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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
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.