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.