Coral Bridge Documentation

How to automate the creation of Contacts and Deals in HubSpot CRM from any WordPress website. Purchase Coral Bridge and get started today.

On This Page

• Installation & Connecting to HubSpot
• Create Feeds
  • HubSpot Contacts
  • HubSpot Deals
• Send Feeds
  • Entry Notes

Installation & Connecting to HubSpot

Coral Bridge is a WordPress plugin, and purchases unlock access to a .zip file download.

1. Upload & activate the plugin

   First, login to the WordPress administrative dashboard.

   1. Upload the .zip file at Plugins → Add New Plugin → Upload Plugin, or unzip the compressed plugin file and upload the coralbridge directory to the wp-content/plugins folder.
   2. Activate Coral Bridge in the Plugins list.
   3. Activate Gravity Forms, and visit Forms → Settings → Coral Bridge.

2. Copy license key and activate the site

   • Visit the Membership Account page at breakfastco.xyz/membership-account and copy the License Key.
   • Visit Settings → Coral Bridge in the WordPress administrative dashboard and paste the license key.
   • Press the Save Changes button.

3. Create & load HubSpot credentials

   1. Login to hubspot.com.
   2. Copy the Portal ID below the company name in the global toolbar menu (or on this page) into the matching field on the settings page opened in step 1c.
   3. Create a Legacy App in HubSpot at Settings → Integrations → Legacy Apps. Obtain an Access token with these scopes:
      • crm.objects.contacts.read
      • crm.objects.contacts.write
      • crm.objects.deals.read
      • crm.objects.deals.write
      • crm.objects.owners.read
      • files
      • tickets
   4. Copy the Access Token to the matching box on the settings page opened in step 1c.
   5. Press the Save Settings button to validate and save the credentials.

Create Feeds

HubSpot Contacts Feed

Creates or updates HubSpot CRM Contacts when forms are submitted.

1. Login to the WordPress administrative dashboard.
2. Visit the Forms menu and choose a form to integrate with HubSpot CRM.
3. Visit the form’s Settings → HubSpot Contacts menu in the row action links on the forms list, or edit the form and choose Settings → HubSpot Contacts.
4. Press the Add New button to create a new feed.
5. Choose a name for the feed like “HubSpot Contacts Feed 1”.
6. Map form fields to HubSpot Contact fields for Email, First Name, Last Name, Phone, Street Address, City, State/Region, Postal Code, Country/Region, and Contact Owner.
7. Map form fields to any other Contact property using the Contact Properties field map. This list contains every Contact property like Additional email addresses, Pipeline, and WhatsApp Phone Number.
8. To prevent Contacts from being created based on a user choice on the form, Enable Condition in the Conditional Logic section to define when the feed should run or not run.
9. Press the Save Settings button to validate and save the feed.

HubSpot Deals Feed

Creates or updates HubSpot CRM Deals when forms are submitted. Associates new deals with contacts by email address. Creates contacts if email address is not found.

1. Login to the WordPress administrative dashboard.
2. Visit the Forms menu and choose a form to integrate with HubSpot CRM.
3. Visit the form’s Settings → HubSpot Deals menu in the row action links on the forms list, or edit the form and choose Settings → HubSpot Deals.
4. Press the Add New button to create a new feed.
5. Choose a name for the feed like “HubSpot Deals Feed 1”.
6. Map form fields to HubSpot Contact fields for Email, First Name, Last Name, Phone, Street Address, City, State/Region, Postal Code, and Country/Region.
7. Map form fields to HubSpot Deal fields for Deal Name, Pipeline, Deal Stage, and Deal Owner.
8. Map form fields to any other Deal property using the Deal Properties field map. This list contains every Deal property like Amount, Priority, and Deal Status.
9. To prevent Deals from being created based on a user choice on the form, Enable Condition in the Conditional Logic section to define when the feed should run or not run.
10. Press the Save Settings button to validate and save the feed.

Required Deal Properties

Here’s what HubSpot has to say about required deal properties:

When creating a new deal, you should include the following properties in the request: dealname, dealstage, and if you have multiple pipelines, pipeline. If a pipeline isn’t specified, the default pipeline will be used.

https://knowledge.hubspot.com/properties/hubspots-default-deal-properties

Coral Bridge validates data mappings to ensure deal creation is successful.

Send Feeds

Entry Notes

When a Coral Bridge feed runs, a note is saved with the form entry confirming the corresponding change made in HubSpot.