HubSpot Connector Reference
HubSpot offers a full platform of marketing, sales, customer service, and CRM software, as well as methodology, resources, and support, to help businesses grow.
Connections
To connect to a system, whether it is a source of data or the target where you are sending data, you must create a connection with that system’s required credentials. You typically connect to different systems within a flow and can reuse each connection every time you need to connect.
This system requires the following credential information for its connections:
- Connection Display Name
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Enter a connection name that will help you remember the details of this connection. You can reuse connections multiple times in a single flow, and in more than one flow, and the credentials are hidden after you create the connection. Therefore, it’s helpful to provide a name that easily identifies this connection from others.
Only you can see the connection. Other users in your Composer app must create their own connections.
- Bearer token
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The HubSpot account access token.
Triggers
Each flow starts with either a scheduler or a trigger. Schedulers are set to a default frequency of 15 minutes. Triggers, such as "each time a new record is created", are defined by you and provide multiple options related to the data in your system.
Triggers use a polling process to actively check for new updates from an external system. The polling frequency is 15 seconds.
This system provides the following trigger options:
- On New Record
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Triggers when a new Company or Contact record is created.
- On New or Updated Record
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Triggers when a new Company or Contact record is created or updated.
Polling Frequency
For triggers in this connector, the Polling Frequency field is required. This field enables you to select how often Composer makes a request to the underling system API to look for changes to records in active flows. You can select a different polling frequency for each flow in your organization. With a shorter frequency, the flow executes more often; however, a shorter frequency consumes more API calls. For example, if you have an order management flow, you might require nearly real-time updates, which can be achieved with a 15-second polling interval (which equates to 5760 API calls per day). In contrast, if your flow updates a pricing catalog, you could poll the flow every hour (which equates to 24 API calls per day).
Actions
After you connect to a system and define the trigger or configure a scheduler, you define the actions that the flow performs. For example, you can copy a record between different systems, such as Workday and Salesforce. The actions you can perform depend on which system you are connected to.
This system provides the following actions:
- Create new record
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Create a company or a contact in HubSpot.
To create a new company, provide a value for Company Name.
To create a new contact, provide a value for Contact Name.
- Update a record
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Update a company or a contact in HubSpot as specified by an external ID.
To update a company or a contact, provide a value for HubSpot ID.
- Create or update record
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Create or update a company or a contact in HubSpot in a single step.
To create or update a company, provide a value for HubSpot ID.
To create or update a contact, provide a value for External ID Field to Match.