Hubspot

Introduction

This document provides an overview of the integration between Automate and HubSpot, offering users the ability to automate various operations within the HubSpot application. By utilizing the pre-built actions in Automate, users can streamline their online marketing efforts, enhance customer relationships, and optimize sales processes.

What is HubSpot?

HubSpot is a comprehensive platform designed to assist businesses in managing their online marketing strategies, strengthening customer relationships, and ultimately increasing sales. It offers a range of tools and functionalities to streamline marketing efforts, manage customer interactions, and track sales leads.

Key Features of HubSpot:

Marketing Automation: Create and manage marketing campaigns, track customer interactions, and analyze campaign performance.
CRM (Customer Relationship Management): Organize and manage customer data, track interactions, and improve customer engagement.
Sales Automation: Streamline sales processes, track leads, and manage sales pipelines effectively.

Automate Integration with Hubspot

The Automate integration with HubSpot enables you to automate a variety of tasks and operations within the HubSpot application. Whether it's creating new records, updating existing data, or retrieving information, these pre-built actions make it easier to manage your HubSpot activities efficiently.

Examples of Automated Tasks:

Archive Record: Store historical data by archiving records based on specified criteria.
Create Quota: Generate new quotes with customizable details such as name and expiration date.
Create Record: Quickly create new records for entities such as companies, contacts, deals, and more.
Create Ticket: Generate new support tickets directly from your workflows.
Get Record By ID: Retrieve detailed information about a specific record using its unique ID.
List Deal Stages: Retrieve a list of deal stages within a specified sales pipeline.
List Record: Generate a list of records based on specific criteria for better organization.
Search Object: Efficiently search for objects (e.g., companies, contacts) based on custom criteria.
Update Record: Modify existing records with new information to keep data up to date.

Using the Integration

To begin using the integration, users will need to define their credentials and configure the necessary inputs for each action. The following sections provide detailed instructions on how to use each action within the Automate-HubSpot integration.

Credentials

To establish a secure connection between Automate and HubSpot, follow these steps:

Select your credentials that you created at Vault.
Proceed to the Data Manager screen to select the desired object.
Available objects include:
- Company
- Contact
- Deal
- Line Item
- Products
- Quotes
- Tickets
Select the Object ID associated with your chosen object.

Data Management

Manage the input parameters for each action using the Data Manager:

Object: Selected during the Data Manager object selection.
Object ID: Automatically populated based on the selected object.

How To Use Actions

Archive Record

Description: Archives a record to maintain a clean database while preserving historical data.

Purpose: This action allows you to archive specific entities within your system.

Usage:

Select the appropriate credentials for authentication.
Choose the entity type (Object) you wish to archive.
The Object ID will be automatically populated based on the selected object.
Execute the action to archive the record.

Input Parameters:

Object: Select the entity type to archive (e.g., Company, Contact).
Object ID: Automatically populated based on the selected object.

Output:

Detailed information about the archived record.

Create Quota

Description: Generates a new quote effortlessly.

Purpose: This action simplifies the process of creating new quotes.

Usage:

Select the relevant credentials for authentication.
Provide a name for the new quote (Quote Name).
Specify the expiration date of the quote (Expiration Date).
Execute the action to create the new quote.

Input Parameters:

Quote Name: Name for the new quote.
Expiration Date: Date when the quote expires (e.g., 2023-12-24T01:01:12.123Z).

Output:

Details of the newly created quota.

Create Record

Description: Easily creates new records for various entities in HubSpot.

Purpose: This action streamlines the process of creating new records.

Usage:

Select the appropriate credentials for authentication.
Choose the type of object to create (Object Selection).
Provide the required input parameters for the selected object.
Execute the action to create the new record.

Input Parameters:

The Data Manager screen will display available input parameters for the selected object.

Output:

Information about the newly created record upon successful execution.

Create Ticket

Description: Streamlines customer support processes by creating new tickets within HubSpot.

Purpose: This action facilitates the creation of new tickets for customer inquiries.

Usage:

Drag and Drop the "Create Ticket" function to your workflow.
Configure default inputs or additional inputs via the Data Manager if needed.
Specify the Ticket Subject, Pipeline Stage ID, and Pipeline ID.
Execute the action to create the new ticket.

Input Parameters:

Ticket Subject: Subject or title of the ticket.
Pipeline Stage ID: Stage of the ticket in your pipeline.
Pipeline ID: ID of the relevant pipeline.

Output:

This action creates a new ticket within HubSpot without specific output.

Get Record By ID

Description: Retrieves detailed information about a specific record using its unique ID.

Purpose: This action fetches comprehensive details of a record based on its identifier.

Usage:

Specify the type of object to retrieve (Object).
Provide the unique identifier of the record (Object ID).
Optionally, specify custom properties to display (Properties).
Execute the action to retrieve the record.

Input Parameters:

Object: Type of object to retrieve.
Object ID: Unique identifier of the record.
Properties: Optionally, custom properties to display.

Output:

Comprehensive information about the requested record.

List Deal Stages

Description: Retrieves a list of deal stages within a specified sales pipeline.

Purpose: This action provides a list of deal stages associated with a particular pipeline.

Usage:

Provide the Pipeline ID of the sales pipeline.
Execute the action to retrieve the list of deal stages.

Input Parameters:

Pipeline ID: Identify the sales pipeline.

Output:

List of deal stages associated with the specified pipeline.

List Record

Description: Generates a list of records based on specific criteria.

Purpose: This action efficiently filters records based on user-defined criteria.

Usage:

Choose the type of object (Object) such as Company, Contact, Deal, Line Item, Products, Quotes, or Tickets.
Specify the maximum number of results per page (Limit).
Filter records based on archived status (Is Archived?).
Optionally, specify custom properties to display (Properties).
Execute the action to generate the list of records.

Input Parameters:

Object: Type of object to list.
Limit: Maximum number of results per page.
Is Archived?: Filter based on archive status (Yes or No).
Properties: Optionally, custom properties to display.

Output:

Comprehensive list of records based on the specified criteria.

Search Object

Description: Efficiently searches for objects based on custom criteria.

Purpose: This action allows users to search for specific objects based on defined search criteria.

Usage:

Choose the type of object (Object) such as Company, Contact, Deal, Line Item, or Products.
Specify the property field to search (Property).
Select a search operator to refine the search (Search Operator).
Provide the value to search for (Search Value).
Specify the maximum number of objects per page (Limit).
Execute the action to perform the search.