HubSpot CRM policy

A HubSpot CRM policy contains the connection details that are used by a HubSpot CRM Request node when you connect it to HubSpot CRM.

You can use a HubSpot CRM Request node in a message flow to connect IBM® App Connect Enterprise to HubSpot CRM and issue requests to perform actions on objects such as contacts, deals, line items, owners, and products. The HubSpot CRM policy controls, at run time, access to the HubSpot CRM application.

The HubSpot CRM policy is created when you configure a connection between a HubSpot CRM Request node and HubSpot CRM by using the Connector Discovery wizard. During the process of discovery, account credentials are stored in the vault and connection details are stored in a policy. The policy is created with a type of HubSpot CRM, and the name of the policy is returned to the node and specified in the Connection tab, in the format {policyProjectName}:policyName.

You can also create, update, or delete a HubSpot CRM policy by using the Manage Discovery Connector Policies and Credentials wizard, which you can access by right-clicking the policy project in the IBM App Connect Enterprise Toolkit and then clicking New > Discovery Connector policies and credentials.

You must deploy this policy before message flows that use the policy are started. If you redeploy a HubSpot CRM policy, all message flows that are using the policy are stopped and restarted.

For more information about using HubSpot CRM policies, see Using HubSpot CRM with IBM App Connect Enterprise.

Table 1. Properties of the HubSpot CRM policy
Property Property name in .policyxml file Description of properties
HubSpot CRM Application Type applicationType This property is reserved for future use and must be set to the value online.
HubSpot CRM Application Version applicationVersion This property is reserved for future use and must be set to the value v1.
HubSpot CRM Authentication method authenticationMethod This property specifies the type of authentication that is used for the connection between IBM App Connect Enterprise and HubSpot CRM. This property is reserved for future use and must be set to BASIC or BASIC_BEARER.
Credential Name credentialName

The specified credential can be defined during connector discovery and stored in the vault. Alternatively, you can specify an existing credential that was configured by using the mqsicredentials command or the server.conf.yaml file, or loaded through an external credential provider.

API URL N/A (Optional) Specify the HubSpot CRM API server URL if you want to override the default URL. By default, the URL is set to https://api.hubapi.com.