HubSpot

HubSpot is a cloud-based CRM designed to help align sales and marketing teams, promote sales, increase ROI, and improve your inbound marketing strategy to produce more qualified leads. In simple words, it's a software platform created to assist your business with marketing and sales.

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To integrate HubSpot with Appsmith, you should understand the basics of connecting to datasource on Appsmith.

Appsmith provides an easy way to integrate with HubSpot, and enables you to perform different operations using a custom UI built with minimal configurations.

Create HubSpot Datasource

To add a HubSpot API, navigate to Explorer >> Click the + icon (next to Datasources) >> Select HubSpot under APIs.

Create HubSpot Datasource

Connection settings

Configure the HubSpot API as illustrated below:

Authentication Type

Appsmith allows you to select from the available authentication types to integrate with an HubSpot database:

Bearer Token

Bearer Tokens are the predominant access token used with OAuth 2.0. You can authenticate to the API by providing your access token in the HTTP authorization bearer token header.

Let's see how you can fetch your Bearer Token:

Fetching Access Token

• Open HubSpot.
• You can create a new account or select an existing one.
• Click the settings icon on top-right corner, and select integrations.
• Create a private app (or open an existing one).
• Navigate to Scopes.
• Allow necessary permissions for CMS, CRM, and Settings.
• Navigate to the auth page of your app settings.
• Here you'll be able to find the app's client ID and access token.

Access token looks something like this:

pat-na1-217ee**-****-****-****-***

Create queries

You can add queries to the newly created HubSpot datasource in one of the below ways:

Datasource page

You can add queries to HubSpot datasource by selecting the New API + button available on the datasource page.

Query/JS page

By navigating to Explorer >> Click plus sign (+) next to Queries/JS >> Select the HubSpot datasource.

Query

You can create queries to fetch, update, and delete data from a datasource using the Appsmith query editor. HubSpot integration supports the following query methods:

Query Name	Description
HubDB - Get Published Tables	Fetches all the published table from the database.
HubDB - Create Table	Creates a new table in the HubDB database.
HubDB - Get Details of a Published Table	Retrieve details of an existing table.
HubDB - Archive Table	Archive or delete an existing table.
HubDB - Update Existing Table	Update a few fields in a table.
HubDB - Clone Table	Clone an existing HubDB table.
HubDB - Export Published Version Table	Export table data.
HubDB - Unpublish Table	Unpublish table or unpublish multiple pages
HubDB - Get Table Rows	Get the rows for a specific HubDB table.
HubDB - Add New Table Row	Add a new row to a HubDB table.
HubDB - Get Table Row	Get the rows for a specific HubDB table.
HubDB - Update Existing Row	Update a specific row in a HubDB table.
HubDB - Replace Existing Row	Replace a specific row in a HubDB table.
HubDB - Permanently Delete Row	Delete a specific row in a HubDB table.
HubDB - Clone Row	Duplicate/clone a specific row.
HubDB - Get Set Rows	Get set of rows from the table.
HubDB - Permanently Delete Rows	Delete a set of rows from a HubDB table.
Domains - Get Current Domains	Returns all existing domains that have been created.
Domains - Get Single Domain	Returns a single domain with the id specified.
URL Redirects - Get Current Redirects	Returns all existing URL redirects.
URL Redirects - Create Redirect	Creates and configures a new URL redirect.
URL Redirects - Get Details Redirect	Returns the details for a single existing URL redirect by ID.
URL Redirects - Update Redirect	Updates the settings for an existing URL redirect.
URL Redirects - Delete Redirect	Delete one existing redirect.
CRM - List Objects	Fetches all the object from the database.
CRM - Create Object	Creates a new object in the database.
CRM - Read Object	Retrieve a particular object.
CRM - Update Object	Update a few fields in a object.
CRM - Archive Object	Archive or delete an existing object.
CRM - Search Object	Search any object.
CRM - GDPR Delete	Deletes the record and any associations.
Files - Import File	Imports CRM records into your HubSpot account.
Files - Delete File	Deletes the file at the specified path in the specified environment.
Files - Get File	Gets the file at the specified path in the specified environment.
Files - Create Folder	Create a folder in the specified environment.
Files - Search File	Search for any file in the specified environment.
Files - Search Folder	Search for any folder in the specified environment.
Files - Update Folder Properties	Perform a partial update of a property.
Files - Check Folder Update Status	Check the status of a batch file access update task.
Files - Get Folder	Get the details for a specific folder.
Files - Delete Folder	Delete a specific folder.
Settings - Retrieve List of Users	Get a list of authorized users.
Settings - Add User	Add users to your HubSpot account.
Settings - Retrieve User	Retrieve an existing user.
Settings - Modify User	Update user details.
Settings - Remove User	Remove set of user.
Settings - Retrieve Roles Account	View users in your HubSpot account.
Settings - See Details Account's Teams	Obtain information about the team's account.

You can check the Query Settings Guide to learn more about queries.

Using queries in applications

Once you have successfully run a Query, you can use it in your app to:

• Display Data
• Capture Data
• Execute Queries