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Wazo plugin Hubspot

Info

This plugin gets contacts from Hubspot thanks to its API.

Highly based on wazo-dird-plugin-backend-odoo by alexis-via and sboily (https://github.com/sboily/wazo-dird-plugin-backend-odoo).

Works only with Wazo >= 20.11

Roadmap

  • CRM integration in dird (search, lookup, favorites)
    • Parse phone numbers based on contact / company country (local-based numbers entries)
    • Cache results to optimize API quota usage

A move from private app to marketplace app will be needed for these features and Calling Extension SDK:

  • CTI from CRM interface
  • WebRTC integration in CRM interface
  • Call events in object timeline
  • Call records in object timeline

More about Hubspot's Calling Extension SDK: https://github.com/HubSpot/calling-extensions-sdk

How to install

⚠️ hubspot-api-client 7.4.0 needs to be installed beforehand, you can use pip. Maybe in the future, we will be able to install it automatically.

⚠️ Be careful to precise "main" branch as wazo-plugind use "master" by default.

Interface

Go to Wazo UI on plugins link. In git tab add:

https://github.com/ecole-hexagone/wazo-plugin-hubspot

Then click to install the plugin.

API

Use wazo-plugind's API endpoint:

https://<YOUR_WAZO_IP>/api/plugind/0.2/plugins

POST body:

{
    "method": "git",
    "options": {
        "url": "https://github.com/ecole-hexagone/wazo-plugin-hubspot",
        "ref": "main"
    }
}

CLI (not tested yet, but seems to miss a way to pass ref arg)

apt-get install wazo-plugind-cli
wazo-plugind-cli -c "install git https://github.com/ecole-hexagone/wazo-plugin-hubspot"

How to configure

Use API or Wazo-platform UI and set the private app access token.

How to obtain a private app access token

Create a private app in your Hubspot account with at least crm.object.contacts.read and crm.object.companies.read.
Use the access token generated then.

More documentation on private app: https://developers.hubspot.com/docs/api/private-apps

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