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HubSpot

The information on this page relates to the new upgraded interface of the IConduct platform. To view information about the Classic version of the user interface, follow this link.

 

HubSpot is the world's leading all-in-one software platform whose mission is to take a more human approach to marketing and sales. The platform helps businesses transform the way they attract, engage, and delight customers. The HubSpot connector by IConduct allows organizations to align a variety of company’s applications with the HubSpot platform for a centralized data management and flow.

 

To configure the HubSpot connector, follow the instructions below:

  1. In the Main Menu, select Connections and press Create connection.

Accessing connections

  1. On the Connector Selection Page select the HubSpot item from Content Management section.

Connector Selection Page

  1. In the HubSpot Connection work area, fill in the following fields and press Create.

Connection Details Area

Field Description

Connection*

The new connection name. Enter a connection alias here.

Is Active

Toggles connector’s activity at interface execution. Enable the checkbox to activate the connection for execution.

Cloud Agent*

The LAN you are working with. Select "IConduct" for cloud systems and your corporate agent for internal systems.

Implementation Type*

Defines the implementation type. Select from the drop-down list:

  • Default. IConduct scheduler works on the cloud agent set in the Cloud Agent field.
  • Java. IConduct scheduler works by sending requests to a Java agent.

Is Source

This connection entity is available as a data source for Import (writing to Schema). Enable the checkbox to ensure data import.

Is Target

This connection entity is available as a data target that receives data from schema to current data container. Enable the checkbox to ensure data export.

Timeout

The length of time (in milliseconds) the IConduct platform waits for a response from the connection provider before returning a timeout error. Set the time value to stop the system from connection attempts.

Query

The box is intended for entering a query. You can test the defined query by clicking Test Query once the connection is saved.

It’s recommended to test the query after the connection testing.

DateTime Format

Not used in this connector.

Client ID*

Obtained from the developer account in HubSpot.

Client Secret*

Every HubSpot account is provided with separate keys for testing and for running live transactions. If you do not include your key when making an API request, or use one that is incorrect or outdated, HubSpot returns an error. Paste here the Secret API key that can be obtained from the HubSpot user account.

OAuth Access Token*

The access token is used to authenticate requests from a third-party application to HubSpot. The token is generated after the user authorization to HubSpot by clicking Authenticate. If the authorization is successful, a valid token is returned to this field.
OAuth Refresh Access Token

Serves to establish a secure connection with the endpoint. The Token is valid for one connection attempt only and goes with the Client ID and Client Secret. Click the Refresh Token button and follow the prompts to allow IConduct access the HubSpot account. If the authorization is successful, a valid token is returned to this field.

Expires At*

Shows the OAuth Refresh Access Token expiry date and time. Click Refresh Token, if the update is required.
Authenticate* Used to authenticate IConduct for the HubSpot system.

*- mandatory fields

 

To obtain the Client ID and Client Secret, create the developer account on the HubSpot platform. In this account create an application that will display the Client ID and Secret. Once done, create the connection and click Authenticate. Insert the values into corresponding fields.

 

Once the connection is saved, you can test if it is successful. Press the Test Connection button. If the created connection works, you will receive a success message. 

Testing the Connection