HubSpot

HubSpot - Kwikly

📊 Platform Overview

Platform: HubSpot CRM Client: Kwikly Purpose: Customer relationship management, contact tracking, email activity logging

🔐 Access & Credentials

Access Status: Pending Environment: TBD (Staging or Production) API Key: TBD Permissions Required: Read/write contacts, custom fields, activities

Security

Credentials stored securely. Never commit to version control.

📋 Configuration

Custom Fields (To Be Confirmed)

• last_contacted - Timestamp of last Instantly.ai email sent
• opt_out_status - Opt-out status from Instantly.ai
• Other custom fields: TBD

Contact Properties

• Standard fields: email, first name, last name, company
• Custom properties: TBD based on client requirements

API Rate Limits

• Tier: TBD
• Rate limit: TBD (check HubSpot plan)

🔗 Integrations

Connected Systems:

• Instantly.ai - Email automation (via n8n)
• n8n - Automation middleware

Integration Points:

1. Contact lookup by email
2. Update last contacted field
3. Create email activity/engagement
4. Update opt-out status
5. Webhook/polling for contact updates

📚 Documentation

HubSpot API Docs: https://developers.hubspot.com/docs/api/overview Contacts API: https://developers.hubspot.com/docs/api/crm/contacts Engagements API: https://developers.hubspot.com/docs/api/crm/engagements

🔧 Related Projects

• [Instantly-HubSpot Integration](../🚀 Projects/Instantly-HubSpot-Integration/📄 Documents/Instantly-HubSpot-Integration.md)