How to use IBM App Connect with HubSpot Marketing

HubSpot Marketing is a digital marketing software that helps facilitate the integration of sales and marketing teams, drive sales enablement, increase ROI, and improve the marketing approach to generate more qualified leads.

Availability:
  • App Connect Enterprise as a Service connector
  • A local connector in a Designer instance of IBM App Connect in containers (Continuous Delivery release)Local connector in containers (Continuous Delivery release) 12.0.9.0-r3 or later
  • A local connector in a Designer instance of IBM App Connect in containers (Support Cycle 2)Local connector in containers (Long Term Support Cycle-2 release)

Connecting to HubSpot Marketing

Complete the connection fields that you see in the App Connect Designer Catalog page or flow editor. If necessary, work with your HubSpot Marketing administrator to obtain these values.

HubSpot Marketing authorization types and connection fields:
Authorization method Connection field Applicability
BASIC OAUTH Application client ID App Connect Enterprise as a Service and App Connect in containers
Application client secret
Access token
Refresh token
BEARER TOKEN Access token App Connect Enterprise as a Service and App Connect in containers
OAUTH 2.0 AUTH CODE
Tip: Authorize connection to HubSpot Marketing by signing in to your account.
App Connect Enterprise as a Service
The following table contains descriptions of the connection fields.
Connection field Description
Application client ID The unique identifier of your HubSpot client application. Get the application client ID from your HubSpot Apps dashboard in your developer account.
Application client secret The application client secret for the unique application client ID. Get the application client secret from your HubSpot Apps dashboard in your developer account.
Access token (for BASIC OAUTH) The access token that is generated from the application client ID and client secret.
Refresh token The refresh token that is generated from the application client ID and client secret.
Access token (for BEARER TOKEN) The access token that is generated from the private app.
To obtain the connection values for Application client ID, Application client secret, Access token, and Refresh token (BASIC OAUTH authorization method) in HubSpot Marketing and to connect to App Connect, complete the following steps:
  1. Log in to the HubSpot Developer account.
  2. On your developer account page, click Apps in the navigation bar.
  3. Click Create app.
  4. Click the Auth tab to view your client ID and client secret.
  5. Complete the necessary information and configure the scopes for your app.
  6. Copy the client ID and client secret values and save them somewhere safe.
    Tip: For more information about creating an application and obtaining client ID and client secret, see Public apps on the HubSpot API Docs page.
  7. To generate an Access token and Refresh token, see Working with OAuth on the HubSpot API Docs page.
To generate the connection value for Access token (BEARER TOKEN authorization method) in HubSpot Marketing, complete the following steps:
Important: You must be a super admin to access private apps in your HubSpot account.
  1. Log in to the HubSpot Developer account.
  2. Go to Integrations > Private Apps.
  3. Click Create private app.
  4. Complete the necessary information and configure the scopes for your app.
  5. Click Create app.
  6. Review the information about your application's access token, and then click Continue creating.
  7. On the Details tab, copy the Access token value and save it somewhere safe.
    Tip: For more information about generating an access token, see Private apps on the HubSpot API Docs page.

To connect to a HubSpot Marketing endpoint from the App Connect Designer Catalog page for the first time, expand HubSpot Marketing, then click Connect. For more information, see Managing accounts.

Tip:

Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Catalog page, select the account, open its options menu (⋮), then click Rename Account.

General considerations

Before you use App Connect Designer with HubSpot Marketing, take note of the following considerations:
  • If you are an advanced user of HubSpot Marketing, you can choose to run the filters available in App Connect Advanced mode for the Create contact list action. You can use the filters (available in advanced mode) in different ways to add contacts dynamically to a list as per the criteria provided by you in the form of groups. For more information, see Create a new contact list on the HubSpot Developers page.
    The following is an example of App Connect user interface using the Create contact list action in Advanced mode, where a contact with the first name 'Alice' and part of List '1' would be added to the list that is being created.
    Example of filters being used in advanced mode for Create contact list action
  • (General consideration) You can see lists of the trigger events and actions that are available on the Catalog page of the App Connect Designer.

    For some applications, the events and actions in the catalog depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.

  • (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.

Events and actions

HubSpot Marketing events

These events are for changes in this application that trigger a flow to start completing the actions in the flow.

Show more configurable events: Events that are shown by default are pre-configured by using optimized connectivity. More items are available after you configure events that can trigger a flow by polling this application for new or updated objects. For more information about configurable events, see Configuring polled events to trigger flows.

HubSpot Marketing actions

Your flow completes these actions on this application.

Object Action Description
Contact lists Retrieve contact lists Retrieves the contact list from HubSpot Marketing
Add contacts to contact list Adds the contacts to the contact list in HubSpot Marketing
Create contact list Creates the contact list in HubSpot Marketing
Delete contact list Deletes the contact list in HubSpot Marketing
Retrieve contact list by ID Retrieves the contact lists by ID from HubSpot Marketing
Update contact list Updates the contact list in HubSpot Marketing
Contacts Retrieve contacts Retrieve contacts from HubSpot Marketing
Retrieve contacts by filters Retrieve contacts by filters from HubSpot Marketing
Retrieve contacts in contact list Retrieves the contacts in contact list from HubSpot Marketing
Create contact Creates new contacts in HubSpot Marketing
Delete contact Deletes the contacts in HubSpot Marketing
Retrieve contact by ID Retrieves the contact by ID
Update contact Updates the contact in HubSpot Marketing
Email campaigns Retrieve email campaigns Retrieves the email campaign data from HubSpot Marketing
Retrieve email campaign data by ID Retrieves the email campaign data by ID from HubSpot Marketing
Marketing events Retrieve marketing events by search string Retrieves the marketing events by using the search string
Create marketing event Creates the marketing event in HubSpot Marketing
Delete marketing event Deletes the marketing event in HubSpot Marketing
Record event attendance Records the event attendance in HubSpot Marketing
Retrieve marketing event by ID Retrieves the marketing event by ID from HubSpot Marketing
Update marketing event Updates the marketing event in HubSpot Marketing

Examples

Dashboard tile for a template that uses HubSpot Marketing
Dashboard tile for a template that uses HubSpot Marketing
Dashboard tile for a template that uses HubSpot Marketing

Use templates to quickly create flows for HubSpot Marketing

Learn how to use App Connect templates to quickly create flows that complete actions on HubSpot Marketing. For example, open the Templates gallery, and then search for HubSpot Marketing.