> For the complete documentation index, see [llms.txt](https://docs.edgetag.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.edgetag.io/channels/webhook/templates/hubspot-contact-and-deal.md).

# 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](https://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](https://shopify.dev/docs/api/webhooks?accordionItem=webhooks-orders-create\&reference=toml) 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.

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