HubSpot + Magento Integration Instructions






Compatibility:
Magento Community Edition
1.4.x, 1.5.x, 1.6.x, 1.7.x, 1.8.x, 1.9.x, 2.x, 2.1, 2.2, 2.3
Magento Enterprise Edition
1.10.x, 1.11.x, 1.12.x, 1.13.x, 1.14, 2.x, 2.1, 2.2, 2.3


What you will need:
  1. Magento Admin username and password
  2. Magento Admin role needs to allow access to System Configuration (Admin role is fine)
  3. HubSpot Credentials

Installation of the Magento Extension:
  1. Navigate to the HubSpot Integration Extension
  2. Select the Platform (Community or Enterprise)
  3. Click the Install Now button
  4. Select Your Magento Connect Channel
    1. Magento Connect Channel 1.0
      1. Community Edition 1.4.x and older
    2. Magento Connect Channel 2.0
      1. Community Edition 1.4.2.0 beta only
      2. Community Edition 1.5 +
      3. Enterprise Edition 1.9.0.0-RC2 +
  5. Check the box to agree to the extension license agreement.
  6. Once you select the channel and agree to the licensing agreement, click Get Extension Key.
  7. The extension key is revealed. Click Select Key to copy the key.
  8. Log into your Magento Store Admin Panel
  9. Navigate to System > Magento Connect > Magento Connect Manager
  10. Paste the extension key in Step 2 field and click Install. Magento Connect Manager verifies the extension key and gives you options to Cancel Installation or Proceed.
  11. Click Proceed. The Console Box displays the results of your install. If there are any issues, it will be displayed in this box.]
  12. Click Refresh to see this extension added to your Extensions List.

The instructions for activating the extension:
  1. Install the extension (instructions are provided above)
  2. Log into the Magento Admin
  3. Navigate to System > Cache Management
  4. Check the Config cache and submit the Refresh action
  5. Log out (this updates ACL Roles allowing access to the HubSpot resource)
  6. Login
  7. Navigate to System > Configuration > HubSpot Integration
  8. Enable HubSpot and click the Save Config button
  9. Take note of the User Key and Pass Code  
  10. You can always refresh the access keys, however, this will require updating the HubSpot App with the new values.

Instructions for configuring HubSpot App:
  1. Log into https://www.hubintegration.com/
  2. Click "Sign In With HubSpot"
  3. Enter your HubSpot portal ID
  4. Enter your Magento site URL (include the trailing slash "/")
  5. Paste in the values provided by the Magento extension for User Key and Pass Code
  6. Click Submit
  7. If you see a Subscribe Now button, click it to start your PayPal trial (free 30-day trial)
  8. Site data should begin syncing within a few hours, but depending on the size of the historical data it might take up to a day to fully sync to HubSpot.

Things to check after install:
  1. If you are using memcache or APC, you will need to refresh it in addition to the Magento Cache.
  2. Make sure you installed the extension within the right Magento install.
  3. If you are using multiple servers (separate server for admin) make sure the extension is installed for all of the servers.