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 field	HubSpot field
Visitor email	Contact.email
Visitor first name	Contact.firstname
Visitor last name	Contact.lastname
Visitor company	Company.name (via association)
Visit record	Engagement (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.