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HubSpot

Connect your HubSpot portal once, and the people who connect to your allme service become HubSpot contacts that keep themselves current — first name, last name, email, phone and address, plus anything else you ask for, written straight onto the contact record. One-way, consent-first, and no code.

What you need

Setting it up

The whole thing is two connections, in this order, both started from the allus portal — Configuration → Integrations. There is nothing to create or paste yourself: the portal provisions what this step needs behind the scenes.

  1. Connect allus. Click Connect next to HubSpot. The portal creates the service, publishes what it asks your customers for (first name, last name, email, phone, address), registers its API client and its webhook — sync alerts go to your allus account's own email — and hands you on to the next step.
  2. Connect HubSpot. One button, one HubSpot consent screen, and you are back on the status page. The connection asks for contact read/write and contact-schema read/write — the schema permissions are what let it create a property for anything you ask for beyond the five above.

You can leave and come back: the setup page resumes where it left off, and re-running it never creates a second service, client or webhook.

The connection belongs to the HubSpot account, not to the person who approved it. Whoever clicks through the consent screen grants the app access to that portal; from then on the integration writes as itself, so changes show up as coming from the app rather than from a colleague. You can remove that person from HubSpot without the sync stopping. What does stop it is uninstalling the app from the portal — then the status page asks you to reconnect.
You may add more request fields later. Anything you add in the portal is picked up on the next sync and lands on the contact as its own custom property — you do not repeat the setup.

What lands where

Five fields map onto HubSpot's own contact fields. Everything else becomes a custom property named after the field, so nothing you ask for is silently dropped.

What the customer sharedWhere it lands in HubSpot
First namefirstname
Last namelastname
Emailemail
Phonephone
Addressaddress, city, state, zip, country
Anything else you requesta custom property, allme_<field>

Every synced contact also carries allme share code (allme_id) — the durable link between that person and their HubSpot record. It is what lets an update find the right contact even if the email or phone later changes, so do not edit or clear it.

Country is stored as its two-letter ISO code (NL, DE, US), which is what the customer's own address carries. House number and any addition are joined onto the street line, because HubSpot has a single street field.

How an existing contact is found

The first time someone connects, the integration looks for a contact they already have in your portal, in this order: the allme_id share code, then email, then phone. A rung only counts when it matches exactly one contact — if two contacts share that email, it does not guess, and a new contact is created instead. A duplicate you can merge is a far better outcome than one person's details written onto somebody else's record.

Phone matching needs a number in international form, starting with +. A bare national number is not matched on, because the same digits belong to a different person in every country.

Staying current

Notes are written once per event even if delivery is retried — a retry is deduplicated and never adds a second copy.

Documents and signed flows

A document your customer shares, updates, deletes, or signs, or a contract flow they complete, shows up as a note on their HubSpot contact — the same object regular update notes use, so nothing new to look for. Each note names the document (or the flow) and the date; a document also carries its kind, and a document that later changes status — signed, accepted, cancelled — gets a follow-up note saying so, including how and exactly when it was signed when that applies.

Limits worth knowing

Disconnecting

Disconnect from the status page. The webhook is deregistered first and the stored credentials are cleared; your HubSpot contacts are left untouched, including the properties already written. If the webhook cannot be deregistered nothing is cleared at all, and the page tells you so rather than leaving an endpoint behind that can no longer be verified.

Next

All CRM integrations →   How it works  ·  Client whitelisting