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HubSpot

Use the HubSpot node to perform various operations such as creating a contact, listing contacts, and more. This guide will help you set up the HubSpot node and start performing various operations.

Getting Started​

Before using the HubSpot node, you'll need to complete a few setup steps.

Prerequisites​

  • Private App: You need to create a HubSpot Private App to access the HubSpot API. Follow the steps below to create a Private App:
    • Log in to your HubSpot Account.
    • Navigate to Settings > Developer Tools > Private Apps.
    • Click Create a private app and fill in the required details.
    • Select the desired scopes for your Private App.
    • Save the app details.

Supported Authentication Methods​

The HubSpot node supports the following authentication methods:

  • Private App Access Token: Use your HubSpot private app's access token for secure and direct API authentication.

Basic Operations​

Here are some of the basic operations you can perform with the HubSpot node:

Company​

  • Create Company: Adds a new company record to your HubSpot account. You can specify properties like name, domain, phone number, address, and more.
  • Find Company: Searches for existing company records in HubSpot based on specified filter criteria (e.g., find companies by domain, name, or industry).
  • Get Company: Retrieves the details of a specific company record from HubSpot using its unique Company ID.

Contact​

  • Create Contact: Adds a new contact record to your HubSpot account. Requires properties like email, first name, and last name.
  • Delete Contact: Permanently removes a specific contact record from HubSpot using its unique Contact ID.
  • Get Contact: Retrieves the details of a specific contact record from HubSpot using its unique Contact ID.
  • List Contacts: Retrieves a list of all contact records in your HubSpot account. Can optionally include archived contacts.
  • Remove Contact From List: Removes an existing contact from a specific static list in HubSpot, identified by the List ID and Contact Email.
  • Find Contact: Searches for existing contact records in HubSpot based on specified filter criteria (e.g., find contacts by email, name, or company).
  • Retrive Call IDs Associated With A Contact: Retrieves a list of call IDs associated with a specific contact in HubSpot using their unique Contact ID.

Deal​

  • Create Deal: Creates a new deal record in HubSpot. Requires properties like deal name and amount, and optionally the pipeline.
  • Update Deal: Updates specific properties of an existing deal record in HubSpot using its unique Deal ID.
  • Get Deal: Retrieves the details of a specific deal record from HubSpot using its unique Deal ID.
  • List Deals: Retrieves a list of all deal records in your HubSpot account. Supports pagination to handle large numbers of deals.
  • Delete Deal: Permanently removes a specific deal record from HubSpot using its unique Deal ID.

Lead​

  • Create Lead: Creates a new lead record in HubSpot and associates it with an existing contact. Requires lead name, type, label, and the associated Contact ID.
  • Get Lead: Retrieves the details of a specific lead record from HubSpot using its unique Lead ID.
  • List Leads: Retrieves a list of all lead records in your HubSpot account. Supports pagination to handle large numbers of leads.
  • Delete Lead: Permanently removes a specific lead record from HubSpot using its unique Lead ID.

Line Item​

  • Create Line Item: Creates a new line item (product/service) in HubSpot and associates it with a deal. Requires details like name, SKU, quantity, price, and the associated Deal ID.
  • Get Line Item: Retrieves the details of a specific line item from HubSpot using its unique Line Item ID.
  • Find Line Item: Searches for existing line items in HubSpot based on specified filter criteria (e.g., find line items by name, SKU, or price).

Owners​

  • Get Owner by ID: Retrieves the details of a specific owner (HubSpot user) from HubSpot using their unique Owner ID.

Pipelines​

  • Get Pipeline Stage Details: Retrieves the details of a specific stage within a given pipeline for a specified CRM object type (e.g., deals, tickets). Requires Object Type, Pipeline ID, and Stage ID.

Ticket​

  • Find Ticket: Searches for existing tickets in HubSpot based on specified filter criteria (e.g., find tickets by subject, status, or priority).
  • Get Ticket: Retrieves the details of a specific ticket from HubSpot using its unique Ticket ID.

Forms​

  • Create Form Submission: Submits data to a HubSpot form, capturing leads and information from your website or campaigns.

Calls​

  • Create Call: Creates a new call record in HubSpot, typically for scheduling meetings or conversations with contacts.
  • Get Call: Retrieves the details of a specific call record from HubSpot using its unique Call ID.
  • Find Calls: Searches for existing call records in HubSpot based on specified filter criteria (e.g., find calls by date, duration, or contact).
  • Delete Call: Permanently removes a specific call record from HubSpot using its unique Call ID.

Products​

  • Get Product: Retrieves the details of a specific product from HubSpot using its unique Product ID.
  • Find Product: Searches for existing products in HubSpot based on specified filter criteria (e.g., find products by name, SKU, or price).

Conclusion​

The HubSpot node enables seamless integration with HubSpot's CRM, supporting comprehensive operations for contacts, companies, deals, products, and more. Perfect for automating sales and marketing workflows.

For more information, visit the HubSpot Developer Documentation.