Connect HubSpot to APIcenter

To connect HubSpot, you give APIcenter access to your HubSpot account. Take time to prepare: to connect an app in HubSpot, you need the right permissions.

Before you start

• You have a HubSpot account and you can log in with a user who is allowed to connect apps. According to HubSpot, this is a Super Admin, or a user with access to the App Marketplace.
• If your user is not allowed to do this, a Super Admin in HubSpot must approve the access for the app. Ask for this in advance.
• Know which pipelines and lifecycle stages you want to use. You enter them later in the settings of the flows.

Step 1: Start the connection in APIcenter

1. In APIcenter, go to Applications and choose HubSpot under Connect a new application. You can also do this in step 2 of the wizard, Connect your apps.
2. Enter a Display title: a name that you choose yourself. This is useful if you connect more than one HubSpot account.
3. Fill in the fields that APIcenter shows. If APIcenter sends you to HubSpot, choose the HubSpot account that you want to connect to APIcenter and approve the access that is requested. Then you return to APIcenter.
4. Click Test Connection. APIcenter saves the details and tests the connection. If APIcenter shows an Authorize button instead, click it and complete the authorization.

Which permissions are needed

APIcenter reads and writes contacts, companies, deals, products and order lines (line items) in HubSpot, and their properties and pipelines. If a permission is not on, the connection still works, but a flow fails when it reads or writes that part. According to HubSpot, an error message about integration permissions often means that the permission to edit property settings (Edit property settings) is missing. You need this permission if APIcenter is allowed to create properties, for example with the setting Create missing properties in the target system.

Common problems

• You cannot connect or approve the app. Check if your user is a Super Admin or has access to the App Marketplace. If not, ask a Super Admin to approve the access.
• A flow reports that a pipeline or stage was not found. Check the name or ID in the settings of the flow. Uppercase and lowercase letters do not matter, but the name must match HubSpot exactly. If a stage exists in more than one pipeline and you leave the pipeline empty, the flow stops with an error message. In that case, also fill in the pipeline.
• A flow reports that a property does not exist, for example the company property for the e-mail address (by default company_email). Create the property in HubSpot, or turn on Create missing properties in the target system if APIcenter is allowed to create it.
• A customer or deal that you just created is not found. According to HubSpot, it can take a moment before new records appear in search results. APIcenter searches in HubSpot to check if something already exists.
• HubSpot reports too many requests. HubSpot limits search requests to 5 per second per account. Lower the number of records per run with Amount to process, or make the interval between runs longer.

Next steps

Create an integration with HubSpot and check the settings. For orders, you need a pipeline and a deal stage in which APIcenter creates the deals. See Send sales orders to HubSpot and HubSpot connection and integration settings.

More information from HubSpot

• Authentication in the HubSpot API
• Manage access to apps
• Install apps from the HubSpot Marketplace
• Resolve an integration permissions error