HubSpot CRM

hubspot crm is a customer relationship management software that helps businesses track customer information and interactions with the hubspot app in {{product name}} , you can manage the events, records, contacts, engagements, files, and form submissions in your hubspot crm account requirements to use the hubspot crm app in {{product name}} , you must have a hubspot crm user account to use hubspot crm webhooks and a few other features, you must have a hubspot crm developer account connect hubspot crm and {{product name}} to create the connection log in to your {{product name}} account, add a hubspot crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an ​instant​ tag, click ​ create a webhook ​​, then ​ create a connection ​​ you'll need to have a developer account and use advanced settings for this feature for more information, see the hubspot crm docid\ g5sv8e3jebf5cz8z9pslj section below optional in the connection name field, enter a name for the connection click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the hubspot crm app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here connect hubspot crm and {{product name}} using advanced settings the following modules require a hubspot crm developer account and a connection using advanced settings watch notifications (uses a webhook) create a timeline event list timeline event templates to establish the connection using advanced settings, you must hubspot crm docid\ g5sv8e3jebf5cz8z9pslj hubspot crm docid\ g5sv8e3jebf5cz8z9pslj hubspot crm docid\ g5sv8e3jebf5cz8z9pslj create a hubspot crm custom application to create a custom application log in to your hubspot developer account if you do not have any existing apps, click on create an app if you have existing apps, click on manage apps > create app in the app info tab, enter the following details public app name app logo (optional) description (optoinal) 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 this is only required if you are using the watch notifications module, as this module requires a webhook add required scopes based on the subscriptions you will watch for refer to the custom app scopes column for the required scopes to include if you are not using a webhook module, you can leave this section blank click save changes scroll up to the app credentials section, copy the client id and client secret values, and store them in a safe place each hubspot crm custom application can only be associated with one webhook url to watch for multiple events (subscriptions), add all desired subscriptions when configuring the module in make refer to your hubspot crm subscription for information regarding how many custom applications you can create obtain your hubspot crm developer api key and user id to obtain your api key and user id in your hubspot developer account, click on the apps tab in the top menu click get hubspot api key if you have an existing api key, click show key and copy the key value if you do not have an existing key, click the create key button and copy the key value store it in a safe place establish an oauth connection between hubspot crm and {{product name}} to establish your oauth connection log in to your {{product name}} account, add a hubspot crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an ​instant​ tag, click ​ create a webhook ​​, then ​ create a connection ​​ optional in the connection name field, enter a name for the connection click show advanced settings in the hubspot developer api key and user id fields, enter the values you saved in hubspot crm docid\ g5sv8e3jebf5cz8z9pslj above in the client id and client secret fields, enter the client credentials you a saved in hubspot crm docid\ g5sv8e3jebf5cz8z9pslj above click save if prompted, authenticate your account and confirm access select the associated user account to connect to and click choose account confirm access by clicking connect app if you are using a webhook module, in the subscriptions field of the module, add or map the subscription type to watch for make sure you add all desired subscriptions (and their scopes) as this field cannot be updated at a later time click save you've successfully created the connection and can now use the hubspot crm app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here required permissions for hubspot crm webhooks when using the watch notifications instant module, the following permissions must be added as hubspot crm custom app scopes and oauth connection custom scopes subscription custom app scopes connection custom scopes company created crm objects companies read crm companies read company deleted crm objects companies read crm companies read company specified property is changed crm objects companies read crm companies read contact created crm objects contacts read crm contacts read contact deleted crm objects contacts read crm contacts read contact deleted for privacy compliance reasons crm objects contacts read crm contacts read contact specified property is changed crm objects contacts read crm contacts read deal created crm objects deals read crm deals read deal deleted crm objects deals read crm deals read deal specified property is changed crm objects deals read crm deals read for permission information regarding additional subscriptions, refer to the hubspot developer webhook subscriptions documentation if you are using the legacy version of hubspot, refer to the hubspot legacy docs webhooks documentation for permission information hubspot crm video tutorial this tutorial explains how to build a {{scenario singular lowercase}} that grabs new contacts from hubspot crm, inserts their information into a google docs template, uploads the compiled document to dropbox, and sends it via gmail youtube link here https //www youtube com/embed/rskhetssdrs hubspot crm modules after connecting to the hubspot crm app, you can use the following types of modules to build your {{scenario plural lowercase}} crm objects watch crm objects watch members added to a list search for crm objects add members to a list delete members from a list records (deals, contacts, companies) get a record property custom objects create a custom object record get a custom object record update a custom object record delete a custom object record contacts watch contacts added to a list (deprecated) watch contacts create or update a contact add contacts to a list (deprecated) list contacts (deprecated) create a contact update a contact get a contact search for contacts merge contacts delete a contact deals watch deals create a deal update a deal get a deal list deal/ticket pipelines search for deals delete a deal companies watch companies create a company update a company get a company search for companies delete a company engagements watch engagements create an engagement delete an engagement events and notifications these modules require a hubspot crm developer account and a connection using advanced settings watch notifications create a timeline event list timeline event templates files watch files create a folder list files upload a file update file properties delete a file delete a folder users get an owner list owners tickets watch tickets create a ticket update a ticket get a ticket search for tickets delete a ticket forms watch submissions for a form get a file uploaded via form list forms submit data to a form workflows add a contact to a workflow remove a contact from a workflow subscriptions you cannot subscribe a contact to an email address that is already subscribed watch subscriptions timeline for a portal subscribe contact unsubscribe a contact associations create an association list associations delete an association calls create a call update a call get a call search for calls delete a call notes create a note update a note get a note search for notes delete a note tasks create a task update a task get a task search for tasks delete a task products create a product update a product get a product search for products delete a product line items create a line item update a line item get a line item get a line item search for line items delete a line item orders create an order update an order get an order search for orders delete an order meetings create a meeting update a meeting get a meeting search for meetings delete a meeting emails create an email update an email get an email search for emails delete an email communications create a communication update a communication get a communication search for communications delete a communication invoices get an invoice search for invoices quotes search for quotes create a quote get a quote update a quote delete a quote other make an api call templates you can look for hubspot crm templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} hubspot crm resources hubspot api documentation https //developers hubspot com/docs/api/overview