HubSpot

This pugin will periodically query the HubSpot application api web service for new and updated matters based on lastModifiedAt property.

Copy the dll files from the Plugins\HubSpot directory to the site provisioning directory.
Restart the service to activate the plugin.

Start the configurator and browse to CustomSettings to configure the HubSpot plugin.

Specify the Url

Specify the AccessToken

Configure the HubSpot Schedule and set Enabled to true.

Matters Endpoint
Set if the matters are created per companies or deals

TestMapping
If enabled, move the parsed json to the test directory and don't update the lastchangedatetime

Client Code
Json file property to match the sharepoint client code field.
Example: company_number
Example: company.company_number\

Client Name
Json file property to match the sharepoint client name field.
Example: name
Example: company.name\

Client Field Mapping
Optional field that maps json file client properties to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2.
Use the character "|" for "or" conditions if null.
Example: Literal_Variable=LiteralValue_{name} Example: Literal_Variable=LiteralValue_{company.name}

Matter Code
Json file property to match the sharepoint matter code field.
Example: id
Example: "literalValue"\

Matter Name
Json file property to match the sharepoint matter name field.
Example: {name} / General
Example: {company.name} / General\

Matter Field Mapping
Optional field that maps json file matter properties to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2.
Use the character "|" for "or" conditions if null.
Example: MatterStage=lifecyclestage;ResponsibleEmail=responsible.hs_email;ResponsibleName={responsible.hs_given_name} {responsible.hs_family_name}
Example: MatterType=dealtype;MatterStage=company.lifecyclestage;Responsible=responsible.hs_email\

MatterFilter
Optional. Specify one or more filters in the format =;

Post Handler - Update HubSpot

If the post handler properties are configured and enabled, after creating or updating a matter in SharePoint, it will retrieve the matter URL and set it in HubSpot as defined in the post handler configuration.

Enable Post Handler
Set this option to True to save the matter URL back to HubSpot.\

Matter Id
API property that maps the matter id.
Example: id

Matter URL Property
API property that maps the SharePoint matter url.
Example: eponadmsurl