Integration Service
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Integration Service User Guide
Last updated 2024年3月25日

HubspotMarketing 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.
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.

Add the HubSpot Marketing connection

To create a connection to your HubSpot Marketing instance, you need to perform the following steps:

  1. Select Integration Service from Automation Cloud.
  2. From the Connectors list, select HubSpot Marketing. You can also use the search bar to narrow down the connector.

  3. Select the Connect to HubSpot Marketing button.
  4. You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.

  5. Enter the required credentials for your preferred authentication method and select Connect.

  6. Your connection has been added.
Note:

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 will no longer be displayed, without any changes on the connector side.

Scopes and permissions

You can use the connection to enable the HubspotMarketing 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

List all Records → Contact Associations

crm.objects.contacts.write

Create Contact

Update Contact

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

List all Records → Company Associations

crm.objects.companies.write

Create Comapny

Update Company

crm.lists.readAs a user I want to assign my contacts to some contact list in Hubspot Marketing. I have tagged/grouped my CRM contacts based on their previous purchase and for my upcoming marketing campaigns I’d need to sync them to some Contact list.

Get List

List All Records → Lists

crm.lists.write

Create List

Update List

Add Contact to List

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

crm.objects.deals.read

List All Records → Deals

List all Records → Deal Associations

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

automationRetrieve all the active automations/workflows in Hubspot

List all Records → Workflows

Get Record → Workflows

formsRetrieve, create or update forms in Hubspot

List all Records → Forms

Insert Record → Forms

Update Record → Forms

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

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