Where to configure HubSpot contact parameters

To send HubSpot information about customer account numbers and account statuses - you must create the appropriate parameters in HubSpot itself. Go to HubSpot > Settings > Objects > Contacts > Manage contact properties.

Click on on the button Create property

Account number

Let's create an Account number parameter first. Fill in the fields with the relevant data:

• Group: Contact information
• Label: account_number
• Description: VoIPcloud customer account number

When all done click Next

• Field type: Single-line text

When all done click Create

Account Status

Then do the same, but only for the Account Status parameter:

• Group: Contact information
• Label: account_status
• Description: VoIPcloud customer account status

When all done click Next

• Field type: Single-line text

When all done click Create

Verification Status

Then do the same, but only for the VerificationStatus parameter:

• Group: Contact information
• Label: verification_status
• Description: VoIPcloud customer verification status

When all done click Next

• Field type: Single-line text

When all done click Create

Adding new parameters to the contact information view

Go to HubSpot > Settings > Objects > Contacts > Manage contact properties > Record Customisation > Choose properties for default sidebar > Edit.

In the search field enter account_ and add three just created parameters and click Save.

These parameters will now appear in the customer view summary.