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HubSpot

The HubSpot adapter connects Atrium to your HubSpot account for contact lookup and visit logging.

What it does​

  • Contact lookup: Searches HubSpot Contacts by email address during pre-registration.
  • Visit logging: Creates an Engagement (Note or Meeting) on the Contact record after check-out.

Setup​

  1. Create a Private App in HubSpot:

    • Navigate to Settings → Integrations → Private Apps.
    • Create a new app with scopes: crm.objects.contacts.read, crm.objects.contacts.write.
    • Copy the access token.

  2. Configure in Atrium:

    • Navigate to Settings → Integrations → CRM.
    • Select HubSpot.
    • Enter the access token (or complete the OAuth2 flow if using a public app).
    • Test the connection.

  3. Test: Pre-register a visitor with an email that exists in HubSpot. Verify auto-fill.

Mapping​

Atrium fieldHubSpot field
Visitor emailContact.email
Visitor first nameContact.firstname
Visitor last nameContact.lastname
Visitor companyCompany.name (via association)
Visit recordEngagement (Note)

Considerations​

  • Rate limits: HubSpot's API rate limits vary by plan. The adapter respects Retry-After headers automatically.
  • Free vs. paid HubSpot: The adapter works with HubSpot Free CRM, but some features (custom properties, advanced associations) may require a paid plan.