Skip to content

hubspot-integration-setup.md

Latest commit

 

History

History
157 lines (114 loc) · 10.1 KB

hubspot-integration-setup.md

File metadata and controls

157 lines (114 loc) · 10.1 KB
Raw

HubSpot integration

{% hint style="info" %} If you’re new to integrations in Rewst, read through our introductory integration documentation here. {% endhint %}

What does the HubSpot integration do?

With our HubSpot integration, synchronize data between any other integration and HubSpot, ensuring a unified view of customer interactions, leads, and sales processes.

There are two ways to use HubSpot integration in Rewst.

  1. Use the HubSpot app via a public version provided by Rewst. This still integrates into your own personal HubSpot accounts.
  2. Use the HubSpot app via a private version of your own HubSpot account. This setup method is more intensive, but offers several benefits:
    1. Less likelihood of encountering rate limits
    2. Full control of HubSpot scopes
    3. Use of the generic HubSpot API Request action, which often requires additional scopes for success

Decide which of these options is best for your desired use of HubSpot, then proceed to the relevant directions below.

{% hint style="success" %} If you're a Rewst customer who set up their HubSpot integration prior to Rewst's feature update to include two options, you can uninstall and reinstall the HubSpot integration in Rewst to update your integration to the second private option. {% endhint %}

Set up the HubSpot integration: Rewst-provided HubSpot app

Set up steps in Rewst

  1. Navigate to Marketplace > Integrations in the left side menu of your Rewst platform.

  2. Search for HubSpot in the integrations page.

  3. Click on the integration tile to launch the configuration setup page.

  4. Leave the Client ID and Client Secret fields blank.

  5. Click next to Filters to add filter criteria, if desired.

  6. Click Authorize.

  7. Sign in to HubSpot in the dialog that appears. Follow the prompts to complete the authorization.

  8. Click Save Configuration.

  9. Rewst will do a quick validation of your input. Once completed, you'll see a new section beneath the configuration form for organization mapping. Complete your mapping as desired.

Set up the HubSpot integration: Private HubSpot app

Set up steps in HubSpot

  1. Log in to your HubSpot Developer account.

  2. Navigate to Apps in the left side menu.

  3. Click Create App.

  4. Enter a descriptive name into the Public App Name field. Optionally, add a description.

  5. Click the Auth tab.

  6. Scroll down the page to the Redirect URLs menu. Enter the following, which is the Rewst callback URL: http://engine.rewst.io/integrations/hubspot/callback .

  7. Click Create App. You should see a confirmation dialog appear at the top of your screen if the app is created successfully.

  8. Copy the following information that appears and store it somewhere secure. You'll need it for additional steps in Rewst.

    1. Client ID
    2. Client Secret

  9. Scroll down to the Scopes section of the Auth tab.

  10. Click + Add Scopes.

  11. Search for and add the scopes required for your use case. For example, crm.objects.contacts.read, tickets, automation, etc.

  12. Ensure scopes match exactly what you intend to use in Rewst workflows. Requesting unnecessary scopes is not recommended.

  13. Make a list of the scopes you chose in a text file. Copy and paste them directly as they appear in HubSpot. You'll need this information for further steps in Rewst.

  14. Click Update to finalize your selections.

Set up steps in Rewst

  1. Navigate to Marketplace > Integrations in the left side menu of your Rewst platform.

  2. Search for HubSpot in the integrations page.

  3. Click on the integration tile to launch the configuration setup page.

  4. Enter the information copied from HubSpot into the relevant fields:

    1. Client ID
    2. Client Secret

  5. Enter the scopes you chose in HubSpot into the Scopes field. Enter one scope per line. The scopes must be a direct match for what was selected in HubSpot.

  6. Click next to Filters to add filter criteria, if desired.

  7. Click Authorize.

  8. Sign in to HubSpot in the dialog that appears. Follow the prompts to complete the authorization.

  9. Click Save Configuration.

  10. Rewst will do a quick validation of your input. Once completed, you'll see a new section beneath the configuration form for organization mapping. Complete your mapping as desired.

{% hint style="success" %} Got an idea for a new Integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector. {% endhint %}

Troubleshoot the HubSpot integration

Verify the Connection

Test the integration by running a simple workflow that calls a HubSpot action

Scope mismatch errors

Ensure that the scopes in Rewst match exactly what's listed in your HubSpot app

Invalid client error

Double-check your Client ID and Secret for typos or missing characters, compared against what is stored in HubSpot.

Redirect URI mismatch

Make sure http://engine.rewst.io/integrations/hubspot/callback is saved in HubSpot before authorizing.

Token expiry

Rewst handles token refresh automatically. If issues arise, try re-authorizing the integration.

Triggers for HubSpot integration

Trigger type name Type Description
object_changed Webhook Triggers the workflow on creation, update, or deletion of a HubSpot item

Actions and endpoints

{% hint style="info" %} For more on how actions work in Rewst, check out our introductory actions documentation here. {% endhint %}

{% hint style="warning" %} HubSpot has optional scopes which aren't included in Rewst's standard integration. If you're using the generic HubSpot API Request action, certain endpoints may return an error where missing scopes and permissions are listed.

If you wish to use the generic HubSpot API Request action, we recommend choosing the private app setup method for HubSpot integration.

HubSpot's documentation on their scopes can be found here.
{% endhint %}

HubSpot's own API documentation can be found here.

Category Action Description
Companies Search Companies search companies in hubspot
Companies Get Company get a hubspot company by id
Companies Delete Company delete a company in hubspot
Companies Create Company create a company in hubspot
Companies Update Company update a company in hubspot
Contact Lists List Contact Lists Description coming soon...
Contacts Search Contacts search contacts in hubspot
Contacts Get Contact get a hubspot contact by id
Contacts Delete Contact delete a contact in hubspot
Contacts Create Contact create a contact in hubspot
Contacts Update Contact update a contact in hubspot
Deals Search Deals Search deals in hubspot
Deals List Deal Associations List a HubSpot Deal's associations
Deals List Company Associations List a HubSpot Companies associations
Deals Delete Deal delete a hubspot deal by id
Deals Create Deal create a hubspot deal
Deals Update Deal update a hubspot deal
Generic Request HubSpot API Request Generic action for making authenticated requests against the HubSpot API