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HubSpot CRM authentication
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.
For creating a private OAuth2 app, follow the steps mentioned in the Hubspot documentation i.e. Working with OAuth.
To create a connection to your Hubspot CRM instance, you need to perform the following steps:
- Select Integration Service from Automation Cloud.
-
From the Connectors list, select HubSpot CRM. You can also use the search bar to narrow down the connector.
- Select the Connect to HubSpot CRM button.
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You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.
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Enter the required credentials for your preferred authentication method and select Connect.
- Your connection has been added.
The following message is displayed at connection time: This app hasn't been reviewed or approved by HubSpot. Make sure you trust this 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 is no longer displayed, without any changes on the connector side.
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/Permission | Usecase | Activity/Event |
crm.objects.contacts.read | As 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.read | As 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-commerce | I 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 |
files | Upload 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.write | Syncing 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.read | Read the information of Hubspot owners that are assigned to a deal/contact/company/ticket |
List all Records → Owners Get Record → Owner |
automation | Retrieve all the active automations/workflows in Hubspot |
List all Records → Workflows Get Record → Workflows |
tickets | Retrieve, create or update tickets in Hubspot |
List all Records → Tickets Insert Record → Tickets Update Record → Tickets Get Record → Tickets |