Hi everyone! David here from the hotglue team and today we are going to be talking about the quickest way to set up a HubSpot integration.
Before we start
If you haven't registered your product as an application with HubSpot, then you will need to do that first. You can check out how to do that here.
Once you've registered your product as an app, you need to get your OAuth Client ID and OAuth Client Secret for HubSpot (check the HubSpot app - it should include the credentials). Once you have these credentials, you are ready to go!
Setting up the flow
So you have your credentials. And you want to put together this HubSpot integration as fast as possible, without dealing with the HubSpot API. So let's begin on the hotglue Flows Dashboard.
Now that you are at the flows Dashboard, click the "New Flow" button in the top right corner.
Here is where you can define your flow. Since we are building a HubSpot integration in this demo, we'll title this flow Sales Data. Once we are done configuring this flow, we will click the "Save and Continue" button.
Setting up the source
After setting up your flow, you will be prompted to select a source. Type in "HubSpot" in the search box and click the "Connect" button.
Remember those credentials I mentioned earlier? Now would be the time to use them - but no worries if you don't have them. You can use hotglue's testing tokens for the mean time - just don't use them in production, you will run into some problems.
If you do use testing tokens, hotglue will as you to confirm that you are sure you want to use testing credentials. Click the "OK" button.
If you are not using testing credentials, just go ahead and fill in the required credentials and click the "Save" button.
You have now linked HubSpot! Now it is time to choose the specific data you want to receive from HubSpot.
Identifying the data you want
To select what data you want to pull, click the "Field Map" button. This will pull up the Field Editor.
In this example, I will be pulling deals from HubSpot, so I typed "deals" into the search bar of the field editor. To select the specific objects you want to pull, click the gear icon.
Now you can select the exact objects you want to pull from the HubSpot tap. On the left is the column of available objects and on the right is the column of objects you have chosen to pull. To move objects over, click on them and use the arrows in the middle to send the object to the other side. Once you are done, just click the "Confirm" button.
And that is all you need to do in terms of setting up HubSpot as a source! Just click the "Save" button and we will move on to setting up where you would like the data to go.
Setting up the target
So now that we set up HubSpot as a source, we need to configure our target (i.e. where you want the data from HubSpot to end up).
Let's start with selecting a target, which will usually be some sort of database. In this example, we are going to use AWS S3 as our target. To do that, we search AWS S3 in the "Targets" tab and click the "Connect" button.
On this page, you should input your AWS S3 credentials and the specific bucket you want it to go to. If you do not know where to find these credentials, you can learn how to here. Now that you've filled in the credentials for your target, go ahead and click "Save and Continue" to finish setting up your target.
And that is it! Now you have your HubSpot source configured as well as your AWS S3 target.
Running a test job
So everything has been configured, but now it is time to see if it all works!
To run a job, click the New Job button in the top right corner.
Go ahead and title the job whatever you want to and select the HubSpot source and then click "Create Job."
Now your job is running! Click "OK" to move to the Jobs dashboard.
You can see here that your job has been created and is running. Give it a minute and it will then be finished.
Now that the job is finished, if you click on the job, it will take you to the logs so you can see exactly what happened with your job.
Wrapping it up
So that is it! You have successfully created a HubSpot integration that pipes the data to your data warehouse (in this case, AWS S3) and tested that you have been able to pull the data from HubSpot to S3. You are now ready to allow your users to connect their HubSpot data to your product!
If you want to see it in real-time, you can watch this video of me setting up a HubSpot integration in under 2 minutes.
If you have any questions, feel free to email firstname.lastname@example.org or check out our site and use the live chat option. Thanks for reading!