integration-service
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Integration Service User Guide
Automation CloudAutomation Cloud Public Sector
Last updated Nov 6, 2024

HubSpot CRM authentication

Prerequisites

Depending on the authentication type you select, you need one of the following credentials:

  • OAuth 2.0 Authorization code: the email address and password associated with your HubSpot account.
  • Bring your own OAuth 2.0 app: client ID and client secret.
  • Private app access token: token.
To connect with HubSpot, you need to have a developer account.

For creating a private OAuth2 app, follow the steps mentioned in the HubSpot documentation i.e. Working with OAuth. To learn more about private applications for HubSpot, see Private apps in the HubSpot documentation.

Add the HubSpot CRM connection

To create a connection to your Hubspot CRM instance, you need to perform the following steps:

  1. Select Integration Service from Automation CloudTM.

  2. From the Connectors list, select HubSpot CRM. You can also use the search bar to narrow down the connector.

  3. Select the Connect to HubSpot CRM button.
  4. Select an authentication type and enter the required credentials.

  5. Select Connect.

  6. Your connection has been added.
Note:

The following message is displayed at connection time: You're connecting an unverified app. This app's details haven't been reviewed or verified by HubSpot. Make sure you trust the developer before connecting it to your account.

The UiPath app is currently being reviewed by HubSpot for approval. While the app is in review, it is ready to be used. After approval, the warning message will no longer be displayed, without any changes on the connector side.

Scopes and permissions

You can use the connection to enable the Hubspot CRM activities in UiPath Studio to build automations for list, contact, company management. The various permission-based use cases that can be achieved are as follows:

Scope/PermissionUsecaseActivity/Event
crm.objects.contacts.readAs a user I want to sync my CRM contacts to Hubspot Marketing and keep them engaged with marketing emails.

Get Contact

List All Records → Contacts

crm.objects.contacts.write

Create Contact

Update Contact

Create Association

crm.objects.companies.readAs a user I want to sync my CRM companies to Hubspot Marketing and keep them engaged with marketing emails.

Get Company

List All Records → Companies

crm.objects.companies.write

Create Company

Update Company

Create Association

e-commerceI can’t create quotes in my CRM without product information, which is why pushing product data to my CRM is important. Product data is almost always pushed one way from ERP to CRM. As a user I want to sync products to Hubspot CRM that includes product price and inventory information as well.

Create Product

Update Product

Get Product

Insert Record → Line items

Update Record → Line items

List All Records → Products

List All Records → Line items

Get Record → Line items

filesUpload file / attachments related to the customer such as sales order or engagement report etc.

Upload File

Update File

Insert Record → Folders

List All Records → Folders

crm.objects.deals.writeSyncing of deals/opportunities between CRM and marketing helps users track the progress on those deals

Insert Record → Deals

Update Record → Deals

Create Association

crm.objects.deals.read

List All Records → Deals

Get Deal

crm.schemas.contacts.read

crm.schemas.companies.read

crm.schemas.deals.read

Retrieve a single or all the custom properties of the deal/contact/company in order to add/update value to the same

List All Records → Properties

Get Record → Properties

crm.schemas.deals.write

crm.schemas.contacts.write

crm.schemas.companies.write

Create/Update custom properties of deal/contact/company

Insert Record → Properties

Update Record → Properties

crm.objects.owners.readRead the information of Hubspot owners that are assigned to a deal/contact/company/ticket

List all Records → Owners

Get Record → Owner

automationRetrieve all the active automations/workflows in Hubspot

List all Records → Workflows

Get Record → Workflows

ticketsRetrieve, create or update tickets in Hubspot

List all Records → Tickets

Insert Record → Tickets

Update Record → Tickets

Get Record → Tickets

  • Prerequisites
  • Add the HubSpot CRM connection
  • Scopes and permissions

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