HubSpot integration

About HubSpot

The HubSpot Marketing automation software helps you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale — all in one powerful, easy-to-use platform.

Getting started

In order to use Cashlink as a data source for your HubSpot system, you need to create a so-called private app within HubSpot. Follow the steps in the documentation to create a private app. During the setup, please add the following scopes, so that Cashlink has all the needed permissions:

Scope	Read permission	Write permission
crm.objects.deals	✅	✅
crm.objects.contacts	✅	✅
crm.schemas.deals	✅	✅
crm.schemas.contacts	✅	✅

After you have created the private app, forward the API key to your partner manager at Cashlink.

Cashlink will create contacts, deals and associations based on the data in the Cashlink system. It will also populate marketing lists based on the communication preference settings of the investors set in your white-labeled frontend. For this email integration to work, you need to create three different email subscription lists:

• Email

• Phone

• Mail

After you’ve created the lists, please share the list IDs with you partner manager, so that we can configure the connection.

Please note that there are restrictions on how many requests the private app can do in a time window (usually 100 requests per 10s and a maximum of 250,000 per day). If the rate limit is exceeded it may take longer for the data to appear in HubSpot because we need to wait until we can import all data.

Data that has been created before you’ve connected Cashlink to your HubSpot will be imported to HubSpot after you’ve set up the connection. This process may take up to 24 hour to complete.

Data import and update

Cashlink will create instances of 3 different objects in HubSpot CRM:

• Contacts

• Leads

• Associations

Some properties of these objects will be imported as custom properties and some will be default properties. Cashlink will automatically create all needed custom properties if needed.

Every time the value changes inside the Cashlink system, the data will be updated in HubSpot. Please note that data in HubSpot will be overwritten with each new update. Data changed in HubSpot will not be imported to the Cashlink system.

Contacts

In HubSpot, contacts store information about the individual people that interact with your business. Every customer that registers with your platform as an investor will be created as a contact object. Cashlink will import the following properties for these contacts:

Property name	Property type	Description
firstname	Default	First name of the investor
lastname	Default	Last name of the investor
salutation	Default	Salutation ("MS": "Frau", "MR": "Herr", "D": "Divers")
hs_language	Default	Language selected by the user. This field can be found under "preferred langauge".
street	Default	Street name and number of the residence address
zip	Default	Postal code of the residence address
city	Default	City name of the residence address
country	Default	Country name of the residence address
phone	Default	Phone number provided by the user, - if not yet provided
user_email	Custom	Email address of the user
user_id	Custom	Cashlink ID of the user
user_created_date	Custom	Date when the user has been created in Cashlink
investor_id	Custom	ID of the investor
optin_email	Custom	True / False or -
optin_mail	Custom	True / False or -
optin_phone	Custom	True / False or -
friend_referral_code	Custom	Code individual to the investor to be used by another investor to get a discount
person_company_name	Custom	Name of the company of a legal person as an investor, if natural person -
person_birthdate	Custom	Birthdate of the investor, - if not yet provided
person_occupation	Custom	Occupation of the investor, - if not yet provided
person_qualification	Custom	Qualification of the investor
bankaccount_iban	Custom	IBAN of the investors bank account, - if not yet provided
bankaccount_bic	Custom	BIC of the investors bank account, - if not yet provided
depositaccount_number	Custom	Number of the investors securities deposit account, - if not yet provided
depositaccount_bic	Custom	BIC of the investors securities deposit account, - if not yet provided
mobile_platform	Custom	Mobile platform (iOS, Android) used by the investor set up the Safekeeping App, - if not used
two_factor_auth_device_confirmed	Custom	True, if the investor has successfully set up the SafeKeeping App, False if not yet set and - if not used
tax_identification_number	Custom	German tax identification number of the investor, - if not yet provided
cashlink_managed	Custom	Always True to show that this contact object is managed by Cashlink

Contacts in HubSpot are updated if property values change. If the user changes the email address in the Cashlink system, we will create a new contact with that email address. Connected investments will remain with the old contact. If the investor makes investments after the email change, they are associated with the newly created contact.

Deals

In HubSpot, deals represent transactions with contacts or companies. If an investor starts an investment process, this is stored in HubSpot as an instance of a deal object. For deals we only create custom properties.

Property name	Property type	Description
invitation_id	Custom	ID of the invitation
investment_id	Custom	ID of the investment, if an investment is already made based on the invitation
tracking_id	Custom	Tracking ID used to create the invitation
investment_amount	Custom	Amount invested
agio	Custom	Agio for that investment
accrued_interest	Custom	Accrued interest to be paid
disagio	Custom	Disagio amount to be deducted based on the voucher applied
invitation_create_date	Custom	Creation date of the invitation
survey_submitted_at	Custom	Date and time when the investor submitted the survey
signed_date	Custom	Signed date of the investment
accepted_date	Custom	Date when the issuer accepted the investment
payment_date	Custom	Date when the payment has been marked as received by the issuer
payment_code	Custom	Payment code to be used as a reference text for the wire transfer
token_delivery_date	Custom	Date and time when the tokens have been credited to the investor's wallet
token_transaction_hash	Custom	Transaction hash of the issuance transaction on the blockchain
funnel_step	Custom	Funnel step of the invitation / investment
product_id	Custom	ID of the product
product_name	Custom	Name of the product
compliance_product_name	Custom	Product name as set up with Effecta
cancellation_date	Custom	Date of when the invitation or the investment has been cancelled
cancellation_reason	Custom	Reason for the cancellation
notional_amount	Custom	Remaining notional amount of the investment
investment_type	Custom	PRIMARY_INVESTMENT if this investment was created during the primary market, TRANSFER_INVESTMENT otherwise.
contact_email	Custom	Email address of the contact associated with this deal
is_first_process	Custom	True, if this is the first invitation / investment the investor started, False otherwise. Please note that this could be false even if there is just a single deal for the contact because we create new contacts if the email of an investor changes.
identification_id	Custom	ID of the current valid identification of the investor
identification_date	Custom	Date of the current valid identification of the investor
wallet_address	Custom	Account address of the wallet used to credit the digital securities
wallet_type	Custom	Type of the wallet used (GENERIC, TANGANY, CASHLINK, MOBILE)
exemption_order_amount	Custom	Tax exemption order amount set for this investment
exemption_order_date	Custom	Date when the exemption order amount has been set
voucher_id	Custom	ID of the voucher used for this investment
voucher_name	Custom	Name of the voucher used for this investment of the investor
voucher_code	Custom	Code of the voucher used for this investment
voucher_referrer	Custom	If the voucher used is a referral, the investor ID of the referring investor is returned here
voucher_is_referral	Custom	True if this voucher is a referral voucher, False otherwise
cashlink_sync_id	Custom	Internal ID used for technical purposes

Associations

Associations represent the relationships between objects in the HubSpot CRM. Cashlink will automatically create associations between the imported instances of the deal and contact objects. Cashlink will create a HubSpot-defined association between a deals and a contacts which will automatically create the inverse association (contact -> deal).

Subscriptions

Based on the marketing subscription list IDs you’ve provided, Cashlink will import contacts into the email, phone and postal mail lists. In the white-labeled frontend, investors can decide to receive marketing information via email, phone or postal mail.

During platform onboarding these options can also be enabled or disabled globally so that some options are not shown.

If an opt in (email, phone, postal mail) is configured globally for your platform and the investor has enabled to be sent information, the subscription status for the investor’s email address will be set to “OPT_IN” in HubSpot. If they don’t enable it or if the opt in is not enabled globally for your platform, the subscription status will get the value “NOT_OPTED”.

Please note that we never set the “OPT_OUT” value for an email, even if investors remove their consent in the white-labeled frontend. This “OPT_OUT” value indicates that they never (also in the future) want to receive communication. Investors can do that by clicking on the unsubscribe button sent with the email from HubSpot. Such opt outs cannot be undone.

GDPR deletion requests

If a deletion request is processed via the Cashlink system, we will automatically delete all contacts as well as deals and associations connected to that contact.

Please note that any other objects that you’ve created based on the imported data need to be deleted in HubSpot.