End-to-End Guide: HubSpot Integration with Testlify

1.   Log into https://app.testlify.com/

2.   Navigate to Workspace Settings

3.   Click on Integrations

4.   Click on Hubspot to integrate

5.   After clicking Hubspot you will be redirected to this page for integration

6.   For “Access Token” login to https://app-ap1.hubspot.com/login

7.   After successful Login click on CRM Development.

8.   Select “Private apps” then click on “Testlify-staging”

9.   Click on “Show token”

10.   After clicking “Show token” click on “Copy”

11.   Go to Hubspot integration and paste the copied access token into the access token field

12.   Go to Hubspot account https://app-ap1.hubspot.com/ then select “CRM”

13.   After selecting “CRM” click on “Applications”

14.   After clicking “Applications” you will find the Application ID in the URL

15.   Go to Hubspot integration and paste the copied Application ID into the Application id field

16.   Go to Hubspot account then select “CRM” and click on “Assessments”

17.   After clicking “Assessments” you will find the Assessment ID in the URL

18.   Go to Hubspot integration and paste the copied Assessment ID into the Assessment id field

19.   Go to Hubspot account then select “CRM” and click on “Job Orders”

20.   After clicking “Job Orders” you will find the Order ID in the URL

21.   Go to Hubspot integration and paste the copied Order ID into the Order id field

22.   In Hubspot integration page copy the “Subscription Url”

23.   After copying the “Subscription Url” go to Hubspot account Click on CRM Development -> Private Apps

24.   Click on Testlify created private app For Example here it is “Testlify-Staging”.

25.   Click on Webhooks tab -> Edit app -> Webhooks -> Paste copied “Subscription Url” into the “Target URL” field -> Commit changes

26.   Go to Hubspot integration page click Save -> Continue

27.   Go to  https://app.testlify.com/ -> Create Assessment -> Settings -> Integration -> Click on Link

28.   Link integration -> select Hubspot in ATS -> Select Job profile -> Invitation stage -> Click on Link  -> Save

29.   Go to Hubspot account CRM -> Applications -> Create application

30.   Fill in the contact details -> Contacts -> Add

31.   Go to CRM -> Applications -> All Records -> Click on recently create contact -> Add Assessment -> Job Orders -> Add Existing

32.   In the "Add existing" checkbox, select the same Job Profile (e.g., "Welder") that was used during assessment-level integration in Testlify.

33.  Go to CRM → Applications → Move the applicant (e.g., “Ankit Testlify”) from “NEW APPLICATION” to the same stage (e.g., “INTERVIEW SCHEDULED”) that was configured during assessment-level integration in Testlify.

34.  Once the application is moved to the "Interview Scheduled" stage, the candidate will automatically receive an invite via email and will also appear on the Testlify assessment detail page.

35.   After finishing the assessment, the score will be updated after 8-10 minutes in Hubspot. Go to CRM -> Applications -> Select applicant -> Select assessment

This completes the end-to-end help guide. For any further assistance, please reach out to our support team.