HubSpot CRM

HubSpot CRM is a CRM platform which allows you to keep track of leads and customers at different stages in their journey. This document describes how to connect IBM watsonx Orchestrate to HubSpot CRM and use its skills on watsonx Orchestrate.

Connecting to HubSpot CRM

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to HubSpot CRM, complete the following steps:

  1. Click Connect app.
  2. Specify your HubSpot CRM API server URL in the API URL field. By default, the API URL is set to https://api.hubapi.com.
  3. Click Connect app.
  4. Click Sign in to your HubSpot account.
  5. Sign in by using any of the following methods:
    • Sign in with your HubSpot account
    • Sign in with Google
    • Sign in with Microsoft
    • Log in with SSO

When the connection is successful, you will be redirected to watsonx Orchestrate.

Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Configuring the connection on watsonx Orchestrate in IBM Cloud Pak for Data

To connect watsonx Orchestrate to HubSpot CRM, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Application client ID: It is the unique identifier of your HubSpot client application. Get your application client ID from your HubSpot Apps dashboard in your developer account.
    • Application client secret: It is the application client secret for the unique application client ID. Get the application client secret from HubSpot apps dashboard in your developer account.
    • Access token: Specify the access token generated from the application client ID and client secret.
    • Refresh token: Specify the refresh token 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".
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

What to do next

After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Prebuilt apps