HubSpot - Contact & Deal

HubSpot Configuration

1. Create a Private App

   • In HubSpot: Settings → Account Settings → Integrations → Private Apps, click Create Private App.
   • Under Basic Info, name it EdgeTagConnector.
   • Under Scopes, select:

     • crm.objects.contacts.read
     • crm.objects.contacts.write
     • crm.objects.deals.read
     • crm.objects.deals.write
   • Create the app and copy the Auth Token from the Auth section.
2. Credentials

   • Set the following variable using your Private App’s Auth Token:
   • HUBSPOT_PRIVATE_APP_ACCESS_TOKEN = <your private app auth token>

EdgeTag Deployment

1. Navigate to Your EdgeTag Project

   • Log in at app.edgetag.io.
   • Select your site (e.g., hgtmv.abcdefgh.com).
   • Click Add Channel → Webhook.
2. Configure Webhook Integration

   • Ensure Consent Categories includes at least Strictly necessary.
   • Name your webhook (e.g., HubSpot Lead & Deal).
   • Leave the Webhook URL blank (EdgeTag will auto-generate).
   • Starter Template: Choose HubSpot - Contact & Deal
3. Set Secrets

   • Click Add Secrets.
   • Set:

     • name: HUBSPOT_PRIVATE_APP_ACCESS_TOKEN
     • value: your Private App’s Auth Token
4. Save & Deploy

   • Click Save & Deploy (upper-right).
   • EdgeTag will compile and activate the webhook.

Validation & Testing

• Send a test lead: Use Shopify Order Created payload.
• In EdgeTag Logs, verify the script ran without exceptions.
• In HubSpot:

  • Confirm a Contact exists with the customer email.
  • Confirm a related Deal named Order <orderId> was created and linked to that Contact.
• If you encounter errors, contact the EdgeTag team.

Result

The script will create or update the Contact in HubSpot, and create a Deal associated to that contact.