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TKC

TKC

  • CMS: WordPress (PHP + MySQL)
  • APIs: HubSpot SDK/API
  • Plugins: ACF Pro
  • Exports: XML, PDF (TCPDF/Fpdf), Excel (PhpSpreadsheet)

The HubSpot Deals feature includes a custom post type that is boosted with ACF fields such as Year Built, Occupancy %, Unit Count and Address. On a regular basis, a cron task in WordPress fetches deal data from HubSpot and relates it to the correct WordPress posts. Once logged in, brokers can see deal pages with repeater fields for details of each unit. Multiple transactions can be saved as XML, PDFs or a complete Excel spreadsheet that includes information about each unit’s mix, monthly rent, cost per square foot and other related costs and charges. Every aspect of the front end and the printable PDF is customisable for a well-finisher presentation.

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TKC

CHALLENGES

The client required a seamless integration between their existing WordPress portal and HubSpot via the HubSpot API to automatically sync deal and property information. The system needed to allow registered brokers to log in, create custom web page designs using a pre-defined theme/template, and share these via export or unique URLs. The challenge involved ensuring that the synced HubSpot data would dynamically populate these designs while maintaining flexibility for further manipulation within WordPress through Advanced Custom Fields (ACF). Additional complexities included clarifying the business logic, aligning on the user flow, understanding the purpose of specific ACF features (such as additional row entries), and interpreting domain-specific terminology like “Asking Rents” versus “Asking Rent/SFs” to avoid misalignment in functionality and data mapping.

APPROACHES

Our approach involved implementing a robust integration between HubSpot’s REST API and the existing WordPress CMS to achieve bi-directional data synchronization for property deal management. Using secure API authentication (OAuth 2.0), we fetched HubSpot deal objects and mapped them to custom post types in WordPress, with each record linked via a unique HubSpot Record ID for reliable data integrity. We leveraged Advanced Custom Fields (ACF) to define structured, schema-compliant field groups that stored both API-synced attributes and broker-entered metadata. ACF’s Post Object Field was utilized to enable relational data mapping, allowing brokers to associate multiple deals with a single property page. The frontend utilized a pre-existing WordPress theme as a template, dynamically rendering property data through custom PHP template files and WordPress hooks, while ensuring maintainability via modular functions and reusable components. The integration supported incremental updates via webhook triggers to minimize API calls and improve performance, and custom sanitization/validation functions were implemented to maintain data quality. This architecture provided a seamless, automated workflow for brokers, ensuring that HubSpot data was accurately reflected in WordPress with minimal manual intervention.
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