How to use IBM App Connect with HubSpot CRM
HubSpot is a customer relationship management (CRM) platform that allows you to facilitate the integration of sales and marketing teams, drive sales enablement, increase ROI, and improve the marketing approach to generate more qualified leads.
Availability:
- App Connect Enterprise as a Service connector
Local
connector in containers (Continuous Delivery release) 12.0.9.0-r1 or
later-
Local connector in containers (Long Term Support Cycle-2 release)
Connecting to HubSpot CRM
Complete the connection fields that you see in the App Connect Designer Catalog page or flow editor. If necessary, work with your HubSpot CRM administrator to obtain these values.
The HubSpot CRM connection fields are described in the
following table.
| Authorization method | Connection field | Description | Applicability |
|---|---|---|---|
| BASIC OAUTH | Application client ID | The unique identifier of your HubSpot client application. Get the application client ID from your HubSpot Apps dashboard in your developer account. | App Connect Enterprise as a Service and App Connect in containers |
| Application client secret | The application client secret for the unique application client ID. Get the application client secret from your HubSpot Apps dashboard in your developer account. | ||
| Access token | The access token that is generated from the application client ID and client secret. | ||
| Refresh token | The refresh token that is generated from the application client ID and client secret. | ||
| API URL (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. | ||
| BEARER TOKEN | Access token | The access token generated from the private app. | App Connect Enterprise as a Service and App Connect in containers |
| OAUTH 2.0 AUTH CODE Tip: Authorize connection to HubSpot CRM by signing in to your account from the new browser
tab.
Restriction: When you use OAUTH 2.0 AUTH CODE
authorization method to connect to HubSpot CRM, you get an error
on the HubSpot CRM login page stating that You're
connecting to an unverified app. This is a known issue, and IBM is in the process of
getting the application verified with HubSpot CRM.
Restriction: Currently, you cannot use a HubSpot CRM app
developer account to create a connection using the OAUTH 2.0 AUTH CODE
method.
|
API URL (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. | App Connect Enterprise as a Service |
To obtain the connection values for Application client ID,
Application client secret, Access token, and
Refresh token (BASIC OAUTH authorization method) in
HubSpot CRM and to connect to App Connect, complete the following steps:
- Log in to the Hub Spot CRM account.
- On your developer account page, click Apps in the navigation bar.
- Click Create app.
- Click the Auth tab to view your client ID and client secret.
- Complete the necessary information and configure the scopes for your app.
- Copy the client ID and client secret values and save them somewhere safe.Tip: For more information about creating an application and obtaining client ID and client secret, see Public apps on the HubSpot API Docs page.
- To generate an Access token and Refresh token, see Working with OAuth on the HubSpot API Docs page.
To generate the connection value for Access token (BEARER
TOKEN authorization method) in HubSpot CRM, complete
the following steps:
Important: You must be a super admin to access private apps in your HubSpot
account.
- Log in to the HubSpot CRM account.
- Go to .
- Click Create private app.
- Complete the necessary information and configure the scopes for your app.
- Click Create app.
- Review the information about your application's access token, and then click Continue creating.
- On the Details tab, copy the Access token value and save it somewhere
safe.Tip: For more information about generating an access token, see Private apps on the HubSpot API Docs page.
To connect to a HubSpot CRM endpoint from the App Connect Designer Catalog page for the first time, expand HubSpot CRM, then click Connect. For more information, see Managing accounts.
General considerations
Before you use App Connect Designer with HubSpot CRM, take note of the following considerations:
- (General consideration) You can see lists of the trigger events and
actions that are available on the Catalog page of the App Connect Designer.
For some applications, the events and actions in the catalog depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.
- (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.
Events and actions
HubSpot CRM events
These events are for changes in this application that trigger a flow to start completing the actions in the flow.
Note: Events are not available for changes in this application. You can trigger a flow in
other ways, such as at a scheduled interval or at specific dates and times.
HubSpot CRM actions
Your flow completes these actions on this application.
| Object | Action | Description |
|---|---|---|
| Companies | Retrieve all companies | Retrieves the list of companies |
| Retrieve associations with a company | Retrieves the associations for a company | |
| Retrieve companies by filters | Retrieves the list of companies by using filters | |
| Create association with a company | Creates an association with a company | |
| Create company | Adds a company | |
| Create multiple companies | Adds multiple companies | |
| Delete association with a company | Deletes the association with a company | |
| Delete company | Deletes a company | |
| Delete multiple companies | Deletes multiple companies | |
| Retrieve company by ID | Retrieves company by using ID | |
| Retrieve multiple companies | Retrieves multiple companies | |
| Update company | Updates the company information | |
| Update multiple companies | Updates the information of multiple companies | |
| Contacts | Retrieve all contacts | Retrieves all the contacts |
| Retrieve associations with a contact | Retrieves the associations for a contact | |
| Retrieve contacts by filters | Retrieves the contacts by using filters | |
| Create association with a contact | Creates an association with a contact | |
| Create contact | Creates a contact | |
| Create multiple contacts | Creates multiple contacts | |
| Delete association with a contact | Deletes the association with a contact | |
| Delete contact | Deletes a contact | |
| Delete multiple contacts | Deletes multiple contacts | |
| Retrieve contact by ID | Retrieves the contact by using ID | |
| Retrieve multiple contacts | Retrieves multiple contacts | |
| Update contact | Updates the contact information | |
| Update multiple contacts | Updates the information of multiple contacts | |
| Deals | Retrieve all deals | Retrieves all the deals |
| Retrieve associations with a deal | Retrieves the associations for a deal | |
| Retrieve deals by filters | Retrieves the deals by using filters | |
| Create association with a deal | Creates an association with a deal | |
| Create deal | Creates a deal | |
| Create multiple deals | Creates multiple deals | |
| Delete association with a deal | Deletes the association with a deal | |
| Delete deal | Deletes a deal | |
| Delete multiple deals | Deletes multiple deals | |
| Retrieve deals by ID | Retrieves the deals by using ID | |
| Retrieve multiple deals | Retrieves multiple deals | |
| Update deal | Updates the deal information | |
| Update multiple deals | Updates the information of multiple deals | |
| Line items | Retrieve all line items | Retrieves all line items |
| Retrieve line item associated with a deal | Retrieves the line item that is associated with a deal | |
| Retrieve line item by filters | Retrieves the line item by using filters | |
| Add line item to a deal | Adds a line item to a deal | |
| Create line item | Creates a line item | |
| Create multiple line items | Creates multiple line items | |
| Delete association with a line item | Deletes the association with a line item | |
| Delete line item | Deletes a line item | |
| Delete multiple line items | Deletes multiple line items | |
| Retrieve line item by ID | Retrieves a line item by using ID | |
| Retrieve multiple line items | Retrieves multiple line items | |
| Update line item | Updates the line item information | |
| Update multiple line items | Updates the information of multiple line items | |
| Owners | Retrieve all owners | Retrieves all the owners |
| Products | Retrieve all products | Retrieves all the products |
| Retrieve products by filters | Retrieves the products by using filters | |
| Create multiple products | Creates multiple products | |
| Create product | Creates a product | |
| Delete multiple products | Deletes multiple products | |
| Delete product | Deletes a product | |
| Retrieve multiple products | Retrieves multiple products | |
| Retrieve product by ID | Retrieves the product by using ID | |
| Update multiple products | Updates the information of multiple products | |
| Update product | Updates the product information |
Examples
Use templates to quickly create flows for HubSpot CRM
Learn how to use App Connect templates to quickly create flows that complete actions on HubSpot CRM. For example, open the Templates gallery, and then search for HubSpot CRM.
Use IBM® App Connect to build flows that integrate with HubSpot CRM.
Read the blog in the IBM Community to learn how to create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company. Click Read the blog to go to the blog.