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How to connect HubSpot

To send contacts from this tool directly into HubSpot, you need a Private App Token. This takes about 5 minutes to set up and you only do it once.

Step-by-step: Create your HubSpot token

Log in to your HubSpot account at app.hubspot.com
Click the ⚙ Settings icon in the top right corner
In the left sidebar, click Integrations, then Private Apps
Click the orange button Create a private app
Give it a name, for example: Prospection Tool
Go to the Scopes tab
Search for contacts and tick both:
crm.objects.contacts.read and crm.objects.contacts.write
Click Create app in the top right
A popup shows your token — it looks like:
pat-eu1-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
Copy that token. It is only shown once. Save it somewhere safe (password manager, notes app).
Come back here, click ⚙ HubSpot in the top right header, paste your token and click Save.

⚠ If you lose your token, just create a new Private App in HubSpot and repeat step 9 onwards. Your existing contacts in HubSpot are not affected.

How to send a contact to HubSpot

Make sure your token is saved (see above)
Find the contact in the table
Click the HS button on their row
A window opens showing their name and email. Click Send
If successful, you'll see a green confirmation. The contact is now in your HubSpot CRM with the lifecycle stage Lead
If it fails, the error message will tell you why — usually an invalid token or an email already existing in HubSpot

💡 Only send contacts who have shown genuine interest — those with status "Échange en cours", "Intéressé(e)" or "Partenariat actif". No need to import cold contacts into your CRM.

About your data & storage

Green badge "Serveur ✓" — your data is saved on your server in a file called partners_data.json. It persists across all browsers, devices and sessions permanently until you delete it yourself.

Yellow badge "Local ⚠" — your data is saved in this browser only (localStorage). It survives closing the tab and restarting your computer, but it won't be visible on another browser or device. Upload api.php to your server to switch to server mode.

Files on your server — upload these three files in the same folder on prospection.solangekiema.com:

index.html — client prospecting (Webdesign + Webinaire)
partners.html — this partner tracking page
api.php — the shared save engine (creates prospection_data.json and partners_data.json automatically)

Follow-up timing summary

🎨 Webdesign partners (France)

First message sent
→ Relance 1 after 4 days
→ Relance 2 after 7 days
→ Relance 3 after 14 days
→ Close notification after 7 days

🎯 Burnout partners (Anglo-Saxon)

First message sent
→ Relance 1 after 2 days
→ Relance 2 after 2 days
→ Relance 3 after 2 days
→ Relance 4 after 2 days
→ Close notification after 7 days