Adding a Hubspot account
Editors can add existing Hubspot accounts to Brightspot. Once an account is added, editors may configure the Hubspot integration to import forms. When adding a Hubspot account, editors additionally may configure import settings.
To add a Hubspot account:
- Click > Admin > Sites & Settings.
- In the Sites widget, select the site for which you want to configure this setting, or select Global to configure this setting for all sites.
- From the Integrations tab, expand the Hubspot cluster.
- Under Accounts, click Add Item, and then from the list, select Create New.
- Using the following table as a reference, complete the fields as needed.
- Click Save.
Field | Description |
Internal Name | Enter an internal name for this asset. Brightspot uses this name internally, such as in the search panel and recent activity widget. This name is not visible to visitors to your site. |
Access Token | Enter an access token for this account. This token can be generated in your Hubspot account settings in Hubspot at Settings > Integrations > Private Apps. |
Import cluster | |
Import Enabled | Toggle on to automatically import forms from Hubspot to Brightspot. |
Full Import Enabled | Toggle on to cause the import task to ingest all forms, not only the forms modified since the last run. |
Include Popup Forms | Toggle on to cause pop-up forms to be imported in addition to embedded and standalone forms. This setting includes the pop-up, dropdown, and slide form types. |
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