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Introduction

A HubSpot connection is configured using the HubSpot connector to establish access to an account on the HubSpot server. Once a connection is established, you can configure one or more HubSpot activities associated with that connection to use as a source or target within an operation.

Creating or Editing a HubSpot Connection

From the design canvas, open the Connectivity tab of the design component palette:

Connectivity tab

To configure a new HubSpot connection, within the Connectors filter, click the HubSpot connector block:

Connectivity tab

To configure an existing HubSpot connection, within the Endpoints filter, double-click the HubSpot connection block:

Connectivity tab

This will open a configuration screen for the HubSpot connection, covered next.

Configuring a HubSpot Connection

Configuration of a HubSpot connection includes these fields:

Connectivity tab

TIP: Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin typing an open square bracket [ into the field or click the variable icon to display existing variables to choose from.

  • Endpoint Name: Enter a name to use to identify the HubSpot connection. The name must be unique for each HubSpot connection and must not contain forward slashes (/) or colons (:).

  • HAPI Key: Enter the HubSpot API (HAPI) key that you previously saved. See HubSpot Registration.

  • Test: Click this button to verify the connection. The server will check only that the specified user can make a connection.

  • Save Changes: Click this button to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click Discard Changes to close the configuration without saving. A message will ask you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click Delete to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal).

Next Steps

After configuring a HubSpot connection, you can configure one or more HubSpot activities associated with that connection to use as a source or target within an operation. For more information, see these pages:

  • Get Contacts: A HubSpot get contacts activity retrieves contact data from a HubSpot connection and is used as a source in an operation.

  • Create Contacts: A HubSpot create contacts activity creates new contacts into a HubSpot connection and is used as a target in an operation.

  • Update Contacts: A HubSpot update contacts activity updates contact data at a HubSpot connection and is used as a target in an operation.

  • Delete Contacts: A HubSpot delete contacts activity deletes contact data from a HubSpot connection and is used as a target in an operation.

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Last updated:  Jun 25, 2019

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