HubSpot

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Object mapping

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Integration configuration

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oAuth connection

To fully integrate Lago with HubSpot, start by connecting your Lago instance to a new HubSpot connection. You can have an unlimited number of HubSpot connections. First, link your HubSpot account to Lago. Once connected, activate the specific syncs and actions required for your use case. This ensures that your Lago instance is properly configured to communicate with HubSpot, enabling seamless data synchronization and management.

1. In Lago, navigate to Integrations > HubSpot;
2. Create a new HubSpot connection;
3. Assign a unique name and code to the connection;
4. Select the default targeted object for Lago customers between HubSpot Contacts or Companies; and
5. Use OAuth2 to grant access to the desired HubSpot account.

There you go, Lago is fully connected to HubSpot!

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List of scopes

Here’s a list of scopes you grant to Lago when connecting your HubSpot instance: oauth, crm.objects.companies.read, crm.objects.companies.write, crm.objects.custom.read, crm.objects.custom.write, crm.schemas.companies.read, crm.schemas.companies.write, crm.schemas.custom.read, crm.objects.contacts.read, crm.objects.contacts.write, crm.schemas.contacts.read, crm.schemas.contacts.write and crm.schemas.custom.write.

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Custom properties deployment

By connecting HubSpot to Lago, custom properties are automatically added to both your HubSpot Companies and Contacts (native objects). These fields are used to sync customer data between HubSpot and Lago.

• lago_customer_id: internal id of a Lago customer (unique);
• lago_customer_external_id: your customer’s external id in Lago;
• lago_billing_email: your customer’s billing email in Lago;
• lago_tax_identification_number: your customer’s tax identification number in Lago; and
• lago_customer_link: the URL path to the related Lago customer.

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Custom objects deployment

By connecting HubSpot to Lago, 2 custom objects are automatically deployed to your HubSpot instance: LagoSubscriptions and LagoInvoices.

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LagoSubscriptions

Here is the list of properties deployed with the LagoSubscriptions custom object:

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LagoInvoices

Here is the list of properties deployed with the LagoInvoices custom object:

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Sync data from Lago to HubSpot

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Sync customers to HubSpot

When you create or update a customer in Lago, the information is synced in real time to your HubSpot account. Please note the following:

• If customer.customer_type in Lago is company, the data is synced as a HubSpot Company record.
• If customer.customer_type in Lago is individual, the data is synced as a HubSpot Contact record.
• If customer.customer_type is undefined, the data is synced using the default Customer Object set at the connection level.

You can instruct Lago to automatically create a new Company or Contact in your HubSpot account, or link an existing one by pasting a HubSpot ID into the corresponding Lago customer record.

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Sync subscriptions to HubSpot

Whenever a Lago customer is linked to a HubSpot Contact or Company, Lago Subscriptions are automatically synced in real-time with the LagoSubscriptions object in HubSpot. The subscription record is then automatically associated with the corresponding Contact or Company in HubSpot.

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Sync invoices to HubSpot

Whenever a Lago customer is linked to a HubSpot Contact or Company, Lago Invoices are automatically synced in real-time with the LagoInvoices object in HubSpot. The invoice record is then automatically associated with the corresponding Contact or Company in HubSpot.