# HubSpot plugin
Integrates HubSpot (opens new window) CRM with the Epona provisioning service. The plugin syncs contacts, deals, and companies from HubSpot to SharePoint.
DLL: Epona.HubSpot.dll
# What it does
- Contact sync — reads contacts from HubSpot and creates corresponding records in SharePoint.
- Deal sync — reads deals from HubSpot and maps them to matter records.
- Company sync — optionally reads company information and maps to client records.
- Field mapping — maps HubSpot properties to SharePoint fields.
# Deployment
- Copy
Epona.HubSpot.dllto the service's bin directory. - Restart the provisioning service.
- Open the Configurator, select the relevant
SharepointCfg, and configure the HubSpot section that now appears in the property grid.
# Configuration reference
# Connection settings
# Name
Type: string | Default: HubSpot
Display name for this plugin configuration.
# Disabled
Type: boolean | Default: false
Set to true to disable this configuration without removing it.
# PrivateAppToken
Type: string
HubSpot private app token for API authentication. Stored encrypted. Managed via Secrets manager.
# Scheduling
# IntervalInMinutes
Type: integer
How often the sync job runs.
# StartTime
Type: TimeSpan
Earliest time of day the job may run. Leave empty to run at any time.
# EndTime
Type: TimeSpan
Latest time of day the job may run. Leave empty to run at any time.
# Object type configuration
# ObjectType
Type: string
HubSpot object type to sync: contact, deal, or company.
# Properties
Type: string (list)
List of HubSpot properties to fetch. Use HubSpot property internal names.
# Field mapping
# MapFieldToClientCode
Type: string
HubSpot property that maps to SharePoint client code.
# MapFieldToClientName
Type: string
HubSpot property that maps to SharePoint client name.
# MapFieldToMatterCode
Type: string
HubSpot property that maps to SharePoint matter code.
# MapFieldToMatterName
Type: string
HubSpot property that maps to SharePoint matter name.
# FieldMapping
Type: string
Maps HubSpot properties to SharePoint fields. Syntax: hubspotProperty=sharepointField;.
# Filtering
# Filter
Type: string
HubSpot filter string to apply when reading objects.
# Debugging
# Debug
Type: boolean | Default: false
Enables verbose debug logging.
# Example configuration
| Property | Example value |
|---|---|
Name | HubSpot |
PrivateAppToken | pat-xxx-xxx |
ObjectType | deal |
Properties | dealname, dealstage, closedate, hubspot_owner_id, amount |
MapFieldToClientCode | associated_company |
MapFieldToMatterCode | dealid |
MapFieldToMatterName | dealname |
FieldMapping | Status=dealstage;Amount=amount;Owner=hubspot_owner_id |
IntervalInMinutes | 30 |
Debug | false |
# Related
- Configuration reference — provisioning configuration reference
- Plugins index — list of available plugins