CRM and Sales tools

HubSpot CRM

20min

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HubSpot CRM is a customer relationship management software that helps businesses track customer information and interactions. With the HubSpot app in ﻿, you can manage the events, records, contacts, engagements, files, and form submissions in your HubSpot CRM account.
Requirements
To use the HubSpot CRM app in ﻿, you must have a HubSpot CRM user account.
To use HubSpot CRM webhooks and a few other features, you must have a HubSpot CRM developer account.
Connect Hubspot CRM and ﻿ 
To create the connection:
1
Log in to your ﻿ account, add a HubSpot CRM module to your ﻿, and click Create a connection.
If you add a module with an ​instant​ tag, click ​Create a webhook​​, then ​Create a connection​​. 
You'll need to have a developer account and use advanced settings for this feature. For more information, see the Connect Hubspot CRM and Make using advanced settings﻿  section below.
2
Optional: In the Connection name field, enter a name for the connection.
3
Click Save.
4
If prompted, authenticate your account and confirm access.
You've successfully created the connection and can now use the HubSpot CRM app in your ﻿. If you want to make changes to your connection in the future, follow the steps here.
The following modules require a Hubspot CRM developer account and a connection using advanced settings:
Watch Notifications (uses a webhook)
Create a Timeline Event
List Timeline Event Templates
To establish the connection using advanced settings, you must:
﻿Create a Hubspot CRM custom application﻿ 
﻿Obtain your HubSpot developer API key and User ID﻿ 
﻿Establish an OAuth connection between HubSpot CRM and Make﻿ 
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Create a Hubspot CRM custom application
To create a custom application:
1
Log in to your HubSpot developer account.
2
If you do not have any existing apps, click on Create an app . If you have existing apps, click on Manage apps > Create app.
3
In the App Info tab, enter the following details:
Public app name
App logo (optional)
Description (optoinal)
4
In the Auth tab, enter the following details:
Install URL (OAuth): Leave this field blank.
Redirect URLs: Enter https://www.integromat.com/oauth/cb/hubspotcrm
Scopes: This is only required if you are using the Watch Notifications module, as this module requires a webhook. 
Add required scopes based on the subscriptions you will watch for. Refer to the Custom App Scopes column for the required scopes to include. 
If you are not using a webhook module, you can leave this section blank.
5
Click Save changes.
6
Scroll up to the App credentials section, copy the Client ID and Client Secret values, and store them in a safe place.
Each HubSpot CRM Custom Application can only be associated with one webhook URL. To watch for multiple events (subscriptions), add all desired subscriptions when configuring the module in Make.
Refer to your HubSpot CRM subscription for information regarding how many Custom Applications you can create.
Obtain your Hubspot CRM developer API key and User ID
To obtain your API key and User ID:
1
In your HubSpot developer account, click on the Apps tab in the top menu.
2
Click Get HubSpot API key.
3
If you have an existing API key, click Show key and copy the key value. If you do not have an existing key, click the Create key button and copy the key value. Store it in a safe place.
Establish an OAuth connection between Hubspot CRM and ﻿ 
To establish your OAuth connection: 
1
Log in to your ﻿ account, add a HubSpot CRM module to your ﻿, and click Create a connection.
If you add a module with an ​instant​ tag, click ​Create a webhook​​, then ​Create a connection​​. 
2
Optional: In the Connection name field, enter a name for the connection.
3
Click Show advanced settings.
4
In the HubSpot Developer API Key and User ID fields, enter the values you saved in Obtain your Hubspot CRM developer API key and User ID﻿ above.
5
In the Client ID and Client Secret fields, enter the client credentials you a saved in Create a Hubspot CRM custom application﻿ above.
6
Click Save.
7
If prompted, authenticate your account and confirm access.
8
Select the associated user account to connect to and click Choose Account.
9
Confirm access by clicking Connect app.
10
If you are using a webhook module, in the Subscriptions field of the module, add or map the Subscription Type to watch for.
Make sure you add all desired subscriptions (and their scopes) as this field cannot be updated at a later time.
11
Click Save.
You've successfully created the connection and can now use the HubSpot CRM app in your ﻿. If you want to make changes to your connection in the future, follow the steps here.
Required Permissions for HubSpot CRM webhooks
When using the Watch Notificationsinstant module, the following permissions must be added as HubSpot CRM custom app Scopes and OAuth connection Custom Scopes.
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Subscription
Custom App Scopes
Connection Custom Scopes
Company - created
crm.objects.companies Read
CRM Companies Read
Company - deleted
crm.objects.companies Read
CRM Companies Read
Company - specified property is changed
crm.objects.companies Read
CRM Companies Read
Contact - created
crm.objects.contacts Read
CRM Contacts Read
Contact - deleted
crm.objects.contacts Read
CRM Contacts Read
Contact - deleted for privacy compliance reasons
crm.objects.contacts Read
CRM Contacts Read
Contact - specified property is changed
crm.objects.contacts Read
CRM Contacts Read
Deal - created
crm.objects.deals Read
CRM Deals Read
Deal - deleted
crm.objects.deals Read
CRM Deals Read
Deal - specified property is changed
crm.objects.deals Read
CRM Deals Read
For permission information regarding additional subscriptions, refer to the HubSpot Developer Webhook subscriptions documentation.
If you are using the legacy version of HubSpot, refer to the HubSpot Legacy Docs Webhooks documentation for permission information.
﻿
HubSpot CRM Video Tutorial
This tutorial explains how to build a ﻿ that grabs new contacts from HubSpot CRM, inserts their information into a Google Docs Template, uploads the compiled document to Dropbox, and sends it via Gmail.
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Hubspot CRM modules
After connecting to the HubSpot CRM app, you can use the following types of modules to build your ﻿. 
Watch CRM Objects
Watch members Added to a List
Search for CRM Objects
Add Members to a List
Delete Members from a List
Get a Record Property
Create a Custom Object Record
Get a Custom Object Record
Update a Custom Object Record
Delete a Custom Object Record
Watch Contacts Added to a List (deprecated)
Watch Contacts
Create or Update a Contact
Add Contacts to a List (deprecated)
List Contacts (deprecated)
Create a Contact
Update a Contact
Get a Contact
Search for Contacts
Merge Contacts
Delete a Contact
Watch Deals
Create a Deal
Update a Deal
Get a Deal
List Deal/Ticket Pipelines
Search for Deals
Delete a Deal
Watch Companies
Create a Company
Update a Company
Get a Company
Search for Companies
Delete a Company
Watch Engagements
Create an Engagement
Delete an Engagement
These modules require a Hubspot CRM developer account and a connection using advanced settings.
Watch Notifications
Create a Timeline Event
List Timeline Event Templates
Watch Files
Create a Folder
List Files
Upload a File
Update File Properties
Delete a File
Delete a Folder
Get an Owner
List Owners
Watch Tickets
Create a Ticket
Update a Ticket
Get a Ticket
Search for Tickets
Delete a Ticket
Watch Submissions for a Form
Get a File Uploaded via Form
List Forms
Submit Data to a Form
Add a Contact to a Workflow
Remove a Contact from a Workflow
You cannot subscribe a contact to an email address that is already subscribed.
Watch Subscriptions Timeline for a Portal
Subscribe Contact
Unsubscribe a Contact
Create an Association
List Associations
Delete an Association
Create a Call
Update a Call
Get a Call
Search for Calls
Delete a Call
Create a Note
Update a Note
Get a Note
Search for Notes
Delete a Note
Create a Task
Update a Task
Get a Task
Search for Tasks
Delete a Task
Create a Product
Update a Product
Get a Product
Search for Products
Delete a Product
Create a Line Item
Update a Line Item
Get a Line Item
Get a Line Item
Search for Line Items
Delete a Line Item
Create an Order
Update an Order
Get an Order
Search for Orders
Delete an Order
Create a Meeting
Update a Meeting
Get a Meeting
Search for Meetings
Delete a Meeting
Create an Email
Update an Email
Get an Email
Search for Emails
Delete an Email
Create a Communication
Update a Communication
Get a Communication
Search for Communications
Delete a Communication
Get an Invoice
Search for Invoices
Search for Quotes
Create a Quote
Get a Quote
Update a Quote
Delete a Quote
Make an API Call
Templates
You can look for HubSpot CRM templates in Make's template gallery, where you'll find thousands of pre-created ﻿.
HubSpot CRM resources
﻿HubSpot API Documentation﻿


Subscription	Custom App Scopes	Connection Custom Scopes
Company - created	crm.objects.companies Read	CRM Companies Read
Company - deleted	crm.objects.companies Read	CRM Companies Read
Company - specified property is changed	crm.objects.companies Read	CRM Companies Read
Contact - created	crm.objects.contacts Read	CRM Contacts Read
Contact - deleted	crm.objects.contacts Read	CRM Contacts Read
Contact - deleted for privacy compliance reasons	crm.objects.contacts Read	CRM Contacts Read
Contact - specified property is changed	crm.objects.contacts Read	CRM Contacts Read
Deal - created	crm.objects.deals Read	CRM Deals Read
Deal - deleted	crm.objects.deals Read	CRM Deals Read
Deal - specified property is changed	crm.objects.deals Read	CRM Deals Read

Google Contacts

Hunter

HubSpot CRM

Requirements

Connect Hubspot CRM and ﻿

Connect Hubspot CRM and ﻿ using advanced settings

Create a Hubspot CRM custom application

Obtain your Hubspot CRM developer API key and User ID

Establish an OAuth connection between Hubspot CRM and ﻿

Required Permissions for HubSpot CRM webhooks

HubSpot CRM Video Tutorial

Hubspot CRM modules

Templates

HubSpot CRM resources

Connect Hubspot CRM and

Connect Hubspot CRM and using advanced settings

Establish an OAuth connection between Hubspot CRM and