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Connect HubSpot to Heimdell

Move a deal to Awaiting verification and Heimdell texts your customer a verification link, or rings them with an AI verification call. When they confirm, the result and the certificate ID appear on the deal in HubSpot.

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✓ Tested live on HubSpot

We ran this exact setup end to end on a real HubSpot account in October 2026. It works on every HubSpot plan, including the free CRM. No workflows or paid add-ons are needed.

This guide covers connecting with a HubSpot service key that you create and share with us securely.

How it works

  1. Your salesperson moves the deal to the Awaiting verification stage.
  2. Within about a minute, the Heimdell connector picks the deal up and reads the customer and product details.
  3. Heimdell texts the customer a secure link, or calls them with the AI verification assistant. They review the agreement and confirm, or decline.
  4. Each step is written back to the deal: PENDING, then OPENED, then COMPLETED, with the certificate ID and time.

Before you start

  • A HubSpot user who is a Super admin (or has Developer tools access), to create properties, a pipeline stage and a service key.
  • The account owner or an admin of your Heimdell account, to create the API key and webhook.
  • About 20 minutes. Heimdell finishes the connection on our side, usually the same working day.
  • Customer details kept on the contact linked to the deal: first name, last name, mobile number and address.

Setup

Do these in order. Steps 1 and 2 are in your Heimdell dashboard; steps 3 to 5 are in HubSpot.

  1. 1

    Create a Heimdell API key

    Heimdell dashboard
    1. Sign in at telecomcompliance.uk and open Integrations › API Keys.
    2. Under Create an API key, name it HubSpot. Leave expiry blank unless your policy needs one.
    3. Click Create key. The key (it starts hvcs_live_) is shown once. Copy it into your password manager straight away.
  2. 2

    Point Heimdell's results at the connector

    Heimdell dashboard
    1. Open Integrations › Webhooks.
    2. Set the endpoint URL to https://connect.telecomcompliance.uk/heimdell/<your-name>. We give you <your-name> when you ask us to set up the connector.
    3. Click Save endpoint. Heimdell shows a signing secret (it starts whsec_) once. Copy it into your password manager.
  3. 3

    Add the Heimdell fields to deals

    HubSpot
    1. In HubSpot, click the settings (gear) icon, then Data Management › Properties.
    2. Choose Deal properties, click Create property, and create the 8 properties below. Put them all in a new group called Heimdell verification and use field type Single-line text.
    3. The internal names must match exactly. HubSpot fills the internal name from the label, so check it before saving.
    Label (what your team sees)Internal name
    Heimdell verification statushvcs_verification_status
    Heimdell certificate IDhvcs_certificate_id
    Heimdell verified athvcs_completed_at
    Heimdell sale IDhvcs_sale_id
    Heimdell verification session IDhvcs_verification_session_id
    Heimdell last eventhvcs_last_event
    Heimdell last event IDhvcs_last_event_id
    Heimdell errorhvcs_error

    Optional: choose text link or AI phone call per deal. Add one more property, Heimdell verification method (internal name hvcs_method), field type Dropdown select, with two options. Click the </> icon next to each option to set its internal value:

    Option labelInternal valueCost
    Text linklink1 credit
    AI phone callphone_call5 credits

    If a deal’s method is left blank, your default (step 6) is used. These fields hold references and statuses only. No bank details or verification links are ever written to HubSpot.

  4. 4

    Add the “Awaiting verification” stage

    HubSpot
    1. Go to Settings › Data Management › Objects › Deals, open the Pipelines tab and choose your sales pipeline.
    2. Click Add stage, name it Awaiting verification, then drag it to sit before Closed won. Click Save.
    3. In the same table, note the stage’s Stage ID (a number). You’ll send it to us in step 6.

    You can use an existing stage instead. Just tell us its Stage ID.

  5. 5

    Create a HubSpot service key

    HubSpot
    1. In the left menu open More › Development, then Keys › Service keys, and click Create service key.
    2. Name it Heimdell connector. Click Add new scope and tick exactly these three:
    ScopeWhy the connector needs it
    crm.objects.deals.readFind deals in the Awaiting verification stage and read the product and price
    crm.objects.deals.writeWrite the status, certificate ID and any error back to the deal
    crm.objects.contacts.readRead the customer's name, mobile and address from the linked contact

    Click Update, then create the key. On the key’s page click Show, then Copy. It starts pat-.

    Nothing else is needed. The connector can’t see emails, files, other objects or settings.

  6. 6

    Send us the connection details

    You → Heimdell

    Tell us you’re ready and we’ll arrange a secure way to pass the keys. Never send keys by email, text or chat.

    WhatWhere it came from
    Heimdell API key (hvcs_live_...)Step 1
    Webhook signing secret (whsec_...)Step 2
    HubSpot service key (pat-...)Step 5
    Stage ID of Awaiting verificationStep 4
    Your contract terms summary and cancellation or cooling-off wordingYour sales terms. The customer reads these before confirming
    Your default method: text link or AI phone callUsed when a deal's method is blank
    Whether you collect Direct Debit details on the dealOptional. If yes, we map the four bank fields too

    We connect your account and confirm when it’s live. Your keys are stored on our server in a locked-down file that only the connector can read, never in our code or emails.

  7. 7

    Run a test

    HubSpot
    1. Make a test contact with your own mobile number and an address, and a deal for it with a name and an Amount (the monthly price).
    2. Move the deal to Awaiting verification.
    3. Within about a minute you get a text (or, with AI phone call, your phone rings). Open the link or take the call, and confirm.
    4. Refresh the deal. Under Heimdell verification you should see status COMPLETED, a certificate ID and the time verified.

Daily use

  • Make sure the deal is linked to a contact with first name, last name, mobile and address, and the deal has a name and Amount.
  • If you added the method dropdown, pick Text link or AI phone call on the deal first, or leave it blank for your default.
  • Move the deal to Awaiting verification. That’s the only action your team takes.
  • Each deal is verified once. A deal that already has a Heimdell sale ID is never sent again. For a new sale, create a new deal.
  • The Heimdell verification status property is a normal HubSpot property, so you can filter, report and build views on it.

Status values

StatusMeaning
PENDINGThe link has been sent, or the call is being placed.
OPENEDThe customer has opened the link or answered the call.
COMPLETEDThe customer confirmed. A certificate ID and time are recorded.
DECLINEDThe customer said no, or flagged something wrong. Follow up before the order goes ahead.
EXPIREDThe link ran out before the customer finished. Create a new deal to send again.

If something goes wrong

If the connector can't start a verification, it writes the reason in the Heimdell error property on the deal and leaves the deal alone.

You seeWhat to do
Missing in CRM: customer.phone (or another field)Add the missing detail to the contact or deal, then clear the Heimdell error field. The deal is picked up again within about 15 minutes.
Heimdell: out of creditsTop up credits in your Heimdell dashboard, then clear the Heimdell error field.
Heimdell rejected it (HTTP 400): ...A detail is in the wrong format, usually the mobile number or price. The message names the field. Fix it, then clear the error.
Nothing happens after a few minutesCheck the deal is in the exact stage you gave us, is linked to a contact, and its Heimdell sale ID and error are empty. If so, contact us.

Pausing, disconnecting and your data

  • To pause, stop moving deals into Awaiting verification. Nothing is sent otherwise.
  • To disconnect, delete the Heimdell connector service key in HubSpot, or revoke the HubSpot key in Heimdell (Integrations › API Keys). Either one stops the connection immediately.
  • After you disconnect, we stop reading from and writing to HubSpot. Verification records already created are kept as evidence, as set out in our privacy policy, unless you ask us to delete them. Nothing already written to your HubSpot deals is removed.

On HubSpot Data Hub Professional? We can also start verifications instantly from a HubSpot workflow instead of the one-minute check. Ask us when you set up.

Need help? See Support or email contact@telecomcompliance.uk.

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