HubSpot CRM

The HubSpot CRM modules enable you to monitor events, records, contacts, engagements, files, and form submissions or create, retrieve, update, and delete records, contacts, engagements, events, or files in your HubSpot CRM account.

To get started with HubSpot CRM, you need the following:

The following video shows a step-by-step to connect HubSpot CRM app:

For a complete list of available endpoints, refer to the HubSpot API Documentation.

Connect HubSpot CRM to {{Make}} using your Account Credentials

To connect your HubSpot CRM account to {{Make}}:

  1. Log in to your {{Make}} account, and add a module from the HubSpot CRM app into a {{Make}} scenario.

  2. Click Add next to the Connection field.

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  3. Optional: In the Connection field, enter a name for the connection and click Save.

  4. Select the account with which you want to connect.

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  5. Confirm access by clicking Connect app.

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You have successfully connected HubSpot CRM with the {{Make}} and can now build the scenarios.

Connect HubSpot CRM with {{Make}} using OAuth credentials
[Note] Note

Creating a custom application, obtaining a developer API key, and a user ID is optional and only required for features like custom watch notifications.

To connect HubSpot CRM with the {{Make}} with the OAuth credentials:

  1. Log in or create a HubSpot Developer account.

  2. Create a custom app, and from the OAuth Settings screen, copy the Client ID and Client Secret values to a safe place. See Create a custom application.

  3. Retrieve the User ID and Developer API Key and copy them to a safe place. See Obtaining the Developer API Key and User ID.

  4. Log in to your {{Make}} account, and add a module from the HubSpot CRM app into a {{Make}} scenario.

  5. Click Add next to the Connection field and then click Show Advanced Settings.

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  6. In the User ID and HubSpot Developer API Key fields, enter the details you have copied in Step 3.

  7. In the Client ID and Client Secret fields, enter the details copied in Step 2 and click Save.

You have successfully connected HubSpot CRM with the {{Make}} and can now build the scenarios.

Creating a Custom Application

To create a custom application:

  1. Log in to your HubSpot developer account.

  2. Click Create an App option from the home page if you do not have already created apps.

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  3. In the App Info tab, enter the following details and click Save.

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    Public app name

    Enter (map) the app name.

    App logo

    Click the Upload button to add an image for the image.

    Description

    Enter the app details.

  4. In the Auth tab, enter the following details.

    Install URL (OAuth)

    Leave this field blank.

    Redirect URLs

    Enter https://www.integromat.com/oauth/cb/hubspotcrm

    Scopes

    Do not select any scopes. Leave this section as is.

  5. Click Create App.

  6. Copy the Client ID and Client Secret values to a safe place.

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You have successfully retrieved the client credentials.

Obtaining the Developer API Key and User ID
  1. Log in to your HubSpot developer account.

  2. Click Manage Apps.

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  3. Click Get HubSpot API Key.

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  4. Copy the User ID to a safe place. Click Show key to display your HubSpot API Key.

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Build HubSpot CRM Scenarios

Once you connect the HubSpot app with {{Make}}, you can perform the following actions:

  • Watch CRM Objects

    Triggers when a CRM object is created/updated. To watch products or line items, use a special connection with a required custom scope, e-commerce.

  • Search for CRM Objects

    Searches for CRM objects (contacts, companies, deals, products, tickets, line items) by custom properties or by query. To search for products or line items, use a special connection with a required custom scope, e-commerce.

  • Get a Record Property

    Gets metadata for a specific record property by its (internal) name.

  • Create a Custom Object Record

    Creates a custom object with the given properties and returns a copy of the object, including the ID.

  • Get a Custom Object Record

    Returns information about a specific custom object.

  • Update a Custom Object Record

    Updates custom object's properties by its ID. Returns updated properties in the response.

  • Delete a Custom Object Record

    Moves a custom object to the recycling bin.

  • Watch Contacts Added to a List

    Triggers when a new contact is added to a list (only for users with the paid Marketing account).

  • Watch Contacts

    Triggers when a new contact is created.

  • Add Contacts to a List

    Adds contact records that have already been created in the system to a contact list.

  • Remove a Contact from a List

    Removes a contact from a contact list.

  • New Events

    Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

  • Create a Contact

    Creates a contact with the given properties and returns a copy of the object, including the ID.

  • Update a Contact

    Updates contact's properties by their ID. Returns updated properties in the response.

  • Get a Contact

    Returs information about a specific contact.

  • Search for Contacts

    Retrieves a list of contacts using the search query.

  • Merge Contacts

    Merges contacts.

  • Delete a Contact

    Moves a contact to the recycling bin.

  • Watch Deals

    Triggers when a new deal is created.

  • Create a Deal

    Creates a deal with the given properties and returns a copy of the object including the ID.

  • Update a Deal

    Updates a specific deal by its ID. Returns updated properties in the response.

  • Get a Deal

    Returns information about a specific deal.

  • List Deal/Ticket Pipelines

    Returns all deal/ticket pipelines for a given portal.

  • Search for Deals

    Lists deals based on the provided filters or a search query.

  • Delete a Deal

    Moves a deal to the recycling bin.

  • Watch Companies

    Triggers when a new company is created.

  • Create a Company

    Creates a company with the given properties and returns a copy of the object including the ID.

  • Update a Company

    Updates company's properties by its ID. Returns updated properties in the response.

  • Get a Company

    Returns information about a specific company.

  • Search for Companies

    Lists companies based on the provided filters or a search query.

  • Delete a Company

    Moves a company to the recycling bin.

  • Watch Engagements

    Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Create an Engagement

    Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

  • Delete an Engagement

    Deletes an engagement (a task or activity) on an object in HubSpot.

  • Watch Notifications

    For details, see this section.

  • Create a Timeline Event

    Create or updates a timeline event. This module can be used only with a developer connection where your user identifier, your HubSport API Key, your Client ID and Client Secret are filled in advanced parametes.

  • List Timeline Event Templates

    Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your HubSport API Key, your Client ID and Client Secret are filled in advanced parameters.

  • Watch Files

    Triggers when a new file is stored in file manager.

  • Create a Folder

    Creates a folder.

  • List Files

    Retrieves a list of files stored in file manager.

  • Upload a File

    Uploads a new file to the file manager.

  • Update File Properties

    Moves a file to a different folder.

  • Delete a File

    Permanently deletes a file and all related data and thumbnails from the file manager.

  • Delete a Folder

    Mark a folder as deleted.

  • Get an Owner

    Returns all of the owners that exist inside of HubSpot.

  • List Owners

    Returns all of the owners that exist inside of HubSpot.

  • Watch Tickets

    Triggers when a new ticket is created.

  • Create a Ticket

    Creates a ticket.

  • Update a Ticket

    Updates an existing ticket by its ID.

  • Get a Ticket

    Gets a specific ticket by its ID.

  • Search for Tickets

    Retrieves a list of tickets.

  • Delete a Ticket

    Deletes an existing ticket.

  • Watch Submissions for a Form

    Triggers when data is submitted from a given form.

  • Get a File Uploaded via Form

    For a given file ID, returns the file associated with that ID.

  • Add a Contact to a Workflow

    Adds a contact to a specific workflow.

  • Remove a Contact from a Workflow

    Removes a contact from a workflow.

  • Watch Subscriptions Timeline for a Portal

    Triggers when a new email timeline subscription added for the portal.

  • Subscribe Contact

    Subscribes a contact to the given subscription emails.

  • Unsubscribe a Contact

    Unsubscribes a contact from the given subscription emails.

    [Note] Note

    You cannot subscribe a contact to an email address that is already subscribed.

  • Create an Association

    Associates two CRM objects.

  • List Associations

    Returns the IDs of CRM objects associated with a given object based on the specified association type.

  • Delete an Association

    Deletes an association between two CRM objects.

  • Make an API Call

    Performs an arbitrary authorized API call to manage date in HubSport CRM.

[Note] Numeric Value Character Limit

HubSpot imposes a 18 digit character limit for numeric values and automatically truncates values that exceed the limit. For example, when you filter by a custom field with more than 18 digits, the API will automatically truncate the number to 18 digits.

Working with Watch Notifications

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your HubSpot API Key, your Client ID and Client Secret are filled in advanced parameters. You can have only one webhook URL per one developer application. You can create more subscriptions for this one webhook.

Before setting up your Watch Notifications module you need to:

Webhook Name

Enter the name of the module. For example, Contact created or updated.

Connection

Establish an OAuth connection to your HubSpot CRM account.

Application ID

Enter the App ID. It can be found in the app Auth settings in your HubSpot developer account.

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Subscriptions

Add one or more HubSpot events that will trigger the Watch Notifications module. You can create a maximum of 1000 subscriptions per application (per one Watch Notifications module).

Force to remove old subscriptions

Deletes event subscriptions that were previously created in the app. If there are old subscriptions, these subscriptions must be deleted first and then a new webhook can be created.

You can also delete event subscriptions in your Webhooks app settings in your developer account.

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Disconnecting {{Make}} with HubSpot CRM

To disconnect {{Make}} app:

  1. Log in to your HubSpot Developer account.

  2. Click App Marketplace > App Marketplace > Manage Apps.

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  3. Under the Connected apps section, in the app you want to disconnect, click Actions > Uninstall.

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The app gets disconnected successfully.