HubSpot account Creation

Create Your HubSpot Account #

Step 1 — Open HubSpot #

• Visit: https://developers.hubspot.com/’

• Choose Free CRM.

Step 2 — Create Account #

 

• Enter your email and click Next.
• Verify email if asked.
• Enter First name, Last name, Industry, Company size.
• Create a password.
• Click Create account.

Step 3 — Create Your Workspace #

• Choose Start with Free Tools.
• HubSpot will load your main CRM Dashboard.

2. Create HubSpot Developer Account (for private apps) #

Step 1 — Open Developer Portal #

• Go to: https://developers.hubspot.com
• Click Sign in → Use your HubSpot account.

Step 2 — Create a Developer Account #

• Click Create developer account.
• Fill required fields.
• A new developer account dashboard will appear.

Step 3 — Create an App (if using OAuth instead of private app) #

• Go to Apps → Create App.
• Enter App Name.
• Open Auth tab.
• Add redirect URL (e.g., your site URL + callback endpoint).

• For CODShield WooCommerce integration, Private App API Keys are recommended instead of OAuth.

3. Create HubSpot Private App (to get Access Token) #

Step 1 — Open App Settings #

• In your HubSpot CRM dashboard, click Settings (⚙).
• Left menu → Integrations → Private Apps.

Step 2 — Create Private App #

• Click Create Private App.
• Enter:
• App Name: CODShield HubSpot Sync
• Description: WooCommerce → HubSpot contacts & deals sync integration.

Step 3 — Set Permissions #

• Go to Scopes/Permissions tab.
  Enable these permissions:

 CRM Contact Permissions #

• crm.objects.contacts.read
• crm.objects.contacts.write

 CRM Deals Permissions #

• crm.objects.deals.read
• crm.objects.deals.write

 CRM Schemas #

• crm.schemas.contacts.read
• crm.schemas.deals.read

(Optional) Others #

• crm.objects.custom.write (if creating custom properties)

Step 4 — Generate Access Token #

• Click Create App.
• HubSpot displays your Private App Access Token.

⚠ Copy the token. It will not be shown again!
Save it in:

• WooCommerce integration settings
• Environment file

4. Required API Endpoints for CODShield #

Below are the HubSpot REST endpoints you need.

4.1 Create Contact #

POST https://api.hubapi.com/crm/v3/objects/contacts

Body example:

{

  “properties”: {

    “email”: “test@gmail.com”,

    “firstname”: “Rahul”,

    “lastname”: “Sharma”,

    “phone”: “9876543210”

  }

}

4.2 Create Deal #

POST https://api.hubapi.com/crm/v3/objects/deals

Body example:

{

  “properties”: {

    “dealname”: “Order #1024”,

    “amount”: “1200”,

    “dealstage”: “appointmentscheduled”,

    “pipeline”: “default”

  }

}

4.3 Associate Contact with Deal #

PUT https://api.hubapi.com/crm/v3/objects/deals/{dealId}/associations/contacts/{contactId}/deal_to_contact

5. Connecting CODShield with HubSpot #

Inside your WooCommerce plugin settings:

• Go to CODShield AI.
• Select CRM Sync => Hubspot settings tab.

• Enter:
• Access Token
• Optionally: Pipeline ID, Deal Stage
• Click Save Settings.

Test Connection #

Use the Test API Connection button (if available)
— It calls /crm/v3/properties/contacts to confirm access.

6. How Sync Will Work in CODShield #

On New Order: #

• Create/update contact in HubSpot.
• Create deals.
• Attach order fields as deal properties.
• Associate contact → deal.

On Status Updates: #

CODShield can optionally:

• Update deal stage
• Update deal value
• Add timeline notes