Add-ons and Connectors

HubSpot Lead Capture

Subscription

The HubSpot Lead Capture connects Liferay to the HubSpot CRM software. You can synchronize Liferay Objects data automatically to ensure the instant availability of every new contact, company, or lead. You can map and transform complex data to enforce naming conventions and apply field normalization.

Prerequisites

You must have a valid HubSpot Private App access token. See Legacy Private Apps to learn more.

Data Synchronization

The HubSpot Lead Capture automatically installs and prepares three core Liferay Objects for synchronization:

ObjectDescription
ContactsIndividual person records
CompaniesOrganization records
LeadsPotential business opportunities

When a user creates an entry in these Objects, an Object Action automatically syncs the data with the corresponding HubSpot entity.

Important

If a property doesn’t exist in HubSpot, the connector ignores it and synchronizes the remaining valid fields. Liferay doesn’t display an error, but HubSpot doesn’t save the value. Ensure the HubSpot internal property name matches the converted Liferay field name before enabling synchronization.

Adding New Fields

  1. Open the Global Menu (Applications Menu icon), and navigate to Control PanelObjects.

  2. Locate the Contact, Company, or Lead Object.

  3. Go to the Fields tab and click New.

  4. Enter the label using Pascal case (capitalizing the first letter of each word; e.g., PascalCase).

  5. Click Save.

Field Customization

HubSpot Lead Capture features automatic field normalization. Any Liferay Object field created automatically synchronizes to the matching HubSpot property.

Note

You can configure and add fields different from the defaults used during installation.

Automatic Normalization

HubSpot and Liferay use different naming conventions. To ensure seamless communication, create Liferay fields using Pascal case. HubSpot Lead Capture automatically converts the fields to snake case (lowercase with underscores; e.g., snake_case).

Examples

Liferay Field NameHubSpot Property
HsLeadLabelhs_lead_label
PhoneNumberphone_number
IndustryTypeindustry_type
AnnualRevenueannual_revenue