How to create a HubSpot account

The first step is to create a HubSpot account and log in.

You can start with HubSpot’s signup page:

Create a HubSpot account

HubSpot also offers a free CRM plan that includes the basic CRM tools needed to manage contacts and messages.

Learn more about HubSpot CRM

How to create a private app and get the access token

After logging in to HubSpot, you need to create a Private App. This private app will generate the access token used by WPResidence.

1. Log in to your HubSpot account.
2. Go to Settings.
3. Open Integrations and then Private Apps.
4. Create a new private app.
5. Add an app name and description.
6. Select the scopes required for your integration.
7. Create the app and copy the generated access token.

How to connect HubSpot to WPResidence

After you copy the HubSpot access token, go to:

WPResidence Theme Options > CRM Settings

Then follow these steps:

1. Find the HubSpot API key field.
2. Paste the access token copied from HubSpot.
3. Enable the CRM integration.
4. Save the changes.

If you add the access token in Theme Options, the HubSpot integration will work for the forms controlled by the site administrator.

Which WPResidence forms are covered by the admin integration

When the administrator adds the HubSpot token in Theme Options, HubSpot can receive messages from:

• Contact page form
• Footer contact form
• Agent, agency, or developer forms if those profiles were created from wp-admin
• Property contact forms when the property is assigned to an agent, agency, or developer created from wp-admin
• Contact Form shortcode

Useful related help:

• Contact page
• Contact Form shortcode

How to test the integration with a property created from admin

One of the easiest ways to test the integration is with a property contact form.

1. Create an agent from wp-admin > Agents.
2. Edit a property and assign that agent as the responsible contact.
3. Open the property page on the front end.
4. Send a test message through the property contact form.
5. Go back to HubSpot and open the Contacts section.

The user who sent the message should appear as a new contact in HubSpot.

Inside the HubSpot contact, you should see the synced visitor details such as name, email, and phone number.

The message itself is also stored in HubSpot and linked to that contact record.

If the same email sends multiple messages, HubSpot will keep them connected to the same contact.

Useful HubSpot learning resource:

HubSpot Academy – Contact Management

How to let agents, agencies, or developers use their own HubSpot token

WPResidence also allows agents, agencies, and developers to use their own HubSpot connection instead of only the site administrator token.

To use this setup:

1. As administrator, enable the options for HubSpot CRM for Agents, Agencies, and Developers.
2. The admin token will continue to be used only for the content created and managed directly from wp-admin.
3. Each agent, agency, or developer can log in to their own account.
4. From My Profile, they can add their own HubSpot access token.

Once a user adds their own HubSpot token in their profile, messages sent from their profile forms or from properties assigned to them can be pushed to their own HubSpot account.