To enable the &Open platform to communicate to Hubspot, you will create a “private app” in your Hubspot settings. By setting this up and sharing the details to &Open, you will enable your gifting platform with secure API access to your Hubspot account, which will enable you to set up automations for your gifting.
Setting up a private app
To set up API access, first go to the gear icon in your top navigation bar to access Settings.
Next, go to the “Private Apps” settings page, under Integrations.
There, we're going to press “Create a private app” and then fill in the form to set it up.
We recommend the following settings:
Name: &Open Gifting Platform
Logo: You can download this image and then upload that into Hubspot
Description: Describe how you’re using the app so your teammates on Hubspot understand the intent of the app.
On the second tab “Scopes”, you will need to enable the crm.objects.contacts access, in both the “read” and “write” columns. This will let the &Open gifting platform read in details of a contact and also append data, like gifting activity so that your Hubspot account can reflect changes from your gifting activity. You don’t need to change anything on the third tab “Webhooks”. That’s it, press “Create App” to save your private app. You should see it set up now back on the “Private Apps” screen.
Click in to the app now, and open the “Auth” tab to access your API key, here referred to as an “Access token”.
Press the link to “Show token” and then copy this and send it over to your account manager in &Open. It will look something like this: pat-na1-ac97c605-ee4b-4fb6-a181-afc9b59a2b35.
We’ll verify that the access level set up is correct, and then you can begin automating your gifting reporting. You will start to see activity and engagement notes begin to appear on your Contacts automatically as you start to send gifts out to them, and you can click on the links to see all the details of the gift that was selected.
