back to your Whisp Portal and paste the token under the "Access Token" field.
Click "Ok"
Then click "Save"