HubSpot component

A component that connects to HubSpot API

---

HubSpot component

Table of Contents

• General information
  • Description
  • Completeness Matrix
  • Environment variables
• Credentials
• Triggers
  • Get New and Updated Objects
  • Deprecated triggers
• Actions
  • Raw Request
  • Upsert
  • Lookup Set Of Objects By Unique Criteria
  • Lookup Object (at most one)
  • Lookup Objects (Plural)
  • Create Association
  • Remove Association
  • Delete Object
• Known Limitations

  General information

  Description

  elastic.io iPaaS component that connects to Hubspot API

  Completeness Matrix

  

Completeness Matrix

Environment variables

Credentials

Authentication occurs via OAuth 2.0. In order to make OAuth work, you need a new App in your Hubspot.

More information you can find here.

After granting access, you should be redirected back to our platform via a redirect_url. To do this, you will need to provide our OAuth Callback Redirect URL.

During credentials creation you would need to:

• select existing Auth Client from drop-down list Choose Auth Client or create the new one. For creating Auth Client you should specify following fields:

• fill field Name Your Credential (any)

• fill field Scopes - must be the same as provided during app creation in Hubspot, use space separated list (not comma), crm.objects.owners.read is required for verification

• click on Authenticate button - if you have not logged in Hubspot before, then log in by entering data in the login window that appears
• click on Verify button for verifying your credentials
• click on Save button for saving your credentials

Triggers

Get New and Updated Objects

Config Fields

• Object Type Dropdown: Indicates Object Type to be fetched
• Emit behavior Dropdown: Indicates emit objects individually or emit by page
• Field to poll Dropdown: Indicates field to poll (new objects or modified objects)
• Start Time - TextField (string, optional): Indicates the beginning time to start retrieving events from
• End Time - TextField (string, optional, defaults to never): If provided, don’t fetch records modified after this time
• Size of Polling Page - TextField (optional, positive integer, max 100, defaults to 100): Indicates the size of pages to be fetched
• Single Page per Interval - Checkbox: Indicates that if the number of changed records exceeds the maximum number of results in a page, instead of fetching the next page immediately, wait until the next flow start to fetch the next page. This field will be ignored if Max amount of Polling Pages field is set.
• Max amount of Polling Pages - TextField (optional, positive integer, max 1000, defaults to 1000): Indicates the maximum amount of pages to be fetched per execution

Output Metadata

• For Fetch page: An object with key results that has an array as its value
• For Emit Individually: Each object fill the entire message

Limitations

After reaching 9800 records flow will find largest Field to poll in last Polling Page and use it as Start Time for next iterations, results with this date will be excluded from that iteration and include in the next one

Deprecated triggers

Webhook

❗This trigger is deprecated, please use Hubspot webhook component instead.

Receive data from HubSpot based on configured webhooks

Config Fields

• Client secret - You need provide Client secret from HubSpot application here

❗You will get error during webhook requests if this field will be incorrect

Output Metadata

Triggered object from HubSpot

Actions

Raw Request

Action to call any Hubspot API endpoint

Config Fields

• Throw Error on 404 Response - (optional) Treat 404 HTTP responses as errors, defaults to false.

Input Metadata

• Url - Path of the resource relative to the URL base (https://api.hubapi.com), required.
• Method - Allowed values GET, POST, PUT, PATCH, DELETE, required. HTTP verb to use in the request.
• Request Body - Body of the request to send

Upsert

Action to make upsert(update/create) object in Hubspot

Config Fields

• Object type - Object type for upsert (“Companies”, “Contacts”, “Deals”, “Line Items”, “Tickets”)
• ID to Search On - Identificator to search object (“Hubspot Id” or “Email”. “Email” is only for “Contacts” Object Type)

Input Metadata

Dynamically generated

For each custom file field, it is generated an object to upload the custom file to populate that field. That object includes the following:

• Attachment URL (URL containing the file contents to upload)
• Folder Path
• File Name
• Charset Hunch
• Access
• TTL
• Overwrite
• Duplicate Validation Strategy
• Duplicate Validation Scope

For uploading file Files API is used.

Lookup Set Of Objects By Unique Criteria

Action to lookup object in Hubspot. Lookup Set will make sure all the items in the set should be there, otherwise throw an error.

Config Fields

• Object type - Object type for lookup (“Companies”, “Contacts”, “Deals”, “Line Items”, “Tickets”, “Quotes”)
• ID to Search On - Identification to search object (“Hubspot Id” or “Email”. “Email” is only for “Contacts” Object Type)
• Enable download attachments - Checkbox for enabling downloading attachments from fields with type file

Input Metadata

An array where each item is an ID

Lookup Object (at most one)

Action designed to lookup one object by unique field

Config Fields

• Object Type Dropdown: Indicates Object Type to find
• ID to Search On Dropdown: Indicates unique field to search on
• Allow ID to be omitted Checkbox: When selected, the ID field becomes optional, otherwise it is a required field
• Allow zero results Checkbox: When selected, if zero results are returned, the empty object {} is emitted, otherwise typically an error would be thrown.
• Enable download attachments - Checkbox for enabling downloading attachments from fields with type file

Input Metadata

• ID value Textfield: value for ID to Search On (unique field value by itself)

Lookup Objects (Plural)

Action to lookup objects in Hubspot

Config Fields

• Object Type Dropdown: Indicates Object Type to find
• Behaviour Dropdown with options: Fetch all, Fetch page, Emit individually, required
• Enable download attachments - Checkbox for enabling downloading attachments from fields with type file

Input Metadata

• Search Criteria Array: Search terms are to be combined with the AND operator. For each search term.

❗HubSpot support up to three criteria

Example:

Records created after ‘2021-10-01T03:30:17.883Z’ with property ‘firstname’ contains ‘Tony’

["createdate GT 1633059017883", "firstname CONTAINS_TOKEN Tony"]

Supported operators:

If selected Fetch page additional metadata fields:

• Page Size - Number of records to retrieve, limit - 100
• Page Number - How many pages should be skipped
• Order - Order direction, ASCENDING or DESCENDING

Order example:

'createdate DESCENDING'

Output Metadata

• For Fetch page: An object with:
  • key results that has an array as its value
  • key totalCountOfMatchingResults which contains the total number of results (not just on the page) which match the search criteria
• For Fetch All: An object, with key results that has an array as its value
• For Emit Individually: Each object fill the entire message

Create Association

Config Fields

• From Object Type Dropdown: Choose from which object needs to create association
• To Object Type Dropdown: Choose to what object

❗NOTE: Objects to assosiate are not dinamically retrieved, so please make sure in Hubspot documentation that selected objects can be assosiated

Input Metadata

• From Object ID - HubSpot id of object which needs to create association
• To Object ID - id of associated object

Output Metadata

Object with key statusCode that represent result of request

Remove Association

Config Fields

• From Object Type Dropdown: Choose from which object needs to remove association
• To Object Type Dropdown: Choose to what object

❗NOTE: Objects to assosiate are not dinamically retrieved, so please make sure in Hubspot documentation that selected objects can be assosiated

Input Metadata

• From Object ID - HubSpot id of object which needs to remove association
• To Object ID - id of associated object

Output Metadata

Object with key statusCode that represent result of request

Delete Object

Action designed to delete one object by unique field

Config Fields

• Object Type Dropdown: Indicates Object Type to find
• ID to Search On Dropdown: Indicates unique field to search on

Input Metadata

• ID value Textfield: value for ID to Search On (unique field value by itself)

Output Metadata

The expected output is an object with a id property. id value stands for id of delete object.

Known Limitations

1. Rate Limits
2. Please, use some timer (around 5sec) if you are going to implement flow like Upsert Object Action -> any type of Lookup Object(s) Action with enabled feature Enable download attachments. Uploading the file to Hubspot on Upsert Object Action takes some time, so it is possible to receive 404 error on lookup.