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- About the HubSpot Marketing connector
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HubSpot Marketing 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.
- Private app access token: token.
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.
To create a connection to your HubSpot Marketing instance, you need to perform the following steps:
-
Select Integration Service from Automation CloudTM Public Sector.
-
From the Connectors list, select HubSpot Marketing. You can also use the search bar to narrow down the connector.
- Select the Connect to HubSpot Marketing button.
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Select an authentication type and enter the required credentials.
-
Select Connect.
- Your connection has been added.
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.
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/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 List all Records → Contact Associations |
| crm.objects.contacts.write |
Create Contact Update Contact | |
| 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 List all Records → Company Associations |
| crm.objects.companies.write |
Create Comapny Update Company | |
| crm.lists.read | As 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 | |
| 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 |
| 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 |
| automation | Retrieve all the active automations/workflows in Hubspot |
List all Records → Workflows Get Record → Workflows |
| forms | Retrieve, create or update forms in Hubspot |
List all Records → Forms Insert Record → Forms Update Record → Forms |
