Hubspot Connector

Hubspot Connector


HSLogo color.PNG

Additional Documentation

This Connector is based on the Hubspot ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/DHG/ado/

Hubspot Connector

Note: As of September 8, 2020 the Hubspot API does not allow external applications to write into their Quoting module.  See below.

Overview


The Creatio Connect Hubspot Connector enables you to easily connect to Hubspot for integrations and migrations.  Follow the simply steps below to configure your connector that gives you read/write access to all of the Hubspot modules.  You can create your own data map, work with your Partner or Creatio Connect team to build your project, or use our prebuilt integrations called Essentials.  As of the creation of this article we have released our initial Essentials package for integration with Creatio (formerly bpm'online) and Hubspot and more are being actively developed.  The Essentials prebuilt maps are free with your Creatio Connect Professional Edition subscriptions.  Click hear to learn more about Essentials:  kbase or the Creatio Connect Website.

Hubspot enforces API Call Limits which translates to a limit on the number of records you can access.  Here is more information: https://developers.hubspot.com/apps/api_guidelines



Configure Hubspot Connector

  1. While in the Creatio Connect Designer, navigate to the Connections tab.
  2. Click the "+" to create a new Connection



  3. New Connection Window:



  4. Specify the Connection Name
  5. Select Connection Type – select HubSpot
  6. Select Authenticate Now
  7. If you are not logged into Hubspot it will ask you to do so.
  8. If you have multiple Hubspot Accounts you will be asked to choose which Account you would like to integrate
  9. You will then be presented with a request for permissions page which you need to press grant access.



  10. We recommend you test the connector. 
    1. Go back to your Connectors tab
    2. Open the Hubspot Connector just created
    3. Press the test button.


You are ready to start working with Hubspot for your migrations and integrations!




Parameter
Description
OAuth Access Token

OAuth Refresh Token


HubSpot Connection Edit Screen

Working with Hubspot Connector

Date fields

Using APIv3, Date-only fields require you to explicitly declare the date with a midnight UTC timestamp such as 2017-08-24T12:00:00Z. A sample VBScript for conversion is below.

  1. Function ScriptedField
  2.   ScriptedField=FormatDate(Origin("smstartdate_c"), "yyyy-MM-ddT00:00:00Z")
  3. End Function

Single on/off checkbox fields

Single on/off checkbox fields should pass in values of 'true' or 'false'

Value must be on allowed list, using API values

Checkboxes (Select multiple options) fields

Value must be on allowed list, using API values
Use ; to separate values

Smart Lookups 

When referencing field names in Smart Lookups (or Origin queries), use the label for the field and put brackets around it, like [Company ID]

Associations

You can use the Associations tables in the v3 API to connect data together. For example:
  1. To associate a Company to a parent Company, write to the CompanyAssociations table. Id should be the ID of the parent Company, AssociationId the ID of the child Company, and the type should be set to COMPANY
  2. To associate a Company to a Deal, write to the DealAssociations table. Id is the Deal ID, AssociationId is the Company ID, and type is COMPANY

Engagements - Meeting

As of Sept 21, 2020 - use v1 API for Engagements
Set Type = MEETING (cap sensitive)
Insert Name/Subject into Title
Insert Body/Notes into Body
Set DateTime 
Set IsActive to true (otherwise won't show in timeline)
AssociatedContacts should be comma separated
Meetings don't have a status

Engagements - Email

As of Sept 21, 2020 - use v1 API for Engagements
Set Type = EMAIL (cap sensitive)
Set both EmailText (plain text) and EmailHTML
ToEmail should be formatted as "{"email":"value"} or {"email":"value","firstName":"value","lastName":"value"}
FromEmail/CC/BCC should be formatted as [{"email":"value"},{"email","value2"}]
AssociatedContacts should be comma separated
Set DateTime 
Set IsActive to true (otherwise won't show in timeline)

Engagements - Tasks

As of Sept 21, 2020 - use v1 API for Engagements
Set Type = TASK (cap sensitive)
Insert Name/Subject into Subject
Insert Body/Notes into Body
Set DateTime 
Set IsActive to true (otherwise won't show in timeline)
Status must be NOT_STARTED, COMPLETED, IN_PROGRESS, WAITING, or DEFERRED (cap sensitive)
AssociatedContacts should be comma separated

Engagements - Calls

As of Sept 21, 2020 - use v1 API for Engagements
Set Type = CALL (cap sensitive)
Insert Body/Notes into Body
Set DateTime 
Set IsActive to true (otherwise won't show in timeline)
Set DurationMilliseconds in milliseconds
Status must be COMPLETED (cap sensitive)
AssociatedContacts should be comma separated

Engagements - Notes

As of Sept 21, 2020 - use v1 API for Engagements
Set Type = NOTE (cap sensitive)
Insert Body/Notes into Body in HTML format
Does not use any of the Title or Subject fields - if you have a subject, add this to body and use <p> tags around your text to add line breaks





    • Related Articles

    • Connecting to HubSpot

      Follows these steps to connect to HubSpot   While in the Creatio Connect Designer, navigate to the Connections tab Select the HubSpot connector that you will be using for the integration If no HubSpot connector appears in the list, create a new ...

    • Creatio / Hubspot Essentials

      Note: Before beginning it is important to understand that while this is a prebuilt integration it is highly recommended that someone who is familiar with both systems, their databases and your processes perform the implementation.  It is also ...

    • Gainsight Connector

      Gainsight's Customer Success Software empowers companies to increase revenue, decrease customer churn, and drive advocacy.  Gainsight is a cloud-based application and available for your migrations and integrations through the Creatio Connect Cloud ...

    • Stripe Connector

      Additional Documentation This Connector is based on the Stripe ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/BOG/ado/

    • Snowflake Connector

      Additional Documentation This Connector is based on the Snowflake ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/OWG/ado/