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.
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.
Configure the HubSpot API as illustrated below:
Appsmith allows you to select from the available authentication types to integrate with an HubSpot database:
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:
- 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:
You can add queries to the newly created HubSpot datasource in one of the below ways:
You can add queries to HubSpot datasource by selecting the New API + button available on the datasource page.
By navigating to Explorer >> Click plus sign (+) next to Queries/JS >> Select the HubSpot datasource.
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:
|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: