# HubSpot integration {% hint style="warning" %} This feature is restricted to premium MeltingSpot plans. If you can't access it, please contact us. {% endhint %} For a quick start, you can watch this video: {% embed url="" %} You will find below more details: ## Activate the integration To get started, you need to activate the integration from the `HubSpot` tab on the `Integrations` page in your Spot settings. To do this : * Click on the `Connect to HubSpot` button. * A window opens, allowing you to authenticate to your account and authorize integration scopes. * Once authentication is complete, the window closes and you're returned to the HubSpot integration page. The integration is now active! šŸ„³ ## Initialization When the integration is activated, MeltingSpot creates a property group in HubSpot named ā€œMeltingSpotā€ if it doesn't already exist. This group contains the following properties:
Propertytype
Member IdMember's unique identifier.
Member statusMember status (Invited, Accepted, Pending, Left, Declined or Deactivated).
Member roleMember's role in MeltingSpot (Admin or Member).
Member custom roleMember's custom role in MeltingSpot.
Spot invitation dateMember invitation date.
Spot registration dateMember registration date.
GroupsGroups to which member belongs.
TagsTags associated with member.
HeadlineMember headline.
BioMember biography.
When integration is activated, MeltingSpot checks which Spot members (regardless of their status) have a corresponding contact in HubSpot, based on their email. For each HubSpot contact associated with a Spot member, MeltingSpot populates its MeltingSpot group contact properties with its member information. ## Integration parameters Once integration has been activated, a certain amount of data and information is sent to HubSpot: * Modification of HubSpot property values for a given contact: for each HubSpot contact associated with a Spot member, its property values are updated if they have been modified in the Spot. (default functionality) * Contact creation (feature to be activated) * Send activities in the contact's timeline (feature to be activated): * Sending activities linked to members * Sending activities related to lives * Sending activities related to discussions * Sending activities related to collections * Sending course-related activities
Hubspot integration
### Creating contacts in HubSpot When the MeltingSpot - HubSpot integration is active, you can activate the contact creation option in the `HubSpot` tab of the `Integrations` page in the Spot settings. {% hint style="info" %} By default, this option is disabled. {% endhint %} When enabled : * When a new member is created in the Spot (regardless of its status), MeltingSpot checks whether it has an associated contact in HubSpot (based on the corresponding e-mail address). If it doesn't, a contact is created in HubSpot. * Once the contact has been created, its MeltingSpot group contact properties are populated with the member's information. You can disable this option at any time by clicking on the switch. When the option is deactivated, no more contacts are created in HubSpot by MeltingSpot. {% hint style="warning" %} Please note that when you activate member creation, HubSpot contacts are not created for existing members on the Spot. If you already have members on your Spot and wish to create the corresponding HubSpot contacts, we advise you to export your audience and import it into HubSpot. {% endhint %} ### Sending member activities When the MeltingSpot - HubSpot integration is active, you can use the `HubSpot` tab on the `Integrations` page in the Spot settings to activate one of the member activities options. {% hint style="info" %} By default, all categories are disabled. {% endhint %} You have several member activity categories: * Sending member activities * *Joined the Spot*: when a new member joins your Spot. * *Requested to join the Spot*: when a member requests to join your Spot (in the case of a private Spot). * *Left the Spot*: when a member leaves your Spot * Sending live activities * *Registered to a live*: when a member registers for a live event * *Attended a live*: when a member participates in a live event * *Watched a replay*: when a member watches a replay * Sending discussion activity * *Voted on a topic*: when a member votes on a topic * *Created a topic*: when a member creates a topic * Sending activities related to collections * *Opened a page*: when a member opens a page-type document * *Opened a link*: when a member opens a link document * Sending course-related activities * *Started a course*: when a member starts a course * *Completed a course*: when a member completes a course When a category is activated, * All activities in this category will be sent to HubSpot * Events will appear in a contact's activity timeline. When a category is deactivated, all activity dispatches for that category will stop. ## Deactivate integration If you wish to deactivate the integration, * Click on `Disconnect HubSpot`. * A confirmation window will appear. * Confirm to deactivate the integration. If successful, the integration will be marked as inactive, and the `Connect to HubSpot` button will reappear. This will stop all integration-related actions: * Contact creation * Editing contacts * Sending activities. ## Connection issues If a connection problem occurs (e.g., a communication failure with HubSpot), the integration will switch to `Failed` status and the integration icon will display a warning symbol. Spot admins also receive an e-mail and in-app notification. **Repair the Connection** * Go to the HubSpot integration settings and click on `Reconnect HubSpot`. * You will be prompted to re-authenticate to re-establish the connection. * If successful, the integration will return to the Active state. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.meltingspot.io/english/manage-spot/integrations/crm-integration.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.