Which plans are supported?
We support all plans offered: Free, Starter, Professional and Enterprise.
For high volume teams or those with multiple HubSpot integrations, we suggest the Professional or Enterprise plan (or the API Add-on) because these offer increased API limits.
How does Jiminny access Hubspot?
Jiminny uses the Hubspot REST API for accessing your data. The first user to sign up to Jiminny authenticates via OAuth 2 when onboarding. This must be the HubSpot admin with full permissions.
We use their account to provide a back-link for metadata and object synchronization. This is because accessing the metadata requires additional permissions that your users generally won't have.
When users log activity, we match them by their HubSpot and Jiminny email addresses. The two email address must match. You'll see the record creator as the HubSpot admin, but the owner as the correct user.
As you may know, HubSpot impose per-user API limits.
Jiminny is designed to use as few of these resources as possible. We understand your API limits are finite and use caching and a shadow copy of some data to help reduce our footprint. You can expect around 500 API calls per day per user, but it really varies depending on how much activity is placed or scheduled through the platform.
What type of information is sent to HubSpot?
Jiminny creates Engagements of all types, depending on the activity. Optionally, Deal Stages can be updated as part of the activity log workflows.
Where is that information synced in HubSpot?
The records are stored on Companies, Contacts, or Deals depending on who is related to the activity and how it is logged.
How are records matched between the systems?
Depending on the type of activity, the records are matched based on email address or automatically linked via the Chrome Extension if using click-to-dial. Some examples follow:
Scheduling a Meeting
When you schedule a conference in your Calendar, Jiminny will automatically check each attendee against your HubSpot account with the email address in the invite.
If you start an ad-hoc conference, when each participant joins they will be automatically checked against your HubSpot account with their provided email address. HubSpot does not support look-up by phone number.
Calling or Texting a Customer
Unlike a native integration, Jiminny operates with a Chrome Extension that embeds into the page. Where possible, the extension passes the record identifier to Jiminny to automatically set the customer.