Streamline sales and marketing activities with HubSpot integration connector
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Being one of the most popular CRM systems on the current market, HubSpot hardly requires a lengthy introduction. Initially a cloud-based tool to support inbound marketing activities, HubSpot grew into an “all-in-one” platform for marketing, sales, customer service, and customer relationships management.
Its flagship product is undoubtedly the HubSpot CRM system which is available both as a free and a premium version, although it must be mentioned that already the free version with up to 1,000,000 contacts and no limits on users or customer data is loaded with features and capabilities that outshine many paid CRM tools on the current market. It even provides native integrations to quite a number of apps for e.g. contacts migration, time / scheduling / meetings management, project management, sales enablement, even data management. But in case you’re not finding the apps integrations you need – or you need deeper and more complex integrations – we got you covered.
About elastic.io’s HubSpot integration connector
This is a proprietary connector to facilitate the creation of business workflow automations that involve HubSpot CRM’s any version, even the free one. It was developed specifically for the elastic.io platform to use in the automation flows, and it comes with it by default.
The HubSpot integration connector supports both triggers and actions. This means that you can use it either to initiate or to act upon a certain event. For example, using it as a trigger, you can get new or updated contact data such as email address, first name / last name, etc. and pass them over to another application of your choice.
Using it as an action, you can create, update or delete HubSpot objects such as contacts, companies, deals, etc, create new or remove existing associations, and much more. You can find additional information about available triggers and actions on the connector’s documentation page, following the link above.
Due to the fact that it is under the proprietary license, you cannot change or extend the HubSpot integration connector yourself. If you need some specific additional triggers and / or actions for your integrations, please contact our pre-sales team at ps[at]elastic.io first to discuss the details.
PLEASE NOTE: You need to have an account on the elastic.io platform in order to use the HubSpot connector in your project. If you’re new to elastic.io you can sign up for a free 14-day trial here.
How to add HubSpot integrations on elastic.io
As a trigger:
In order to connect HubSpot CRM with other apps on the elastic.io platform, go to the Dashboard or Flows and click “Add new Flow”. If you wish to use HubSpot as a trigger, select it first from the list of the apps as shown on the screenshot below.
Once you’ve selected HubSpot, you can choose between “Get New or Updated Objects” and “Webhook”. With the help of the latter, you can subscribe to various events happening in your HubSpot account, for example customer contact creation, contact deletion, contact property changes, deal creation, etc. For more details, go here.
After you selected the function you need, you will be prompted to authenticate your HubSpot account. The authentication happens via OAuth 2.0, for which you’ll need to create an app in your HubSpot developer account. We walk you through the entire process of authentication in our help documentation.
Once authenticated, you can select the object type you plan to work with (you can choose between Contacts, Companies, Deals, Tickets, and Line Items), whether you want to emit them individually or page-wise, and select the fields you wish to poll (New Objects or Modified Objects). Additionally, you can limit the data you want to get by a time frame and by page size.
As a next step, you’ll be prompted to request a sample of the records, where you can validate your configuration, and you’re done. Your HubSpot connector is fully set up as a trigger.
OUR TIP: The easiest way to test this connector as trigger in an actual flow would be synching it to our Email connector – for example, to send yourself an overview of a specific contact. In an actual project, you’d probably want to connect HubSpot’s trigger to something more sophisticated, such as SugarCRM or NetSuite.
As an action:
Using Hubspot as an action means that it follows another application in your flow. Other than that, the start will be pretty much the same: select HubSpot from the list of available apps, choose a function and authenticate your HubSpot account with OAuth.
With functions, though, you have a long list to choose from. You can create or update Contacts, Companies, Deals and Line Items, you can look up objects including Tickets and Quotes. You can even make a so-called Raw Request and call any Hubspot API endpoint with any of the GET, POST, PUT, PATCH, DELETE methods.
OUR TIP: The fastest way to review our HubSpot connector’s configuration as an action in a flow would be selecting our Simple Trigger to start with.
Please note, the Simple Trigger is not optimal to actually test the HubSpot connector for your integrations project as it doesn’t provide the required data objects to sync. It’s merely there to help you review the HubSpot’s configuration without further ado.
Popular HubSpot automation scenarios
As already mentioned above, HubSpot can be rightfully seen as a “all-in-one” tool for the management of marketing and sales efforts, plus customer relationship management. It is, therefore, no wonder that the range of scenarios for HubSpot varies a LOT: from project management and sales engagement to payment tracking, marketing automation and sales teams’ performance monitoring.
We’ve seen our users create a variety of HubSpot integrations, including those that use it as a trigger and some of the most notable are:
HubSpot and Salesforce
For example, to sync contact details for the purpose of a CRM system migration
HubSpot and Microsoft Dynamics
To create new Deals in HubSpot from Opportunities in Dynamics
HubSpot and NetSuite
To feed HS Companies to NetSuite Leads
HubSpot and DocuSign
To get contracts signed easily and without any hustle
… and many more.