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Scroll down to the HubSpot section and configure the portal id, API key, and the form guid.
| Field | Description |
|---|---|
Portal ID | Required credential obtained from Hubspot |
| KeyRequired credential obtained from HubSpot | Deprecated - use the OAuth 2.0 via the 'API Connection' button. |
| API Connection (Button) | Click to complete the connection to your Hubspot account. |
| Form GUID | Required credential obtained from HubSpot |
| Conv. Pipeline/Stage | The default is "dealstage = appointmentscheduled Configure the this field to override the defaulted behavior. |
| Cancel Pipeline/Stage | |
| Refund Pipeline/Stage | |
| Use Item ID for Deal Name | The default behavior is: dealname = UltraCart order ID Select this checkbox to use the ItemID for the Deal Name. |
| Opt in to _ required for __ | These settings allow you to comply with General Data Protection Regulation (GDPR). For more regarding CGPR see: General Data Protection Regulation (GDPR) *Disclaimer: This is not legal advice. The General Data Protection Regulation is complex and each merchant should obtain legal advice to discover how the regulation applies to their specific business. |
Pipelines and Stages
To find the names of your Pipelines and Stages, login to Hubspot, click Settings at the top of your screen, then click the Deals link from the left menu. Scroll down to Deal Pipelines and Stages. That section will provide you with the names of all your Pipelines and Stages.
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